Retirement CE Courses On-demand

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Our On-demand Courses

Meet your CE requirements while increasing your knowledge on a variety of retirement-related topics presented by leading industry experts, from overview to advanced difficulty. Courses are pre-approved for CFP®, CRC®, American College, College for Financial Planning, ASPPA and many other designation CE credit.

Topics 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.

Our on-demand courses are available for purchase individually at $29 each.

On-demand courses are recordings of our past live webinars, typically one (1) hour in length.

As self-study courses, they require earning a 70% score on the quiz to be awarded CE credit.

We report CE earned directly to the CFP Board and the International Foundation for Retirement Education (InFRE) on your behalf.

On-demand Courses by retirement and income planning phase.

Click on the titles below to learn more and purchase.

PLAN for Retirement Readiness	PROTECT the Plan from Retirement Risks	PROTECT the Plan from Retirement Risks	PROVIDE Retirement Income for Life	PROVIDE Retirement Income for Life
A Primer for Advisors on the Aging Brain: Understanding Cognitive Impairment, Taking Action Steps Sandra Timmermann	REBROADCAST 12/29/2020 21st Century Longevity, Health, & Wealth: Preparing for Health Care Risks in Retirement Heather Holmes	The “Missing Link”: The Broadening Extended and LTC Planning Options Carroll Golden	Guaranteed Income: The Forgotten Household Assets David Blanchett	Pensionizing Your (Client’s) Nest Eggs: What, How and Why? Alexandra MacQueen
Retirement Happiness: Planning for a Successful Transition John Nelson	21st Century Medicare Planning to Protect Your Client’s Healthcare Rights and Retirement Savings Emily Gang	The Personal Cost of Caregiving: Women Need to Protect THEIR Retirement Too! Cindy Hounsell	Optimizing Retirement Income Solutions in Defined Contribution Retirement Plans Steve Vernon and Wade Pfau	Social Security: Uncovering Opportunities to Bring Value to Your Clients and Prospects Heather Schreiber
Is Retirement Past Its Prime? The Economic & Behavioral Realities of Retirement Michael Falk	A 21st Century Connection: Health and Wealth Ron Mastrogiovanni	The Platinum Retirement Challenge - Gray Divorce Lili Vasileff	Housing for Retirees: Buy, Sell or Hold? Michael Falk	REBROADCAST 11/23/2020 Reverse Mortgage Strategies for the Middle Market: An Alternative Asset Buffer Shelley Giordano
Retirement Planning Beyond the Dollars and Cents Robert Laura	The Value of Safe Home Care Phil Bongiorno	Heading Toward Social Security Reform Bruce Schobel	Addressing the Longevity Challenge: Housing Wealth Strategies that Improve Portfolio Survival Bruce McPherson	Reverse Mortgage for Purchase: Helping Seniors Buy a Right-Size Home with the Right Tool Allen Chao
Understanding Communication Styles for More Effective Client Relations Joseph Tabers	Three Steps to Helping Clients Manage Health Care Costs in Retirement David Armes	Protecting Your Clients From Financial Abuse Bob Mauterstock	How Much Can I Spend in Retirement? A Guide to Investment-Based Retirement Income Strategies Wade Pfau	Understanding How Different Types of Annuities Work Wade Phau
The Couple’s Retirement Puzzle: Helping Couples Navigate Their Retirement Transition Dorian Mintzer	Protecting Your Clients from Financial Elder Fraud David Kessler	Advance Care Planning: A Critical Component for Building Client Relationships Paul Malley	How to Make Your Clients’ Money Last Longer with Withdrawal Sequence Strategies William Meyer	Maximizing Your Clients’ Social Security Matthew Allen
What Color Is Your Parachute? for Retirement: Planning for Prosperity, Health and Happiness John Nelson	How to Protect an Aging Client’s or Adult Child’s Retirement Security from a Medical Crisis Annalee Kruger	REBROADCAST 12/16/2020 Building a Generational Practice with Extended and Long Term Care - Carroll Golden Carroll Golden	Integrating Home Equity and Retirement Savings through the "Rule of 30" Neuwirth and Sacks	Tax-Efficient Draw Downs in Retirement Stephen Horan
Effective One-to-One Communication for Advisors and Retirement Counselors Joseph Tabers	LIVE WEBINAR 12/02/2020 Advisor’s Guide to Health Savings Accounts: Differentiate Yourself Kelley Long	Elder Law Basics: Long Term Care Medicaid & Asset Protection Planning for Seniors Amber Woodland	No Portfolio is an Island David Blanchett	Key IRA Changes Made by the SECURE Act Denise Appleby
Behavioral Finance: Why Do We Do the Things We Do Michael Wilson	Where Senior Living and Retirement Planning Intersect, Opportunities Emerge Brad Breeding	America’s REAL Retirement Coverage Crisis Solution - The HSA in Your Future Jack Towarnicky	Managing Retirement Income: What Your Clients Need to Know Kevin Seibert	Estimating the True Cost of Retirement David Blanchett
What's Trending in the Field of Aging? Connecting the Dots with Financial Services Sandra Timmermann	The Impact of Retirement Age Uncertainty on Retirement Outcomes David Blanchett	Off With Your (Rule of) Thumbs! Michael Falk	The Holy Grail of Retirement: How to increase income and growth while improving liquidity Curtis Cloke	Fitting Home Equity into a Retirement Income Strategy Wade Pfau
Women and Retirement Cindy Hounsell, Mary Beth Franklin, Shelley Giordano, Betty Meredith	Medicare Advantage vs. Medigap: Which plan is right for your clients? Joanne Giardini-Russell and Cameron Giardini	Medicare 101 – The As, Bs, Cs, and Ds of Medicare Erin Fisher	REBROADCAST 12/21/2020 Everything You Need to Know… About Investing Michael Falk	Through the Looking Glass: Three Popular Retirement Income Philosophies Jamie Hopkins
Hacking Longevity: How Three Generations Over 50 are Navigating Longer Lives Lori Bitter

