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 50 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.

Each course is $29 when purchased separately (click on the course name for more information), or receive access to all online and upcoming live courses when you Become a Member, 90 Days for $99 or 365 days for $199.

View entire course selection of live, rebroadcast, and recorded webinar courses below.

Scroll below to see all upcoming live and rebroadcast webinars (no quiz required for CE) and online prerecorded elearning webinar courses (online quiz required to receive CE).


Choose from 50+ high-quality, informative webinars by today's leading experts.

A - FG - MM - TT - Z
REBROADCAST
09/11/2018

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

Grey Divorce and Retirement
Andrew Samalin

Money for Life: Help your plan participants avoid going broke in retirement
Steve Vernon
REBROADCAST
08/07/2018

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
No Portfolio is an Island
David Blanchett
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
LIVE WEBINAR
05/17/2018

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


Off With Your (Rule of) Thumbs!

Michael Falk

The Platinum Retirement Challenge - Gray Divorce
Lili Vasileff

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

How to “Pensionize” Any IRA or 401(k) Plan
Steve Vernon
REBROADCAST
11/06/2018

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

The Silver Tsunami and Long-Term Care
Nyal Bischoff
Behavioral Insights to Improve Retirement Security
Jodi DiCenzo
How to “Pensionize” Any IRA or 401(k) Plan
Steve Vernon
Pensionizing Your (Client’s) Nest Eggs: What, How and Why?
Alexandra MacQueen
The Stage is Set for Serving the Mid-Market
Betty Meredith
REBROADCAST
06/05/2018

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

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

Principles of Effective One-to-One Communication
Joe Tabers

Three Steps to Helping Clients Manage Health Care Costs in Retirement
David Armes
Changing Behavior or Changing Attitudes
Diane Savage
Integrating Home Equity and Retirement Savings through the "Rule of 30"
Neuwirth and Sacks
Protecting Your Clients from Financial Elder Fraud
David Kessler
Traditional IRA Distributions: Optional, Required, Penalties, and Tax Reporting
Denise Appleby
Don't Let Disability Derail Retirement Security
Rappaport and Kaleda
Introduction to Managing Retirement Income
Kevin Seibert
Retirement as a Time to Reinvent, Rewire, and Renew
Diane Savage
Understanding Communication Styles
Joe Tabers
Elder Law Basics: Long Term Care Medicaid & Asset Protection Planning for Seniors
Amber Woodland
Investing in Bonds in a Rising Rate Environment
Greg Prost
Retirement Happiness: Planning for a Successful Transition
John Nelson
What Advisors Need to Know About Qualified Longevity Annuity Contracts
Gary Baker

Enough About the Assets Already!
Michael Falk
REBROADCAST
12/04/2018

IRA Beneficiary Designations and Surviving Spouse Strategies: Why Many IRA Owners Should Use a Retirement Plan Trust
Rex Hogue

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

What Color Is Your Parachute? for Retirement: Planning for Prosperity, Health and Happiness
John Nelson
Estimating the True Cost of Retirement
David Blanchett
Is Retirement Past Its Prime? The Economic & Behavioral Realities of Retirement
Michael Falk
Standby Reverse Mortgages: A Risk Management Tool for Retirement Distributions
John Salter
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
REBROADCAST
10/02/2018

Maximizing Your Clients’ Social Security
Matthew Allen

Tax-Efficient Draw Downs in Retirement
Stephen Horan

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
LIVE WEBINAR
06/21/2018

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

The Decision to Retire and Post-Retirement Financial Strategies: Insight from Eight Focus Groups
Greenwald and Bogosian
REBROADCAST
07/10/2018

Women and Retirement
Cindy Hounsell, Mary Beth Franklin, Shelley Giordano, Betty Meredith
REBROADCAST
05/01/2018

Fitting Home Equity into a Retirement Income Strategy
Wade Pfau

Misperceptions and Management of Retirement Risks
Carol Bogosian

The DOL Fiduciary Rule and Your Duty of Care
Blaine Aikin

Year-end Planning and Compliance Requirements for IRAs
Denise Appleby