Each day, 10,000 people turn 65. As the population ages, there are more life transitions to assist in helping clients navigate complex health and financial issues. An overlooked aspect of an advisor’s role is advance care planning – or defining, communicating and documenting healthcare wishes. Currently, less than 30 percent of adults have an advance directive. This webinar will help advisors develop skills to begin and continue these difficult conversations, use advance care planning [read more …]
Whether a person is turning 65, working, not working or retiring after age 65, the maze of Medicare is a mixture of Federal Regulations, misinformation and unrelenting mailings from companies selling Medicare plans.
Your clients’ Medicare decision includes what additional plan to buy to offset their 20% of the bill, deductibles and coinsurance that Medicare itself does not pay when a claim is received. In addition, making the wrong decision in Medicare enrollment or non-enrollment can [read more …]
Social Security is a very real part of the retirement income for the majority of Americans.
As financial professionals, it is difficult not to weave this component into your conversations with your clients and prospects and they prepare for retirement. Learn about Social Security from a holistic point of view and how you can help uncover opportunities to enhance [read more …]
The number of families utilizing home care services continues to grow in the United States. A greater number of family caregivers who are caring for a loved one with a chronic or debilitating health condition are turning to home care, rather than institutional care, for their long-term care needs.
Many cite the desire for a higher quality of life and independence as the reasons for the choice of care at home. Most of this care is paid for using available disposable income. Faced with a bewildering number of choices, family caregivers more and more are turning to companies [read more …]
Elder financial abuse is a growing problem creating annual losses to families estimated to exceed $2.9 Billion per year. As retiring boomers become part of this population the problem is expected to increase dramatically.
It is critical for financial advisors to be aware of recent legislation that will affect their ability to deal with this crisis, and understand the steps they can take to help their clients avoid significant loss resulting from financial abuse. This webinar will give advisors the skills they need to protect their clients. [read more …]
How you “tap” or liquidate retirement savings to generate income impacts portfolio longevity. Similarly, how you coordinate guaranteed income, Medicare and Social Security with the sequence you withdraw client savings impacts how long retirement savings lasts.
Learn how to beat the “conventional wisdom” used to generate retirement income for your clients. [read more …]
Now more than ever, advisors must realize that there is much more to retirement than just the dollars and cents. Fact is, people are failing at retirement at an alarming rate because they aren’t prepared for the non-financial aspects of it.
During the webcast we will expose the fatal flaws of traditional planning, discuss how industrial age thinking about longevity is confusing clients, provide an exclusive look at how retirement coaching will push benefits planning into unchartered territory, and [read more …]
Providing comprehensive retirement income planning services helps separate your practice from the pack, keep clients for life, and get them through retirement securely.
The three most popular retirement income strategies today are 1) flooring, 2) bucketing, and 3) systematic withdrawals. It is important to understand how to execute each strategy and how each income strategy can be better suited for a different client under a goal-based philosophy [read more …]
In the 21st Century, the landscape of retirement is changing.
People are living longer and retirement is no longer thought of as a destination, but as a transition: with an ending, a period of unknowns and a new beginning. It’s important for people to think about what they are retiring TO rather than just what they’re retiring FROM. It’s hard enough for an individual to deal with these retirement transition years [read more …]
Learn how Generation X, Baby Boomers and the Silent Generation are approaching their lives today, what they see for their future, and how they are hacking the transitions of aging and the potential of living to 100. The new generation of caregivers differ from the [read more …]
Our individual courses and Professional Development Subscription Programs are designed to serve your needs as a retirement professional in the new retirement environment which requires that advisors take a holistic approach when managing the retirement assets, income, and risks of the middle mass and mass affluent markets. Subjects and speakers are chosen especially for retirement professionals, financial advisors, accountants, call center professionals, support staff, and public sector defined benefit, hybrid and defined contribution educators.
60+ CE courses include weekly no-quiz webinars and on-demand courses.
We always enjoy feedback from you… and you said you would like more opportunities to take no-quiz webinars. We now provide a no-quiz CE webinar every week on a rotating time schedule. Our 60+ courses are $29 each and qualify for CFP®, CRC®, ASPPA, CLU®, ChFC®, RICP®, CASL and other certifications continuing education (CE) credit. Or, save by becoming a subscriber with full access to all courses for $99/90 days or $199/365 days!
Retirement Professional Development CE Subscriptions
Access weekly opportunities for you to earn CE on important retirement topics that will help you better serve your clients well and compete
No exam is required for the monthly live or weekly rebroadcast webinars — the best way to painlessly earn CE throughout the year
Webinars and on-demand webinars are separately available for $29 each
Receive full access to 60+ courses for 365 days for only $199 or 90 days for $99. You can earn over 50 CE credits a year without the need for additional exams by taking advantage of the weekly webinars included with your subscription
Live webinars become available in on-demand webinar or audio (MP3 download) + handout formats, making it easy for you to learn and acquire CE credit in a format and time-frame that fits your busy life
A printable certificate is available certifying that you successfully earned CE credit after you take an on-demand webinar and/or audio course and pass the online quiz.
Single courses - $29 each
No-quiz webinars + on-demand courses
Choose individual courses you prefer from more than sixty no-quiz live/rebroadcast webinars or on-demand courses with quiz for CFP®, CRC®, ASPPA, American College, and other CE credit – $29 each.