Make informed retirement decisions with CE courses from today’s experts.
Our individual courses and Professional Development Membership Programs are designed to serve your needs as a retirement professional in the new retirement environment which requires that advisors take a holistic approach when managing the retirement assets, income, and risks of the middle mass and mass affluent markets. 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. Courses are broken down into the three components of retirement and income planning:
- PLAN for retirement readiness (green courses below). Retirement readiness is holistic, not just financial readiness.
- PROTECT plan from retirement risks (yellow courses below). Retirement risks can torpedo even the best-laid plans and should be assessed before designing a retirement income plan.
- PROVIDE retirement income (purple courses below). Retirement income planning is more complex than accumulation planning. All resources available (timing of Social Security, Medicare, pre- and after-tax savings and strategies, human capital, home equity, etc.) should be integrated into a retirement income plan.
We are a CE Quality Partner of the CFP Board of Standards and have over 60 courses accepted for continuing education (CE) credit for those who have earned the 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 designations. See our upcoming no-quiz, live webinar schedule here.
Set your continuing education on autopilot by becoming a member!
Each course below is $29 when purchased separately (click on the course name for more information), or receive access to 52 weekly rebroadcast or live webinars plus over 60 on-demand courses when you Become a Member. Members receive weekly reminders of the next opportunity to access no-quiz live broadcasts, the most pain-free way to deepen your understanding of today’s retirement environment and how to better serve your clients.
Scroll below to see our upcoming live, rebroadcast, and on-demand selection.
Choose from 60+ high-quality, informative webinars by today's leading experts.
|A - H||H - N||O - T||T - Z
10 Essential IRA Tips for Helping Clients Save Taxes and Avoid Penalties
Housing for Retirees: Buy, Sell or Hold?
Off With Your (Rule of) Thumbs!
The DOL Fiduciary Rule and Your Duty of Care
A 21st Century Connection: Health and Wealth
How Middle Income Retirees Plan For and Manage Their Risks, Assets and Spending Decisions in Retirement
Mathew Greenwald and Cindy Levering
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
A Primer for Advisors on the Aging Brain: Understanding Cognitive Impairment, Taking Action Steps
How Much Can I Spend in Retirement? A Guide to Investment-Based Retirement Income Strategies
Pensionizing Your (Client’s) Nest Eggs: What, How and Why?
The Personal Cost of Caregiving: Women Need to Protect THEIR Retirement Too!
Addressing the Longevity Challenge: Housing Wealth Strategies that Improve Portfolio Survival
05/07/2019How to Make Your Clients’ Money Last Longer with Withdrawal Sequence Strategies
Plan for the 21st Century Retirement
|The Platinum Retirement Challenge - Gray Divorce
03/25/2019Advance Care Planning: A Critical Component for Building Client Relationships
|How to “Pensionize” Any IRA or 401(k) Plan|
Principles of Effective One-to-One Communication
The Stage is Set for Serving the Mid-Market
Behavioral Insights to Improve Retirement Security
|How to Protect an Aging Client’s or Adult Child’s Retirement Security from a Medical Crisis|
Protecting Your Clients From Financial Abuse
The Value of Safe Home Care
Boost Retirement Security with HSAs: Why Financial Planners and Advisors Should Add HSAs to Client Retirement Strategies
Roy Ramthun and Aaron Benway
|Integrating Home Equity and Retirement Savings through the "Rule of 30"|
Neuwirth and Sacks
Protecting Your Clients from Financial Elder Fraud
|Three Steps to Helping Clients Manage Health Care Costs in Retirement
Changing Behavior or Changing Attitudes
Introduction to Managing Retirement Income
Retirement as a Time to Reinvent, Rewire, and Renew
Through the Looking Glass: Three Popular Retirement Income Philosophies
|Elder Law Basics: Long Term Care Medicaid & Asset Protection Planning for Seniors|
Investing in Bonds in a Rising Rate Environment
Retirement Happiness: Planning for a Successful Transition
Traditional IRA Distributions: Optional, Required, Penalties, and Tax Reporting
Enough About the Assets Already!
Is Retirement Past Its Prime? The Economic & Behavioral Realities of Retirement
05/22/2019Retirement Planning Beyond the Dollars and Cents
Understanding Communication Styles
|Estimating the True Cost of Retirement|
Maximizing Your Clients’ Social Security
Reverse Mortgage Strategies for the Middle Market: An Alternative Asset Buffer
What Color Is Your Parachute? for Retirement: Planning for Prosperity, Health and Happiness
Finding Optimized Income Strategies for Middle Market Clients
Medicare 101 – The As, Bs, Cs, and Ds of Medicare
Social Security: Uncovering Opportunities to Bring Value to Your Clients and Prospects
What's Trending in the Field of Aging? Connecting the Dots with Financial Services
Finding the Gold in Gray: Keys to Serving Boomers and Older Clients
Misperceptions and Management of Retirement Risks
Tax-Efficient Draw Downs in Retirement
Where Senior Living and Retirement Planning Intersect, Opportunities Emerge
Fitting Home Equity into a Retirement Income Strategy
Money for Life: Help your plan participants avoid going broke in retirement
The Couple’s Retirement Puzzle: Helping Couples Navigate Their Retirement Transition
Women and Retirement
Cindy Hounsell, Mary Beth Franklin, Shelley Giordano, Betty Meredith
Hacking Longevity: How Three Generations Over 50 are Navigating Longer Lives
No Portfolio is an Island
The Decision to Retire and Post-Retirement Financial Strategies: Insight from Eight Focus Groups
Greenwald and Bogosian
Year-end Planning and Compliance Requirements for IRAs