International Foundation for Retirement Education® (InFRE)

International Foundation for Retirement Education (InFRE)

We are the professional development partner of the International Foundation for Retirement Education® (InFRE).

The Retirement Resource Center provides retirement-specific training and education programs by leading experts so Certified Retirement Counselors and other retirement professionals make decisions that fortify their client’s retirement security and peace of mind.

We’ve built relationships with the retirement industry’s leading speakers, authors, trainers and professional development experts over almost thirty years in the financial industry. We are pleased to bring them to your desktop in a terrific selection of retirement-specific continuing education and professional development courses in a variety of media formats. New courses are added on a monthly basis!

CFP BOARD - CE Quality Partner - Retirement Resource CenterWe are a CFP Board of Standards CE Quality Partner with 60+ courses accepted for CRC®, CFP® and other CE credit.

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

60+ Retirement-Specific CE Courses

View our upcoming no-quiz, live and rebroadcast retirement webinar schedule here.

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, Jamie Hopkins, Shelley Giordano, Brad Breeding, 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.

Retirement Professional Development CE MembershipsChoose 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 on-demand webinar or audio (MP3 download) + handout formats, 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 and/or audio 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 full 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.

Single courses - $29 each

No-quiz webinars + on-demand courses

Choose individual courses you prefer from more than sixty no-quiz live/rebroadcast webinars or on-demand courses with quiz for CFP®, CRC®, ASPPA, American College, and other CE credit – $29 each.
See individual courses here.

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60+ Courses - 90 Days - $99

All Access Subscription – 90 Days / $99

Save on continuing education with full access to three no-quiz live webinars and 10 rebroadcast webinars, PLUS 60+ on-demand courses during your 90-day subscription.
Learn more: 60+ courses – 90 Days/$99

90 Days/$99 Purchase Now!
60+ Courses - 365 Days - $199

Annual Premier Subscription – Year $199

Become a retirement expert with access to 12 monthly no-quiz live and 40 weekly rebroadcast webinars, PLUS 60+ on-demand courses during you one-year subscription. 
Learn more: 60+ courses – 365 Days/$199

365 Days/$199 Purchase Now!

30 Day Risk-Free Guarantee30 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 - HH - OO - TT - Z

10 Essential IRA Tips for Helping Clients Save Taxes and Avoid Penalties
Denise Appleby

Heading Toward Social Security Reform
Bruce Schobel

Optimizing Retirement Income Solutions in Defined Contribution Retirement Plans
Steve Vernon and Wade Pfau

The Holy Grail of Retirement: How to increase income and growth while improving liquidity
Curtis Cloke

A 21st Century Connection: Health and Wealth
Ron Mastrogiovanni

Housing for Retirees: Buy, Sell or Hold?
Michael Falk

Pensionizing Your (Client’s) Nest Eggs: What, How and Why?
Alexandra MacQueen

The Impact of Retirement Age Uncertainty on Retirement Outcomes
David Blanchett

A Primer for Advisors on the Aging Brain: Understanding Cognitive Impairment, Taking Action Steps
Sandra Timmermann

How Middle Income Retirees Plan For and Manage Their Risks, Assets and Spending Decisions in Retirement
Mathew Greenwald and Cindy Levering

Principles of Effective One-to-One Communication

Joe Tabers

The Personal Cost of Caregiving: Women Need to Protect THEIR Retirement Too!
Cindy Hounsell
The Personal Cost of Caregiving: Women Need to Protect THEIR Retirement Too!
Cindy Hounsell

Addressing the Longevity Challenge: Housing Wealth Strategies that Improve Portfolio Survival
Bruce McPherson

How Much Can I Spend in Retirement? A Guide to Investment-Based Retirement Income Strategies
Wade Pfau

Protecting Your Clients From Financial Abuse
Bob Mauterstock

The Platinum Retirement Challenge - Gray Divorce
Lili Vasileff

Advance Care Planning: A Critical Component for Building Client Relationships
Paul Malley

How to Make Your Clients’ Money Last Longer with Withdrawal Sequence Strategies
William Meyer

Protecting Your Clients from Financial Elder Fraud
David Kessler

The Stage is Set for Serving the Mid-Market
Betty Meredith
Behavioral Finance: Why Do We Do the Things We Do
Michael Wilson

How to Protect an Aging Client’s or Adult Child’s Retirement Security from a Medical Crisis
Annalee Kruger

Retirement as a Time to Reinvent, Rewire, and Renew

Diane Savage

The Value of Safe Home Care
Phil Bongiorno

Behavioral Insights to Improve Retirement Security
Jodi DiCenzo

Integrating Home Equity and Retirement Savings through the "Rule of 30"
Neuwirth and Sacks

Retirement Happiness: Planning for a Successful Transition

John Nelson

Three Steps to Helping Clients Manage Health Care Costs in Retirement
David Armes

Boost Retirement Security with HSAs: Why Financial Planners and Advisors Should Add HSAs to Client Retirement Strategies
Roy Ramthun and Aaron Benway

Introduction to Managing Retirement Income
Kevin Seibert

Retirement Planning Beyond the Dollars and Cents
Robert Laura

Through the Looking Glass: Three Popular Retirement Income Philosophies
Jamie Hopkins

Changing Behavior or Changing Attitudes

Diane Savage

Investing in Bonds in a Rising Rate Environment
Greg Prost

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

Elder Law Basics: Long Term Care Medicaid & Asset Protection Planning for Seniors
Amber Woodland

Is Retirement Past Its Prime? The Economic & Behavioral Realities of Retirement

Michael Falk

Reverse Mortgage Strategies for the Middle Market: An Alternative Asset Buffer
Shelley Giordano

Understanding Communication Styles

Joe Tabers

Enough About the Assets Already!

Michael Falk

Maximizing Your Clients’ Social Security
Matthew Allen

Social Security: Uncovering Opportunities to Bring Value to Your Clients and Prospects
Heather Schreiber

Understanding How Different Types of Annuities Work
Wade Phau

Estimating the True Cost of Retirement
David Blanchett

Medicare 101 – The As, Bs, Cs, and Ds of Medicare
Erin Fisher

Tax-Efficient Draw Downs in Retirement
Stephen Horan

Understanding the Broadening Options for Extended and Long-Term Care Planning
Carroll Golden

Finding Optimized Income Strategies for Middle Market Clients
Manish Malhotra
Medicare Advantage vs. Medigap: Which plan is right for your clients?
Joanne Giardini-Russell and Cameron Giardini

The Couple’s Retirement Puzzle: Helping Couples Navigate Their Retirement Transition
Dorian Mintzer

What Color Is Your Parachute? for Retirement: Planning for Prosperity, Health and Happiness
John Nelson

Finding the Gold in Gray: Keys to Serving Boomers and Older Clients
Michael Sullivan

Misperceptions and Management of Retirement Risks
Carol Bogosian

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

Fitting Home Equity into a Retirement Income Strategy
Wade Pfau

No Portfolio is an Island
David Blanchett

The DOL Fiduciary Rule and Your Duty of Care
Blaine Aikin

Where Senior Living and Retirement Planning Intersect, Opportunities Emerge

Brad Breeding

Hacking Longevity: How Three Generations Over 50 are Navigating Longer Lives
Lori Bitter

Off With Your (Rule of) Thumbs!
Michael Falk

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

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:


What others say about our retirement education

What people say about Retirement Resource Center courses

What people say…

    • 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.