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

The Retirement Resource Center is a CFP Board of Standards CE Quality Partner provider with 60+ CE 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.

All financial planning roads lead to retirement. We’ll help you become a true retirement professional.

Choose from 60+ retirement-specific live webinars and on-demand courses.

You’ve done a tremendous job helping your clients accumulate assets for retirement. Advisors today need to take a holistic approach when managing the retirement assets, income, and risks of the middle mass and mass affluent markets. In today’s world, is taking distributions of 4% of the assets upon retirement the right answer for your clients’ retirement income? Is retirement income planning just asset management with a withdrawal?

Retirement income planning has changed a LOT in the retirement world over the last 10 years due to new research and thought leaders like David Blanchett, Wade Pfau, Steve Vernon, Curtis Cloke, Michael Falk, Denise Appleby, Bob Mauterstock, Lili Vasileff, and almost 40 other retirement speakers that we make available to you at your desk, on your tablet or on your phone. Our course 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. Meet your CFP®, CRC®, CRPC, CIMA, CPWA, RMA, ASPPA, and American College Professional Recertification CE requirements while increasing your knowledge on a variety of retirement-related topics presented by leading industry experts, from overview to advanced difficulty.

We provide 24/7/365 access for you to earn CE on important retirement topics that will help you serve your clients well and compete.

Choose any of the individual webinars or courses below for $29 each, or save time and money by becoming a subscriber. Our continuing education subscriptions are the easiest and most cost-effective way for retirement professionals like you to become and stay up to date with the current thinking in retirement, help you stay competitive, and better serve your clients.

• 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 available separately for $29 each or receive full access to 60+ courses on-demand courses/quizzes for 365 days for only $199 or 90 days for $99.
• You can earn over 52 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 an on-demand webinar format, 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 course and pass the online quiz.

Save on these 60+ courses with subscription

In addition to individual courses, we offer two subscription levels that each offer all access to all our CE courses. The differences between the levels are in number of no-quiz, live or rebroadcast courses available during the time you have access.

30 Day Risk-Free Guarantee

We know that you will be pleased with your purchase of any of our courses or subscription products.
If, however, you are not completely satisfied, just notify us within 30 days of your purchase to receive a full refund.

We help you be sure you’re comfortable navigating our system.
We pride ourselves on our work to make our courses and subscriptions user-friendly. Just contact our customer service department by email anytime or by phone 847.686.0440×105 during regular business hours.

 

 

Choose from 60+ high-quality, informative webinars by today's leading experts.

