Online Retirement Professional Development Course Store

 

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.

Retirement Resource Center Professional Development CE MembershipsSet 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 - HH - PP - TT - Z

A 21st Century Connection: Health and Wealth
Ron Mastrogiovanni
REBROADCAST
05/06/2020

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

Protecting Your Clients from Financial Elder Fraud
David Kessler

The Platinum Retirement Challenge - Gray Divorce
Lili Vasileff

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

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

Retirement Happiness: Planning for a Successful Transition

John Nelson

The Value of Safe Home Care
Phil Bongiorno

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

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

Retirement Planning Beyond the Dollars and Cents
Robert Laura

Three Steps to Helping Clients Manage Health Care Costs in Retirement
David Armes
REBROADCAST
05/19/2020

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

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

Michael Falk

Reverse Mortgage for Purchase: Helping Seniors Buy a Right-Size Home with the Right Tool
Allen Chao

Through the Looking Glass: Three Popular Retirement Income Philosophies
Jamie Hopkins
REBROADCAST
05/11/2020

Behavioral Finance: Why Do We Do the Things We Do
Michael Wilson

Key IRA Changes Made by the SECURE Act
Denise Appleby
REBROADCAST
06/15/2020

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

Understanding Communication Styles for More Effective Client Relations
Joseph Tabers

Effective One-to-One Communication for Advisors and Retirement Counselors
Joseph Tabers

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

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

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

Tax-Efficient Draw Downs in Retirement
Stephen Horan

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

Estimating the True Cost of Retirement
David Blanchett

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's Trending in the Field of Aging? Connecting the Dots with Financial Services
Sandra Timmermann

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
REBROADCAST
05/01/2020

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

Women and Retirement
Cindy Hounsell, Mary Beth Franklin, Shelley Giordano, Betty Meredith

Heading Toward Social Security Reform
Bruce Schobel

Optimizing Retirement Income Solutions in Defined Contribution Retirement Plans
Steve Vernon and Wade Pfau
REBROADCAST
06/24/2020

The Impact of Retirement Age Uncertainty on Retirement Outcomes
David Blanchett

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

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

The “Missing Link”: The Broadening Extended and LTC Planning Options
Carroll Golden
REBROADCAST
04/21/2020

How Much Can I Spend in Retirement? A Guide to Investment-Based Retirement Income Strategies
Wade Pfau
REBROADCAST
06/02/2020

Protecting Your Clients From Financial Abuse
Bob Mauterstock

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