12/04/2018 IRA Beneficiary Designations and Surviving Spouse Strategies: Why Many IRA Owners Should Use a Retirement Plan Trust – Rex Hogue – REBROADCAST

Qualified retirement plans can create numerous estate planning problems. Upon death, an IRA is subject to income tax, federal estate tax, possible state income tax, and possible state inheritance tax. A retirement plan trust can avoid tax problems while it protects beneficiaries.

This course is brought to you from a recent live webinar and will be REBROADCAST on Tuesday, December 4, 2018, 3:00 PM – 4:00 PM EST – no need to take the online quiz to receive CE! Or you may take this online recorded webinar learning course at any time for 1 hr CFP®, CRC®, and other Continuing Education Credit when you pass the online quiz.

The course is $29 for non-members or free for members. Membership includes this no-quiz rebroadcast webinar, and 50+ live, rebroadcast, and recorded courses – 90 Days for $99 or 365 Days for $199. Become a Member and save on CE.


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11/06/2018 Optimizing Retirement Income Solutions in Defined Contribution Retirement Plans – Steve Vernon, Wade Pfau – REBROADCAST

See highlights conclusions from a 4 phase research project sponsored by the Society of Actuaries (SOA) and the Stanford Center on Longevity. It illustrates an analytical framework for evaluating retirement income generators that could be offered in DC retirement plans, and how to use a diversified portfolio approach.

This course is brought to you from a recent live webinar and will be REBROADCAST on Tuesday, November 6, 2018, 3:00 PM – 4:30 PM EDT – no need to take the online quiz to receive CE! Or you may take this online recorded webinar learning course at any time for 1.5 hrs CFP®, CRC®, and other Continuing Education Credit when you pass the online quiz.

The course is $29 for non-members or free for members. Membership includes this no-quiz rebroadcast webinar, and 50+ live, rebroadcast, and recorded courses – 90 Days for $99 or 365 Days for $199. Become a Member and save on CE.

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10/02/2018 Maximizing Your Clients’ Social Security – Matthew Allen – REBROADCAST

With over 10,000 baby boomers claiming their Social Security each day for the next twenty years, there are many questions about Social Security. The average couple receives over $1 million in lifetime Social Security benefits, so for many this will be a critical component of their overall retirement planning.

This course is brought to you from a recent live webinar and will be REBROADCAST on Tuesday, October 2, 2018, 3:00 PM – 4:00 PM EDT – no need to take the online quiz to receive CE! Or you may take this online recorded webinar learning course at any time for 1 hr CFP®, CRC®, and other Continuing Education Credit when you pass the online quiz.

The course is $29 for non-members or free for members. Membership includes this no-quiz rebroadcast webinar, and 50+ live, rebroadcast, and recorded courses – 90 Days for $99 or 365 Days for $199. Become a Member and save on CE.


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09/11/2018 10 Essential IRA Tips for Helping Clients Save Taxes and Avoid Penalties – Denise Appleby – REBROADCAST

Mistakes with IRA transactions are a common occurrence, which can result in loss of tax-deferred status and penalties being owed to the IRS. Advisors need to put measures in place to help their clients avoid mistakes and where possible, correct mistakes that have already been made.

Or you may take this online recorded webinar learning course at any time for This course is brought to you from a recent live webinar and will be REBROADCAST on Tuesday, September 11, 2018, 3:00 PM – 4:00 PM EDT – no need to take the online quiz to receive CE! Or you may take this online recorded webinar learning course at any time for 1 hr CFP®, CRC®, and other Continuing Education Credit when you pass the online quiz.

The course is $29 for non-members or free for members. Membership includes this no-quiz rebroadcast webinar, and 50+ live, rebroadcast, and recorded courses – 90 Days for $99 or 365 Days for $199. Become a Member and save on CE.


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08/07/2018 The Holy Grail of Retirement: How to increase income and growth while improving liquidity – Curtis Cloke – REBROADCAST

It is important to build portfolios that create a base of income they cannot destroy, one they cannot outlive, and when done correctly, protect principal that cannot be lost if dying to soon. Investing solutions should focus on income flow, discretionary liquidity, growth opportunities and legacy goals.

This course is brought to you from a recent live webinar and will be REBROADCAST on Tuesday, August 7, 2018, 3:00 PM – 4:00 PM EDT – no need to take the online quiz to receive CE! Or you may take this online recorded webinar learning course at any time for 1 hr CFP®, CRC®, and other Continuing Education Credit when you pass the online quiz.

