There’s a lot more to retirement planning than managing assets to generate an inflation-adjusted 4% withdrawal per year.
Our goal is to help advisors be aware of what they need to know about retirement so they can help their clients make informed decisions by providing them with key retirement takeaways.
We provide monthly live and recorded webinar presentations by today’s leading experts for advisors serious about fortifying their retirement expertise.
We have over 60 courses that are approved for the CFP Board’s Certified Financial Planner®(CFP®) certification, 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 certification or designation continuing education (CE) credit.
We ask our presenters to sum up their presentations with three to five key retirement takeaways for how they suggest learners apply their content.
We then post their top retirement takeaways on our website below and on LinkedIn, Facebook, Instagram, and Twitter. You can follow the latest takeaways on your favorite social media feeds, or sign up to receive an email with the week’s posts.
We make it easy for you to stay on top of retirement and earn relevant CE.
Follow us on LinkedIn, Instagram, Facebook, Twitter, or by email notifications whenever there’s something new.
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Here are our most recent key retirement takeaways for advisors and retirement financial professionals:
Follow us on your favorite social media site, or click on the posts below, where we’ve linked key takeaways back to an article version of their presentation.
Where Senior Living and Retirement Planning Intersect, Opportunities Emerge – Brad Breeding – Takeaway #3 for Advisors
Takeaway #3: How to evaluate senior living opportunities Some of the things to consider before making a decision where to live in retirement: What concerns you about your future? What’s most important to you? Have you shared these concerns with your children? At this point in your life, what does peace of mind mean to […]
Where Senior Living and Retirement Planning Intersect, Opportunities Emerge – Brad Breeding – Takeaway #2 for Advisors
Takeaway #2: It is important to think about the continuum of care when planning for aging in retirement. There is a difference between the cost of care and access to care, and both need to be planned for. If we think about the cost of care, we know what care costs. Whether it’s assisted living, […]
Where Senior Living and Retirement Planning Intersect, Opportunities Emerge – Brad Breeding – Takeaway #1 for Advisors
Takeaway #1: Should I age in place or move to a retirement community? When we talk about the different choices your older Americans have, there are really two overarching choices. The first is certainly to stay in their own home. Most people want to stay in their own home. You’ve probably seen the statistics that […]
How to “Pensionize” Any IRA or 401(k) Plan – Steve Vernon – Takeaway #4 for Advisors
Takeaway #4: The Spend Safely in Retirement Strategy delivers equal or greater income throughout the life of a retiree. You want retirement checks that are reliable, guaranteed for the rest of your life, will not go down if the stock market crashes, and those you can use to pay for your basic living expenses or […]
How to “Pensionize” Any IRA or 401(k) Plan – Steve Vernon – Takeaway #3 for Advisors
Takeaway #3: For most middle-income retirees, Social Security represents a substantial portion of their retirement income. Recent research by the Stanford Center on Longevity (SCL), collaborating with the Society of Actuaries (SOA), identifies a straightforward retirement strategy that can work for most middle-income retirees and be implemented in virtually any traditional IRA or 401(k) plan. […]
How to “Pensionize” Any IRA or 401(k) Plan – Steve Vernon – Takeaway #2 for Advisors
Takeaway #2: We compared 292 potential retirement income solutions. We believe that applying the language and concepts from modern portfolio theory, that has worked so well in accumulating money, those same concepts should apply in the retirement period. This has been a major focus of work at the Stanford Center of Longevity, and we have […]
How to “Pensionize” Any IRA or 401(k) Plan – Steve Vernon – Takeaway #1 for Advisors
Takeaway #1: Key tradeoff decisions are required in retirement income planning. There is not a single perfect income retirement solution. The tradeoffs are what is the amount of income you expect to get throughout the rest of your life, how much wealth or liquidity you have — some people want to have bequests they can […]
We also compile key retirement takeaways for future retirees:
Planning for Elder Care – Brad Breeding – Takeaway #3 for Consumers
Takeaway #3: How to evaluate senior living opportunities Some of the things to consider before making a decision where to live in retirement: What concerns you about your future? What’s most important to you? Have you shared these concerns with your children? At this point in your life, what does peace of mind mean to […]
Planning for Elder Care – Brad Breeding – Takeaway #2 for Consumers
Planning for Elder Care by Brad Breeding – Takeaway #2: It is important to think about the continuum of care when planning for aging in retirement. If we think about the cost of care, we know what care costs. Whether it’s assisted living, nursing care, in home care; we know those costs can be exorbitant […]
Planning for Elder Care – Brad Breeding – Takeaway #1 for Consumers
Planning for Elder Care by Brad Breeding – Takeaway #1: Should I age in place or move to a retirement community? Most people want to stay in their own home. You’ve probably seen the statistics that 80 to 90 percent of people say they want to remain in their own home, and there are some […]