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

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

Protecting Your Clients From Financial Abuse
Bob Mauterstock

The “Missing Link”: The Broadening Extended and LTC Planning Options
Carroll Golden

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

Protecting Your Clients from Financial Elder Fraud
David Kessler

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

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

Retirement Happiness: Planning for a Successful Transition

John Nelson

The Platinum Retirement Challenge - Gray Divorce
Lili Vasileff

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

Retirement Planning Beyond the Dollars and Cents
Robert Laura

The Value of Safe Home Care
Phil Bongiorno

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

Key IRA Changes Made by the SECURE Act
Denise Appleby

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

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

Elder Law Basics: Long Term Care Medicaid & Asset Protection Planning for Seniors
Amber Woodland
REBROADCAST
03/10/2020

Maximizing Your Clients’ Social Security
Matthew Allen

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

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

Estimating the True Cost of Retirement
David Blanchett

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

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

Understanding Communication Styles for More Effective Client Relations
Joseph Tabers

Fitting Home Equity into a Retirement Income Strategy
Wade Pfau
REBROADCAST
03/06/2020

Medicare Advantage vs. Medigap: Which plan is right for your clients?
Joanne Giardini-Russell and Cameron Giardini

Tax-Efficient Draw Downs in Retirement
Stephen Horan
REBROADCAST
03/23/2020

Understanding How Different Types of Annuities Work
Wade Phau

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

No Portfolio is an Island
David Blanchett

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

Heading Toward Social Security Reform
Bruce Schobel

Off With Your (Rule of) Thumbs!
Michael Falk

The DOL Fiduciary Rule and Your Duty of Care
Blaine Aikin

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

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

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

Where Senior Living and Retirement Planning Intersect, Opportunities Emerge

Brad Breeding

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

Pensionizing Your (Client’s) Nest Eggs: What, How and Why?
Alexandra MacQueen
REBROADCAST
02/26/2020

The Impact of Retirement Age Uncertainty on Retirement Outcomes
David Blanchett
REBROADCAST
04/01/2020

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