The course is $29 for non-members or free for members. Membership includes this no-quiz rebroadcast webinar, and 50+ live, rebroadcast, and recorded courses – 90 Days for $99 or 365 Days for $199. Become a Member and save on CE.


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07/10/2018 Women and Retirement – Cindy Hounsell, Mary Beth Franklin, Shelley Giordano, Betty Meredith – REBROADCAST

In retirement, women are more at risk than men of living longer than expected, surviving a spouse, experiencing a “grey divorce”, being a caregiver, dealing with the long-term care expenses of a spouse, and eventually relying solely on Social Security for their retirement income. Help women clients prepare in advance.

This course is brought to you from a recent live webinar and will be REBROADCAST on Tuesday, July 10, 2018, 3:00 PM – 4:30 PM EDT – no need to take the online quiz to receive CE! Or you may take this online recorded webinar learning course at any time for 2 hrs CFP®, CRC®, and other Continuing Education Credit when you pass the online quiz.

The course is $29 for non-members or free for members. Membership includes this no-quiz rebroadcast webinar, and 50+ live, rebroadcast, and recorded courses – 90 Days for $99 or 365 Days for $199. Become a Member and save on CE.


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06/21/2018 Medicare 101 – The As, Bs, Cs, and Ds of Medicare – Erin Fisher – LIVE WEBINAR

Making the wrong decision in Medicare enrollment or non-enrollment can include lifetime financial penalties. You can help your clients manage Medicare costs by referring them to resources to help them make informed decisions and better understanding how taxable investment income can affect their monthly premiums.

CFP BOARD - CE Quality Partner - Retirement Resource Center

CFP BOARD – CE Quality Partner – Retirement Resource Center

This LIVE WEBINAR in which you may ask the presenter a question will be held on Thursday, June 21, 2018, Noon – 1:00 PM EDT – no need to take the online quiz to receive CE! If you miss the webinar you will be able to take the online recorded course 10-14 days after the live event to receive 1 hr CFP®, CRC®, and other Continuing Education Credit when you pass the online quiz.

The course is $29 for non-members or free for members. Membership includes this no-quiz LIVE webinar when you can ask the presenter questions, and 50+ live, rebroadcast, and recorded courses – 90 Days for $99 or 365 Days for $199. Become a Member and save on CE.

Click here to ask the presenter your question!

Ask your question to the presenter of this webinarEach month we feature a speaker who is presenting an upcoming webinar, in which you may ask the expert your specific question. If your question is selected during the webinar, you will receive either:

  • A 90-Day $99 membership for free, giving you full access to 50+ courses and any no-quiz webinars and rebroadcasts held during that time!
  • Or, if you are already a member you will have your membership extended by 90 days, at no extra fee!

You do not need to make a purchase or be present to win.


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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 – REBROADCAST

Most Americans are not saving enough for retirement. Further, we underestimate how much of our retirement income will be spent on health care costs. Health savings accounts (HSAs) can help fill a void by offering tax efficiency and flexibility to meet retirees’ changing needs as they age.

This course is brought to you from a recent live webinar and will be REBROADCAST on Tuesday, June 5, 2018, 3:00 PM – 4:00 PM EDT – no need to take the online quiz to receive CE! Or you may take this online recorded webinar learning course at any time for 1 hr CFP®, CRC®, and other Continuing Education Credit when you pass the online quiz.

The course is $29 for non-members or free for members. Membership includes this no-quiz rebroadcast webinar, and 50+ live, rebroadcast, and recorded courses – 90 Days for $99 or 365 Days for $199. Become a Member and save on CE.

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

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

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

“How much can I spend in retirement?”

Dr. Pfau has conducted an in-depth study and authored a new book that focuses on sustainable spending from investment portfolios in the face of a variety of retirement risks.

Estimates provided by traditional studies about sustainable spending may be too optimistic, or may be even higher than traditional studies imply. It is important for advisors to understand a variety of spending and asset allocation approaches in order to manage sequence of returns risk and develop sustainable spending strategies.

In “How Much Can I Spend in Retirement? A Guide to Investment-Based Retirement Income Strategies”, you will learn:

    1. Retirement income tools, philosophies, and strategies;
    2. How sustainable spending from investments adjusts in response to portfolio performance;
    3. Appropriate spending patterns for retirees
    4. Where theory meets practice: developing a sustainable spending strategy.

