Retirement assets are the name of the game in today’s asset management world.
Stay up-to-date and be a true retirement professional with access to 60+ courses.

Registered investment adviser (RIA) firms, financial planners, banks and insurance professionals are now competing with Robo-Advisors and other electronic forms of asset management platforms. In addition, retirement income planning has changed a LOT in the retirement world over the last 10 years due to new research and thought leaders like David Blanchett, Wade Pfau, Steve Vernon, Curtis Cloke, Michael Falk, Jamie Hopkins, Shelley Giordano, Brad Breeding, Denise Appleby, Bob Mauterstock, Lili Vasileff, and almost 40 other national conference-level retirement speakers who we make available to you at your desk, on your tablet or on your phone.

Our course 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 plan advisors and educators. Meet your CFP®, CRC®, CRPC, CIMA, CPWA, RMA, ASPPA, and American College Professional Recertification CE requirements while increasing your knowledge on a variety of retirement-related topics presented by leading industry experts, from overview to advanced difficulty.

VIEW OUR UPCOMING AND PAST NO-QUIZ, LIVE AND REBROADCAST WEBINAR SCHEDULE HERE.

Be their advisor of choice with our convenient and valuable retirement CE courses.

CHOOSE FROM SINGLE retirement-specific live webinars and on-demand courses, or purchase a subscription. Courses are categorized into three retirement income planning categories.  Click on each category below to view courses available.

PLAN for Retirement Readiness Retirement readiness is holistic. It’s not just financial readiness. We help you PLAN for retirement readiness.

PROTECT from Retirement Risk Retirement risks can torpedo even the best-laid plans. We help you PROTECT the plan from retirement risks.

PROVIDE for Retirement Income Retirement income planning is more complex than accumulation. We help you PROVIDE retirement income.

CFP BOARD - CE Quality Partner - Retirement Resource Center

We are a CFP Board of Standards CE Quality Partner provider with 60+ CE courses accepted for CFP® continuing education (CE) credit. Each course is also eligible for those who have earned 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 certifications or designations. Access weekly live or rebroadcast courses on varying days and times for many convenient opportunities to increase your knowledge on a variety of retirement-related topics and meet CFP®, CRC®, CRPC, CIMA, CPWA, RMA, ASPPA, and American College Professional Recertification CE requirements. 

Save on 60+ courses with a subscription.

Our subscriptions are the easiest and most cost-effective way for retirement professionals like you to become and stay up-to-date with the current thinking in retirement. We offer two subscription levels that each offer full access to all our CE courses (VIEW COMPARISON HERE). The primary difference is between the number of no-quiz, live or rebroadcast courses available during your subscription. 

Single courses - $29 each

No-quiz webinars + on-demand courses

Choose individual courses you prefer from more than sixty no-quiz live/rebroadcast webinars or on-demand courses with quiz for CFP®, CRC®, ASPPA, American College, and other CE credit – $29 each.
See individual courses here.

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60+ Courses - 90 Days - $99

All Access Subscription – 90 Days / $99

Save on continuing education with full access to to three no-quiz live webinars and 10 rebroadcast webinars,  – PLUS – 60+ on-demand courses during your 90-day subscription.
Learn more: 60+ courses – 90 Days/$99

90 Days/$99 Purchase Now!
60+ Courses - 365 Days - $199

Annual Premier Subscription – Year $199

Become a retirement expert with access to 12 monthly no-quiz live and 40 weekly rebroadcast webinars, – PLUS – 60+ on-demand courses during you one-year subscription. 
Learn more: 60+ courses – 365 Days/$199

365 Days/$199 Purchase Now!
 

Gain 24/7/365 access to learn when and how is best for you.

30 Day Risk-Free GuaranteeChoose any of the individual webinars or courses below for $29 each, or save time and money by becoming a subscriber. Our continuing education subscriptions are the easiest and most cost-effective way for retirement professionals like you to become and stay up to date with the current thinking in retirement, help you stay competitive, and better serve your clients.

  • No exam is required for the monthly live or weekly rebroadcast webinars — the best way to painlessly earn CE throughout the year
  • Webinars and on-demand webinars are available separately for $29 each or receive full access to 60+ courses on-demand courses/quizzes for 365 days for only $199 or 90 days for $99.
  • You can earn over 52 CE credits a year without the need for additional exams by taking advantage of the weekly webinars included with your subscription!
  • Live webinars become available in on-demand webinar or audio (MP3 download) + handout formats, making it easy for you to learn and acquire CE credit in a format and time-frame that fits your busy life
  • A printable certificate is available certifying that you successfully earned CE credit after you take an on-demand webinar and/or audio course and pass the online quiz.
  • We know that you will be pleased with your purchase of any of our courses or subscription products.  If, however, you are not completely satisfied, just notify us within 30 days of your purchase to receive a full refund.

What others say about our retirement education

What people say about Retirement Resource Center courses

  • Gained the knowledge that there are tools available to help clients with this decision making process.
  • Always enjoy the webinars. Very informational. Relevant and timely topics. Refreshing!
  • The session was very informative and the presenter was very knowledgeable and easy to understand. The case studies were great.
  • I enjoy the webinars because they inform us of topics we don’t know too much about. It’s an experience where you come out with acquired knowledge. Thank you!
  • I’m so glad there are people who are specialists in this area since I am not!
  • OUTSTANDING! I love being in this profession!!!
  • The research was great. We still need better solutions; a shift in mindset. More practitioners talking about redefining retirement.
  • I love that RRC doesn’t shy away from these topics! Together, we’ll figure it out.
 

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