50+ CE Courses $29 each or
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Retirement Planning

Retirement Planning

Increase your Retirement Planning expertise with these courses created and presented by leading retirement industry experts while you fulfill your CE requirements. Individual courses are $39 each.

 

All of our courses were created by retirement industry leaders to help keep advisors, retirement administrators, call center professionals, and trustees up-to-date on trending retirement subjects.

  • Courses are initially delivered as monthly live webinars, when you have the opportunity to ask the expert questions on the material, and receive credit with no additional exam required for live webinar attendees, the best way to earn CE all year long.

  • Shortly after the live broadcast, all webinars then become available as elearning, audio (MP3 download) and handout courses, to make it easy for you to learn and acquire CE credit in a format and time-frame that fits your busy life.

CLU®, ChFC®, RICP®, CASL and other CE courses ASPPA CE courses CRC® CE courses CFP® CE courses Courses are each worth 1-2 CFP®, CRC®, ASPPA, CLU®, ChFC®, RICP®, CASL and other CE credit. A printable certificate is available certifying that you successfully earned CE credit after you take elearning and/or audio courses and pass the online quiz.

 

Click here or scroll down to view Retirement Planning courses.

 

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including many of those below, in these retirement-specific
topics
, presented by leading industry experts:
$99 - 90 Days Full Access or $199 - 365 Days Annual Premier.

 

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View summaries of ALL courses BY TOPIC or ALPHABETICALLY.

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CFP®, CRC®, ASPPA, CLU®, ChFC®, RICP®, CASL and other CE by topic - Retirement Income Management CFP® Member Courses - Retirement Planning CFP®, CRC®, ASPPA, CLU®, ChFC®, RICP®, CASL and other CE by topic - Retirement Readiness CFP®, CRC®, ASPPA, CLU®, ChFC®, RICP®, CASL and other CE - Social Security CFP®, CRC®, ASPPA, CLU®, ChFC®, RICP®, CASL and other CE - Retirement Counseling & Education CFP®, CRC®, ASPPA, CLU®, ChFC®, RICP®, CASL and other CE - Women and Retirement
 
 

Retirement Planning CE CoursesRetirement Planning


 

Blaine Aikin, AIFA®, CFA, CFP®, Executive Chairman of Fi360, Inc. and serves as the current Chair of the Board of Directors of the CFP Board of Standards New in 2017!

The DOL Fiduciary Rule and Your Duty of Care
by Blaine Aikin, AIFA®, CFA, CFP®, Executive Chairman of Fi360, Inc., and current Chair of the Board of Directors of the CFP Board of Standards
(1.0 hr CFP®, CRC®, ASPPA, CLU®, ChFC®, RICP®, CASL and other CE)

The Department of Labor’s Fiduciary Rule is here and it is transforming the marketplace for advice. While managing conflicts of interest (fiduciary duty of loyalty) is the central focus of the Rule, the keys to compliance and advisor success are having policies, procedures, and practices in place to fulfil the fiduciary duty of care. The main provisions of the Rule took effect on June 9, 2017. Essentially, all professionals who provide individualized investment advice on assets in ERISA retirement plans and IRAs are now accountable as fiduciaries. This webinar will provide an overview of the structure, current status, and future outlook for the DOL Fiduciary Rule and focus upon what advisors must do to adhere to the fundamental duty of care generally and the ICS requirements specifically.

 

Amber Woodland, Esq., Elder Law Elder Law Basics: Long Term Care Medicaid & Asset Protection Planning for Seniors - Amber Woodland, Esq. New in 2017!    

Long Term Care Medicaid & Asset Protection Planning for Seniors

by Amber B. Woodland, Esq.

(1.5 hrs CFP®, CRC®, ASPPA, CLU®, ChFC®, RICP®, CASL and other CE)

The average cost of nursing home care can quickly reduce your clients’ net worth. As a professional serving seniors, it is vital for you to understand the asset preservation strategies that are available to your clients. You will learn the basics of sheltering assets while achieving eligibility for long term care government benefits, including Medicaid and VA Pension with Aid and Attendance. You will leave this course with the knowledge to spot issues, avoid common planning mistakes, and identify potential solutions to better serve your clients.

 

Michael Falk, CFA, CRC®, is a consultant and partner with the Focus Consulting Group, and a partner and the chief strategist on a global macro hedge fund.  Housing for Retirees: Buy, Sell or Hold? - Michael Falk  Housing for Retirees: Buy, Sell or Hold?