Your presenter for this course:

Wade Pfau, PhD, CFA

Wade Pfau, PhD, CFA

Wade D. Pfau, Ph.D., CFA

Wade D. Pfau, Ph.D., CFA, is a Professor of Retirement Income in the Ph.D. program for Financial and Retirement Planning at The American College in Brin Mawr, PA. He also serves as a Principal and Director for McLean Asset Management, helping to build retirement income solutions for clients, and Chief Planning Strategist of software provider inStream Solutions. He holds a doctorate in economics from Princeton University and publishes frequently in a wide variety of academic and practitioner research journals on topics related to retirement income.

Wade hosts the Retirement Researcher website and is a monthly columnist for Advisor Perspectives, a RetireMentor for MarketWatch, a contributor to Forbes, and an Expert Panelist for the Wall Street Journal. His research has been discussed in outlets including the print editions of The Economist, New York Times, Wall Street Journal, Time, Kiplinger’s, and Money Magazine. He is the author of Reverse Mortgages: How to Use Reverse Mortgages to Secure Your Retirement and How Much Can I Spend in Retirement? A Guide to Investment-Based Retirement Income Strategies.

Moderator: Betty Meredith, CFA, CFP®, CRC®, Int’l Retirement Resource Center

CFP BOARD - CE Quality Partner - Retirement Resource Center

CFP BOARD – CE Quality Partner – Retirement Resource Center

1 hr CFP®, CRC®, and other CE Credit Reporting

We will report your CFP® and/or CRC® credit (no additional reporting fee) – please add your ID at checkout. You are responsible for reporting all other certifications for CE credit.

Overall Rating: 4.3 / 5

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Authorize.Net

 

Retail: $29.00 Add to Cart

Video and audio MP3 formats available

MP3 Audio Download and PDF handoutSpecifications:   60-minute webinar course

Elearning coursesSKU:   03IRRCHowMuchCanISpend18

MP3 Audio Download and PDF handoutKnowledge Level:   3 – Intermediate

Retirement Resource Center Risk Free GuaranteeYour satisfaction guaranteed: We know that you will be pleased with your purchase of this product. If, however, you are not completely satisfied notify us within 30 days of your purchase to receive a full refund of your fee, less any CFP® CE reporting fees for courses that were filed prior to membership cancellation.

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06/21/2018 Medicare 101 – The As, Bs, Cs, and Ds of Medicare – Erin Fisher – LIVE WEBINAR

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

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

This LIVE WEBINAR in which you may ask the presenter questions will be held on Thursday, June 21, 2018, Noon – 1:00 PM EDT – no need to take the online quiz to receive CE! If you miss the webinar you will be able to take the online recorded course 10-14 days after the live event to receive 1 hr CFP®, CRC®, and other Continuing Education Credit when you pass the online quiz.

Whether a person is turning 65, working, not working or retiring after age 65, the maze of Medicare is a mixture of Federal Regulations, misinformation and unrelenting mailings from companies selling Medicare plans.

Your clients’ Medicare decision includes what additional plan to buy to offset their 20% of the bill, deductibles and coinsurance that Medicare itself does not pay when a claim is received. In addition, making the wrong decision in Medicare enrollment or non-enrollment can include lifetime financial penalties.

You can help your clients manage Medicare costs by referring them to resources to help them make informed decisions and better understanding how taxable investment income can affect their monthly premiums.

In “Medicare 101 – The As, Bs, Cs, and Ds of Medicare”, you will learn:

  • The four parts of Medicare
  • What additional plans are available
  • When to enroll in Medicare
  • How much Medicare cost
  • How the Medicare Prescription plan works
  • How to find a Medicare professional
Your presenter for this course:
Erin Fisher, President of Find Medicare Plans

Erin Fisher, President of Find Medicare Plans

Erin Fisher, President of Find Medicare Plans

Erin Fisher is President of Find Medicare Plans, a national Medicare company. She founded the company ten years ago. Her 24 years of Medicare sales and management were with United Healthcare, Emblem Health and Oxford Health Plans. Her accounts at these carriers included General Motors, IBM, Marriot, American Airlines, Delta Airlines, Federated Department Stores and the United Nations.

She is a member of the National Association of Health Underwriters (NAHU); NAHU National Medicare Advisory Group; NAHU Connecticut Board Member, NAHU Leading Producers. Through this organization she has been successful in getting Federal legislation passed to reduce burdensome regulations on Medicare enrollees and is lobbying to effect further changes in Medicare regulations.

Moderator: Betty Meredith, CFA, CFP®, CRC®, Int’l Retirement Resource Center

Click here to ask the presenter your question!

Ask your question to the presenter of this webinarEach month we feature a speaker who is presenting an upcoming webinar, in which you may ask the expert your specific question. If your question is selected during the webinar, you will receive either:

  • A 90-Day $99 membership for free, giving you full access to 50+ courses and any no-quiz webinars and rebroadcasts held during that time!
  • Or, if you are already a member you will have your membership extended by 90 days, at no extra fee!

