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 have over 50 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 provide monthly live and recorded webinar
presentations by today’s leading experts for advisors
serious about fortifying their retirement expertise.

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 weekly on Linked In and Twitter.  You can follow us there, or sign up here to receive an email with the week’s posts.

We also link key takeaways back to an article version of their presentation in case you’re interested in learning more.

We make it easy for you to stay on top of retirement.

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Here are our most recent takeaways.

Planning for Elder Care – Brad Breeding Takeaway #3

  Evaluating a Continuing Care Retirement Community (CCRC) If your client is looking at a continuing care community, be sure to: Understand the contract details. Evaluate the financial viability of the community; how well managed are they financially? What’s their track record? Get audited financial statements. Help your client assess if they will be happy […]

Planning for Elder Care – Brad Breeding Takeaway #2

  What to consider if it’s time to move to a retirement community • What is the plan if needs advance beyond what’s available in that retirement community? • Is long-term care insurance in place? • Once the home is sold, can freed-up home equity be invested or a portion used to buy a hybrid […]

Planning for Elder Care – Brad Breeding Takeaway #1

  Where senior living and retirement planning intersect, opportunities emerge It’s counter-intuitive, but staying in the home may not be the least expensive way to age in place.  Brad Breeding, CFP, President of, believes advisors can be a catalyst for prompting important conversations while also enhancing your practice with questions such as: What concerns […]