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 - OO - TT - Z

10 Essential IRA Tips for Helping Clients Save Taxes and Avoid Penalties
Denise Appleby
LIVE WEBINAR
10/10/2019

Heading Toward Social Security Reform
Bruce Schobel

Optimizing Retirement Income Solutions in Defined Contribution Retirement Plans
Steve Vernon and Wade Pfau
REBROADCAST
09/12/2019

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

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
REBROADCAST
10/29/2019

The Platinum Retirement Challenge - Gray Divorce
Lili Vasileff

Addressing the Longevity Challenge: Housing Wealth Strategies that Improve Portfolio Survival
Bruce McPherson
REBROADCAST
10/02/2019

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 Stage is Set for Serving the Mid-Market
Betty Meredith
REBROADCAST
08/28/2019

Advance Care Planning: A Critical Component for Building Client Relationships
Paul Malley
REBROADCAST
11/25/2019

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

Protecting Your Clients from Financial Elder Fraud
David Kessler
REBROADCAST
09/06/2019

The Value of Safe Home Care
Phil Bongiorno
REBROADCAST
12/03/2019

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

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

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
REBROADCAST
09/24/2019

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

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

Traditional IRA Distributions: Optional, Required, Penalties, and Tax Reporting
Denise Appleby

Changing Behavior or Changing Attitudes

Diane Savage

Investing in Bonds in a Rising Rate Environment
Greg Prost
REBROADCAST
12/11/2019

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

Understanding Communication Styles

Joe Tabers

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
LIVE WEBINAR
12/19/2019

Understanding How Different Types of Annuities Work
Wade Phau

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

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

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

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

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

Where Senior Living and Retirement Planning Intersect, Opportunities Emerge

Brad Breeding

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

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

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

Year-end Planning and Compliance Requirements for IRAs
Denise Appleby

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

Off With Your (Rule of) Thumbs!
Michael Falk
LIVE WEBINAR
09/19/2019

The Financial Planner as Retirement Architect: Using behavioral insights to foster smarter retirement decisions
Gillian Leithman