You do not need to make a purchase or be present to win.

CFP BOARD - CE Quality Partner - Retirement Resource Center

CFP BOARD – CE Quality Partner – Retirement Resource Center

1 hr CFP®, CRC®, and other CE Credit Reporting

We will report your CFP® and/or CRC® credit (no additional reporting fee) – please add your ID at checkout. You are responsible for reporting all other certifications for CE credit.

Overall Rating: Not rated yet / 5

Authorize.Net

Authorize.Net

 

Retail: $29.00 Add to Cart

Video and audio MP3 formats available

MP3 Audio Download and PDF handoutSpecifications: 60-minute webinar course

Elearning coursesSKU: 03IRRCMedicare10118

MP3 Audio Download and PDF handoutKnowledge Level: 2 – Overview

Retirement Resource Center Risk Free GuaranteeYour satisfaction guaranteed: We know that you will be pleased with your purchase of this product. If, however, you are not completely satisfied notify us within 30 days of your purchase to receive a full refund of your fee, less any CFP® CE reporting fees for courses that were filed prior to membership cancellation.

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

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

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

 

Most parents want to age in place, so a medical crisis can put families into a tailspin if a plan is not in place ahead of time.

Adult children who assume the role of caregiver must re-organize their business and personal lives to meet the needs of an aging loved one, as well as find funds to meet the unexpected health costs.

It is important for advisors to understand the needs typically associated with a medical event of an aging loved one, how it might affect the retirement security of the aging client and their adult children caregivers, and what can be done to help clients be financially and legally prepared.

In “How to Protect an Aging Client’s or Adult Child’s Retirement Security from a Medical Crisis”, you will learn:
• How advisors can and should help their aging clients and their clients’ adult children prepare for a health event ahead of time.
• A portrait of family caregivers to aging loved ones, and what can happen to their retirement security if their needs are not addressed.
• The consequence of advisors not having relationships with the adult children of aging clients.
• Why it is important to develop a team of professionals to refer.

Annalee Kruger, President, Care Right, Inc.

Annalee Kruger, President, Care Right, Inc.

Your presenter for this course:
Annalee Kruger’s mission is to help families be pro-active and put plans in place before a medical crisis occurs. While she serves families in SW Florida, she also serves families across the US. Gone are the days of families living in the same zip code, let alone time zone. Annalee helps families with her virtual guidance service and virtual family meetings and family coaching/education.
In 2011 she founded Care Right Inc. to help families with aging loved ones navigate through the long-term care industry and cope with issues family caregivers encounter. Care Right’s mission is to help families be pro-active by facilitating difficult conversations early on, explain the importance of having their legal documents in order, explain the costs of health care, why having a financial plan is important, and developing a plan of care which incorporates the legal and financial planning.
She has worked with thousands of facility residents, their families, and caregivers as well as numerous health care agencies, and delivered hundreds of trainings and in-services to professionals and family caregivers on a variety of topics. Annalee has also provided business training for organizations across the US and China. Annalee has worked at every level in the long-term care industry, starting as a social worker over 25 years ago and eventually directing all operations of a community-based continuum of care retirement facility. Annalee earned her MBA at Cardinal Stritch University; her certificates in six sigma black belt; family mediation; and PTSD, grief, trauma, and loss counselling. She is a member of the National Speaker’s Association, National Association of Social Workers, and a sponsor of the Financial Planners Association in Wisconsin and Florida.

Moderator: Betty Meredith, CFA, CFP®, CRC®, Int’l Retirement Resource Center

1 hr CFP®, CRC®, and other CE Credit Reporting

We will report your CFP® and/or CRC® credit (no additional reporting fee) – please add your ID at checkout. You are responsible for reporting all other certifications for CE credit.

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

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

Overall Rating: 4.5 / 5

Retail: $29.00 Add to Cart

Video and audio MP3 formats available

MP3 Audio Download and PDF handoutSpecifications:   60-minute webinar course

Elearning coursesSKU:   03IRRCHowToProtect18

MP3 Audio Download and PDF handoutKnowledge Level:   3 – Intermediate

Retirement Resource Center Risk Free GuaranteeYour satisfaction guaranteed: We know that you will be pleased with your purchase of this product. If, however, you are not completely satisfied notify us within 30 days of your purchase to receive a full refund of your fee, less any CFP® CE reporting fees for courses that were filed prior to membership cancellation.

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Online CE 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 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

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
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
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