09/20/2018 Protecting Your Clients From Financial Abuse – Bob Mauterstock – LIVE WEBINAR

“Protecting Your Clients From Financial Abuse”
by Bob Mauterstock, CFP®, ChFC, CLTC, Eldercare Expert, Speaker, Author, Facilitator
LIVE Webinar – Thursday, September 20, 12 – 1 PM EDT

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 …]

09/24/2018 Medicare 101 – The As, Bs, Cs, and Ds of Medicare – Erin Fisher – REBROADCAST

“Medicare 101 – The As, Bs, Cs, and Ds of Medicare”
by Erin Fisher, President of Find Medicare Plans
Webinar – Monday, September 24 @ 1:00 PM – 2:00 PM EDT

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 include lifetime financial penalties. You can help [read more …]

10/02/2018 Maximizing Your Clients’ Social Security – Matthew Allen – REBROADCAST

“Maximizing Your Clients’ Social Security”
by Matthew Allen, Co-Founder and CEO of Social Security Advisors and Social Security Pro
Webinar – TUES, OCT 2, 2018, 3 – 4 PM EDT

With over 10,000 baby boomers claiming their Social Security each day for the next twenty years, there are many questions about Social Security.
The average couple receives over $1 million in lifetime Social Security benefits, so for many this will be a critical component of their overall retirement planning.
In addition to adding value by helping your existing clients make an informed Social Security decision, knowledge of Social Security can also be helpful to your overall practice and is a great lead generator.[read more …]

“How to Make Your Clients’ Money Last Longer with Withdrawal Sequence Strategies – William Meyer”
by William Meyer, CEO, Retiree, Inc. and Social Security Solutions, Inc.
LIVE Webinar – THUR, OCT 18, 2018, 12 – 1 PM EDT

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 …]

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We are a CFP Board of Standards CE Quality Partner with courses accepted for CFP®, American College, CRC®, CRPC, and other CE credit.

CFP BOARD – CE Quality Partner – Retirement Resource Center courses

The Retirement Resource Center is a CE Quality Partner of the CFP Board of Standards with over 50+ courses accepted for CFP® continuing education (CE) credit. Each course is also eligible for those who have earned the College for Financial Planning’s Chartered Retirement Plan Consultant (CRPC) certification, the American College’s designations (ChFC, CLU, RICP), the International Foundation for Retirement Education’s (InFRE) Certified Retirement Counselor^® (CRC^®) certification, ASPPA and other certifications or designations.

Our individual courses and Professional Development Membership 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.

50+ 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 50+ 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 member with full access to all courses for $99/90 days or $199/365 days!

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Retirement Professional Development CE Memberships

We provide weekly opportunities for you to earn CE on important retirement topics that will help you 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 membership
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.

What others say about our retirement education

What people say…

Gained the knowledge that there are tools available to help clients with this decision making process.
Always enjoy the webinars. Very informational. Relevant and timely topics. Refreshing!
The session was very informative and the presenter was very knowledgeable and easy to understand. The case studies were great.
I enjoy the webinars because they inform us of topics we don’t know too much about. It’s an experience where you come out with acquired knowledge. Thank you!
I’m so glad there are people who are specialists in this area since I am not!
OUTSTANDING! I love being in this profession!!!
The research was great. We still need better solutions; a shift in mindset. More practitioners talking about redefining retirement.
I love that RRC doesn’t shy away from these topics! Together, we’ll figure it out.

Courses are broken down into the three components of retirement and income planning:

PLAN for Retirement Readiness

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PLANNING for Retirement Readiness

What does it mean to be retirement ready? Most people would agree that the goal of a successful retirement is to be happy, healthy and financially secure. We help advisors holistically plan for retirement readiness by providing CE courses from today’s experts. Read more…

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PROTECT from Retirement Risks

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PROTECTING from Retirement Risks

When we approach retirement planning, we need to prioritize a client’s ability to protect against the additional primary risks of inflation, longevity, health and long-term care before we plan for their investing risk tolerance. A large segment of Read more…

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PROVIDE Retirement Income

Learn more about
PROVIDING Retirement Income

When helping the middle mass and middle affluent consumers plan for retirement income, a more defensive strategy is needed than just the structured, 4% systematic withdrawal approach commonly used by financial advisors today. To estimate how long a Read more…

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Choose from 50+ high-quality, informative webinars by today's leading experts.