A - H	H - P	P - 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	Principles of Effective One-to-One Communication Joe Tabers	The Personal Cost of Caregiving: Women Need to Protect THEIR Retirement Too! Cindy Hounsell
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	Protecting Your Clients From Financial Abuse Bob Mauterstock	REBROADCAST 10/29/2019 The Platinum Retirement Challenge - Gray Divorce Lili Vasileff
A Primer for Advisors on the Aging Brain: Understanding Cognitive Impairment, Taking Action Steps Sandra Timmermann	How Much Can I Spend in Retirement? A Guide to Investment-Based Retirement Income Strategies Wade Pfau	Protecting Your Clients from Financial Elder Fraud David Kessler	The Stage is Set for Serving the Mid-Market Betty Meredith
Addressing the Longevity Challenge: Housing Wealth Strategies that Improve Portfolio Survival Bruce McPherson	REBROADCAST 11/25/2019 How to Make Your Clients’ Money Last Longer with Withdrawal Sequence Strategies William Meyer	Retirement as a Time to Reinvent, Rewire, and Renew Diane Savage	The Value of Safe Home Care Phil Bongiorno
Advance Care Planning: A Critical Component for Building Client Relationships Paul Malley	How to Protect an Aging Client’s or Adult Child’s Retirement Security from a Medical Crisis Annalee Kruger	Retirement Happiness: Planning for a Successful Transition John Nelson	Three Steps to Helping Clients Manage Health Care Costs in Retirement David Armes
REBROADCAST 11/06/2019 Behavioral Finance: Why Do We Do the Things We Do Michael Wilson	Integrating Home Equity and Retirement Savings through the "Rule of 30" Neuwirth and Sacks	Retirement Planning Beyond the Dollars and Cents Robert Laura	Through the Looking Glass: Three Popular Retirement Income Philosophies Jamie Hopkins
Behavioral Insights to Improve Retirement Security Jodi DiCenzo	Introduction to Managing Retirement Income Kevin Seibert	REBROADCAST 12/11/2019 Reverse Mortgage for Purchase: Helping Seniors Buy a Right-Size Home with the Right Tool Allen Chao	Traditional IRA Distributions: Optional, Required, Penalties, and Tax Reporting Denise Appleby
Boost Retirement Security with HSAs: Why Financial Planners and Advisors Should Add HSAs to Client Retirement Strategies Roy Ramthun and Aaron Benway	Investing in Bonds in a Rising Rate Environment Greg Prost	Reverse Mortgage Strategies for the Middle Market: An Alternative Asset Buffer Shelley Giordano	Understanding Communication Styles Joe Tabers
Changing Behavior or Changing Attitudes Diane Savage	Is Retirement Past Its Prime? The Economic & Behavioral Realities of Retirement Michael Falk	Social Security: Uncovering Opportunities to Bring Value to Your Clients and Prospects Heather Schreiber	LIVE WEBINAR 12/19/2019 Understanding How Different Types of Annuities Work Wade Phau
Elder Law Basics: Long Term Care Medicaid & Asset Protection Planning for Seniors Amber Woodland	Maximizing Your Clients’ Social Security Matthew Allen	Tax-Efficient Draw Downs in Retirement Stephen Horan	What Color Is Your Parachute? for Retirement: Planning for Prosperity, Health and Happiness John Nelson
Enough About the Assets Already! Michael Falk	Medicare 101 – The As, Bs, Cs, and Ds of Medicare Erin Fisher	The Couple’s Retirement Puzzle: Helping Couples Navigate Their Retirement Transition Dorian Mintzer	What's Trending in the Field of Aging? Connecting the Dots with Financial Services Sandra Timmermann
Estimating the True Cost of Retirement David Blanchett	REBROADCAST 12/03/2019 Medicare Advantage vs. Medigap: Which plan is right for your clients? Joanne Giardini-Russell and Cameron Giardini	The Decision to Retire and Post-Retirement Financial Strategies: Insight from Eight Focus Groups Greenwald and Bogosian	Where Senior Living and Retirement Planning Intersect, Opportunities Emerge Brad Breeding
Finding Optimized Income Strategies for Middle Market Clients Manish Malhotra	Misperceptions and Management of Retirement Risks Carol Bogosian	The DOL Fiduciary Rule and Your Duty of Care Blaine Aikin	Women and Retirement Cindy Hounsell, Mary Beth Franklin, Shelley Giordano, Betty Meredith
Finding the Gold in Gray: Keys to Serving Boomers and Older Clients Michael Sullivan	No Portfolio is an Island David Blanchett	The Financial Planner as Retirement Architect: Using behavioral insights to foster smarter retirement decisions Gillian Leithman	Year-end Planning and Compliance Requirements for IRAs Denise Appleby
Fitting Home Equity into a Retirement Income Strategy Wade Pfau	Off With Your (Rule of) Thumbs! Michael Falk	REBROADCAST 11/20/2019 The Holy Grail of Retirement: How to increase income and growth while improving liquidity Curtis Cloke
Hacking Longevity: How Three Generations Over 50 are Navigating Longer Lives Lori Bitter	Optimizing Retirement Income Solutions in Defined Contribution Retirement Plans Steve Vernon and Wade Pfau	LIVE WEBINAR 10/24/2019 The Impact of Retirement Age Uncertainty on Retirement Outcomes David Blanchett
Heading Toward Social Security Reform Bruce Schobel	Pensionizing Your (Client’s) Nest Eggs: What, How and Why? Alexandra MacQueen	LIVE WEBINAR 11/14/2019 The “Missing Link”: The Broadening Extended and LTC Planning Options Carroll Golden

Still deciding? Compare subscription levels – $99/90 days or $199/Year – which is the best level for you?

With both the $99/90 Day and $199/Year subscription levels you receive:

• Worry-free monthly CE! FULL subscriber benefits at a guaranteed low price 
• Meet CFP®, CRC®, ASPPA, American College and other CE requirements while increasing your knowledge on a variety of retirement-related topics presented by leading industry experts, from overview to advanced difficulty.

 

Choose courses from any of the topic categories that interest you the most:

• PLAN for Retirement Readiness Retirement readiness is holistic. It’s not just financial readiness. We help you PLAN for retirement readiness.
• PROTECT from Retirement Risk Retirement risks can torpedo even the best-laid plans. We help you PROTECT the plan from retirement risks.
• PROVIDE for Retirement Income Retirement income planning is more complex than accumulation. We help you PROVIDE retirement income.

What others say about our retirement education

• • 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.