Michael Falk, CFA, CRC®, Partner with the Focus Consulting Group

(1.0 hr CFP®, CRC®, ASPPA, CLU®, ChFC®, RICP®, CASL and other CE)

A home is dear to the hearts of many retirees, but it may also be a large and illiquid asset, and/or liability. Income is paramount, but reaching for yield is perilous. What you should consider doing with the home is much more complex than often discussed. Let’s tear the roof of this topic and start to discuss some key issues brick by brick.

 

Ron Mastrogiovanni, President & CEO HealthView Services  A 21st Century Connection: Health and Wealth - Ron Mastrogiovanni  A 21st Century Connection: Health and Wealth

Ron Mastrogiovanni, President and Chief Executive Officer of HealthView Services

(1.0 hr CFP®, CRC®, ASPPA, CLU®, ChFC®, RICP®, CASL and other CE)

Most retirement income plans typically target a 75% to 85% income replacement ratio. With the goal of helping retirees plan their future income requirements based on pre-retirement expenses, income replacement ratios are the basis of many retirement income plans and calculators. While these ratios include a portion of pre-retirement health care costs, few take into account projected health care cost inflation, significant health-related out-of-pocket expenses and the impact of Medicare surcharges.

 

Michael Falk, CFA, CRC®, is a consultant and partner with the Focus Consulting Group, and a partner and the chief strategist on a global macro hedge fund.  Enough About the Assets Already! - Michael Falk

Enough About the Assets Already!

Michael Falk, CFA, CRC®, a partner with the Focus Consulting Group

(1.0 hr CFP®, CRC®, ASPPA, CLU®, ChFC®, RICP®, CASL and other CE)

The financial industry continues to “pump out” more investment products and solutions for your clients and employees to use to build assets for retirement. The financial press continues to "spill ink" on these products and concepts. While the asset side of the equation is definitely important, where is the "ink" regarding the liability side of the equation? For retirement professionals who serve those who haven't saved enough investable retirement assets, this is a session you'll not want to miss!

 

 Estimating the True Cost of Retirement - David Blanchett Estimating the True Cost of Retirement

David Blanchett, CFA, CFP®, AIFA, Head of Retirement Research, Morningstar Investment Management

(1.5 hrs CFP®, CRC®, ASPPA, CLU®, ChFC®, RICP®, CASL and other CE)

Retirement is the most expensive “purchase” faced most individuals. In order to properly forecast the value of assets during retirement, it is important to consider several other variables when estimating a person’s total retirement liability, such as their optimal replacement rate, their forecasted retirement period, and what it truly means to fail (or succeed).

 

Manish Malhotra, MBA  Finding Optimized Income Strategies for Middle Market Clients - Manish Malhotra Finding Optimized Income Strategies for Middle Market Clients

Manish Malhotra, Founder and President of Income Discovery

(1.0 hr CFP®, CRC®, ASPPA, CLU®, ChFC®, RICP®, CASL and other CE)

There are many alternative income strategies that can be used in isolation or in combination with total-return-based systematic withdrawal plan (SWP), such as time segmentation, bond ladders, and life or period-certain fixed annuities or variable annuities with guaranteed lifetime withdrawal benefits (GLWB). In addition to making investing decisions for retirement income, however, the middle market also needs to identify the optimal time to begin taking Social Security and when to target stopping working.

 

Greg Prost, CFA, Chief Investment Officer of Ambassador Capital Management  Investing in Bonds in a Rising Rate Environment - Greg Prost

Investing in Bonds in a Rising Rate Environment

Greg Prost, CFA, CIO of Ambassador Capital Management

(1.0 hr CFP®, CRC®, ASPPA, CLU®, ChFC®, RICP®, CASL and other CE)

Now that the Federal Reserve has pulled back on its quantitative easing (QE) program where it is only buying $65 billion per month of long-term treasury and mortgage debt (as of Feb. 2014) – down from $85 billion per month in 2013 – it appears we’re poised for an uptick in bond rates for 2014 (and with it, lower bond values for existing bondholders). It’s difficult to generate strong positive returns in the fixed income markets when bond yield levels are at historically low levels. Interest rates have been falling for 32 years, resulting in bond investors enjoying total returns in excess of yield during most of our lifetimes. For the rest of our lives that is unlikely to be the case.

 

Carol Bogosian, ASA, EA, MAAA, President of CAB Consulting, Retirement Risk Expert  Misperceptions and Management of Retirement Risks - Carol Bogosian Misperceptions and Management of Retirement Risks

Carol Bogosian, ASA President of CAB Consulting

(1.0 hr CFP®, CRC®, ASPPA, CLU®, ChFC®, RICP®, CASL and other CE)

This session highlights key research conducted the Society of Actuaries, much of which InFRE participated in over the last fifteen years, concerning misunderstandings of the risks faced the mid-market in their post-retirement years and how most people are simply unprepared. Find out what you can do to help increase your clients’ and employees' chances of retirement success realistically addressing the risks they’ll face in retirement.