A - G	H - M	N - T	T - Z
10 Essential IRA Tips for Helping Clients Save Taxes and Avoid Penalties Denise Appleby	Housing for Retirees: Buy, Sell or Hold? Michael Falk	No Portfolio is an Island David Blanchett	The DOL Fiduciary Rule and Your Duty of Care Blaine Aikin
A 21st Century Connection: Health and Wealth Ron Mastrogiovanni	How Middle Income Retirees Plan For and Manage Their Risks, Assets and Spending Decisions in Retirement Mathew Greenwald and Cindy Levering	Off With Your (Rule of) Thumbs! Michael Falk	The Holy Grail of Retirement: How to increase income and growth while improving liquidity Curtis Cloke
A Primer for Advisors on the Aging Brain: Understanding Cognitive Impairment, Taking Action Steps Sandra Timmermann	REBROADCAST 11/02/2018 How Much Can I Spend in Retirement? A Guide to Investment-Based Retirement Income Strategies Wade Pfau	REBROADCAST 11/06/2018 Optimizing Retirement Income Solutions in Defined Contribution Retirement Plans Steve Vernon and Wade Pfau	The Personal Cost of Caregiving: Women Need to Protect THEIR Retirement Too! Cindy Hounsell
Addressing the Longevity Challenge: Housing Wealth Strategies that Improve Portfolio Survival Bruce McPherson	LIVE WEBINAR 10/18/2018 How to Make Your Clients’ Money Last Longer with Withdrawal Sequence Strategies William Meyer	Pensionizing Your (Client’s) Nest Eggs: What, How and Why? Alexandra MacQueen	REBROADCAST 10/24/2018 The Platinum Retirement Challenge - Gray Divorce Lili Vasileff
LIVE WEBINAR 12/13/2018 Advance Care Planning: A Critical Component for Building Client Relationships Paul Malley	How to “Pensionize” Any IRA or 401(k) Plan Steve Vernon	REBROADCAST 12/17/2018 Plan for the 21st Century Retirement Steve Vernon	The Silver Tsunami and Long-Term Care Nyal Bischoff
Behavioral Insights to Improve Retirement Security Jodi DiCenzo	REBROADCAST 10/08/2018 How to Protect an Aging Client’s or Adult Child’s Retirement Security from a Medical Crisis Annalee Kruger	Principles of Effective One-to-One Communication Joe Tabers	The Stage is Set for Serving the Mid-Market Betty Meredith
Boost Retirement Security with HSAs: Why Financial Planners and Advisors Should Add HSAs to Client Retirement Strategies Roy Ramthun and Aaron Benway	Integrating Home Equity and Retirement Savings through the "Rule of 30" Neuwirth and Sacks	LIVE WEBINAR 09/20/2018 Protecting Your Clients From Financial Abuse Bob Mauterstock	Three Steps to Helping Clients Manage Health Care Costs in Retirement David Armes
Changing Behavior or Changing Attitudes Diane Savage	Introduction to Managing Retirement Income Kevin Seibert	Protecting Your Clients from Financial Elder Fraud David Kessler	Traditional IRA Distributions: Optional, Required, Penalties, and Tax Reporting Denise Appleby
Don't Let Disability Derail Retirement Security Rappaport and Kaleda	Investing in Bonds in a Rising Rate Environment Greg Prost	Retirement as a Time to Reinvent, Rewire, and Renew Diane Savage	Understanding Communication Styles Joe Tabers
Elder Law Basics: Long Term Care Medicaid & Asset Protection Planning for Seniors Amber Woodland	REBROADCAST 12/04/2018 IRA Beneficiary Designations and Surviving Spouse Strategies: Why Many IRA Owners Should Use a Retirement Plan Trust Rex Hogue	Retirement Happiness: Planning for a Successful Transition John Nelson	What Advisors Need to Know About Qualified Longevity Annuity Contracts Gary Baker
Enough About the Assets Already! Michael Falk	Is Retirement Past Its Prime? The Economic & Behavioral Realities of Retirement Michael Falk	LIVE WEBINAR 11/15/2018 Retirement Planning Beyond the Dollars and Cents Robert Laura	What Color Is Your Parachute? for Retirement: Planning for Prosperity, Health and Happiness John Nelson
Estimating the True Cost of Retirement David Blanchett	REBROADCAST 10/02/2018 Maximizing Your Clients’ Social Security Matthew Allen	Reverse Mortgage Strategies for the Middle Market: An Alternative Asset Buffer Shelley Giordano	What's Trending in the Field of Aging? Connecting the Dots with Financial Services Sandra Timmermann
Finding Optimized Income Strategies for Middle Market Clients Manish Malhotra	REBROADCAST 09/24/2018 Medicare 101 – The As, Bs, Cs, and Ds of Medicare Erin Fisher	REBROADCAST 11/28/2018 Social Security: Uncovering Opportunities to Bring Value to Your Clients and Prospects Heather Schreiber	Where Senior Living and Retirement Planning Intersect, Opportunities Emerge Brad Breeding
Finding the Gold in Gray: Keys to Serving Boomers and Older Clients Michael Sullivan	Misperceptions and Management of Retirement Risks Carol Bogosian	Standby Reverse Mortgages: A Risk Management Tool for Retirement Distributions John Salter	Women and Retirement Cindy Hounsell, Mary Beth Franklin, Shelley Giordano, Betty Meredith
Fitting Home Equity into a Retirement Income Strategy Wade Pfau	Money for Life: Help your plan participants avoid going broke in retirement Steve Vernon	Tax-Efficient Draw Downs in Retirement Stephen Horan	Year-end Planning and Compliance Requirements for IRAs Denise Appleby
Grey Divorce and Retirement Andrew Samalin		The Decision to Retire and Post-Retirement Financial Strategies: Insight from Eight Focus Groups Greenwald and Bogosian

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Each of the individual no-quiz and on-demand courses above are $29 apiece.

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