A custom retirement conference at your fingertips for up to 25 individuals
Access a group learning package for up to 25 people for less than three attending a retirement conference! Bring today’s leading experts in retirement income, retirement risks, retirement happiness, and decumulation into your office, home or daily commute. Includes twelve, on-demand professional development webinars from today’s leading experts in retirement income, retirement risks, retirement happiness, and decumulation. A recommended learning plan is included; customization is available.
Courses are perfect for registered investment advisory firms, wealth management firms, personal financial planning accounting firms, and public sector retirement systems’ customer service teams.
- Provides the opportunity for advisors to better understand how to meet the retirement needs of your clients and members with your products and services.
- Custom design of a rebroadcast and/or on-demand webinar learning plan based on your desired results, and/or your selection of speakers and topics.
- Choose from over 60 conference-quality courses. New courses are released every month.
- Accessible on desktops, laptops, tablets or phones.
- We report directly to the CFP Board, the Investments and Wealth Management Institute, the International Foundation for Retirement Education (InFRE), and
- CE is reported directly to the CFP Board of Standards (CFP), American College (RICP, ChFC), College for Financial Planning, Investments and Wealth Institute (CIMA, CPWA, RMA) and the International Foundation for Retirement Education (CRC). We provide CE certificates as proof of attendance for self-reporting other professional designation continuing education credit.
- We provide reports documenting the courses successfully completed by each individual and number of education hours completed by the organization as a whole
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