 

Steve Vernon, FSA, President of Rest-of-Life Communications  Money for Life: Help your plan participants avoid going broke in retirement - Steve Vernon Money for Life: Help your plan participants avoid going broke in retirement

Steve Vernon, FSA, President of Rest-of-Life Communications

(1.0 hr CFP®, CRC®, ASPPA, CLU®, ChFC®, RICP®, CASL and other CE)

People with a DC plan as their primary saving vehicle have not only the personal responsibility of funding their retirement, but they are at risk of running out of money. People need to take important planning steps to secure their future retirement income. The challenges with defined contribution plans today are that many people are not saving enough, there is leakage due to loans and early withdrawals, and retirees are on their own to generate reliable, lifetime retirement income. Employers need to do more with plan design and education to help employees generate retirement income from their defined contribution savings.

 

Michael Falk, CFA, CRC®, is a consultant and partner with the Focus Consulting Group, and a partner and the chief strategist on a global macro hedge fund.  Off With Your (Rule of) Thumbs! - Michael Falk Off With Your (Rule of) Thumbs!

Michael Falk, CFA, CRC®, a partner with the Focus Consulting Group

(1.0 hr CFP®, CRC®, ASPPA, CLU®, ChFC®, RICP®, CASL and other CE)

Michael Falk challenges us to rethink several well-accepted schools of thought used today by many professionals for retirement planning, based on his belief that it is important to "immunize before you optimize". In this session you will re-evaluate the wisdom of targeting an income replacement rate, using the 4% Rule as a primary income strategy, retiring to take advantage of outdated or artificial constructs, selecting asset allocation based on age, and using long-term care insurance.

 

Alexandra Macqueen, CFP®, Author Pensionizing Your (Client’s) Nest Eggs: What, How and Why? - Alexandra Macqueen Scheduled Rebroadcast: TUE, SEP 12, 2017 3 - 4:00 PM EDT

“Pensionizing" Your (Client’s) Nest Eggs: What, How and Why? - Alexandra Macqueen

Alexandra Macqueen, CFP®, co-author (with Dr. Moshe Milevsky) of Pensionize Your Nest Egg: How to Use Product Allocation to Create Guaranteed Income for Life

(1.0 hr CFP®, CRC®, ASPPA, CLU®, ChFC®, RICP®, CASL and other CE)

In an earlier era, workers retired to traditional defined benefit pensions which provided income they couldn’t outlive. With the rapid decline of these traditional pensions over the past few decades, retirees must now create their own plans to ensure the savings they’ve accumulated for retirement last a lifetime. One solution? “Pensionizing” a portion of your clients' nest egg -- purchasing a “personal pension” that provides guaranteed income they can’t outlive. In this session, attendees will discuss (a) the new risks that investors face as they approach and entire retirement, including longevity, inflation and sequence-of-returns risk, and (b) how retirees can combine financial and insurance products to create retirement income plans that meet their individual goals.

 

Betty Meredith, CFA, CFP®, CRC®  The Stage is Set for Serving the Mid-Market - Meredith and Harness The Stage is Set for Serving the Mid-Market

Betty Meredith, CFA, CFP®, CRC® and Nathan Harness, PhD, CFP®

(1.0 hr CFP®, CRC®, ASPPA, CLU®, ChFC®, RICP®, CASL and other CE)

Retirement savings in IRA accounts exceeded those in employer-sponsored defined contribution plans in 2007. This means more people than ever now need help making informed retirement decisions (versus just 401k/457/403b investing decisions. New technology, planning methodologies, retirement products and federal regulations have set the stage for retirement professionals who are passionate about serving the needs of this market. Learn what professionals are doing now, how our industry is changing, and where it still needs to go to improve the retirement security of the middle market.

 

Sandra Timmermann, EdD is a Doctor of Education and a nationally-recognized gerontologist with a focus on aging and its relation to business.  What's Trending in the Field of Aging? Connecting the Dots with Financial Services - Sandra Timmermann EdD What's Trending in the Field of Aging? Connecting the Dots with Financial Services

Sandra Timmermann, Ed.D., the prior Executive Director of the MetLife Mature Market Institute

(1.0 hr CFP®, CRC®, ASPPA, CLU®, ChFC®, RICP®, CASL and other CE)

Boomers are redefining aging in retirement and heralding in new community movements, technology and services. Retirement security, long term care, housing and lifestyle are top of mind not only for the 50+ population but also for policymakers, government officials and businesses. Find out how these new trends connect with financial services and retirement planning, and gain insights into what’s important to Boomers and older clients.

 

 

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