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.
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 […]