Alphabetical List of On-demand Courses

Click on the titles below to learn more and purchase.

A - F	G - N	N - T	T - Z
REBROADCAST 12/29/2020 21st Century Longevity, Health, & Wealth: Preparing for Health Care Risks in Retirement Heather Holmes	Guaranteed Income: The Forgotten Household Assets David Blanchett	Off With Your (Rule of) Thumbs! Michael Falk	The “Missing Link”: The Broadening Extended and LTC Planning Options Carroll Golden
21st Century Medicare Planning to Protect Your Client’s Healthcare Rights and Retirement Savings Emily Gang	Hacking Longevity: How Three Generations Over 50 are Navigating Longer Lives Lori Bitter	Optimizing Retirement Income Solutions in Defined Contribution Retirement Plans Steve Vernon and Wade Pfau	The Personal Cost of Caregiving: Women Need to Protect THEIR Retirement Too! Cindy Hounsell
A 21st Century Connection: Health and Wealth Ron Mastrogiovanni	Heading Toward Social Security Reform Bruce Schobel	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	Housing for Retirees: Buy, Sell or Hold? Michael Falk	Protecting Your Clients From Financial Abuse Bob Mauterstock	The Personal Cost of Caregiving: Women Need to Protect THEIR Retirement Too! Cindy Hounsell
Addressing the Longevity Challenge: Housing Wealth Strategies that Improve Portfolio Survival Bruce McPherson	How Much Can I Spend in Retirement? A Guide to Investment-Based Retirement Income Strategies Wade Pfau	Protecting Your Clients from Financial Elder Fraud David Kessler	Three Steps to Helping Clients Manage Health Care Costs in Retirement David Armes
Advance Care Planning: A Critical Component for Building Client Relationships Paul Malley	How to Make Your Clients’ Money Last Longer with Withdrawal Sequence Strategies William Meyer	Retirement Happiness: Planning for a Successful Transition John Nelson	Through the Looking Glass: Three Popular Retirement Income Philosophies Jamie Hopkins
LIVE WEBINAR 12/02/2020 Advisor’s Guide to Health Savings Accounts: Differentiate Yourself Kelley Long	How to Protect an Aging Client’s or Adult Child’s Retirement Security from a Medical Crisis Annalee Kruger	Retirement Planning Beyond the Dollars and Cents Robert Laura	Understanding Communication Styles for More Effective Client Relations Joseph Tabers
America’s REAL Retirement Coverage Crisis Solution - The HSA in Your Future Jack Towarnicky	Integrating Home Equity and Retirement Savings through the "Rule of 30" Neuwirth and Sacks	Reverse Mortgage for Purchase: Helping Seniors Buy a Right-Size Home with the Right Tool Allen Chao	Understanding How Different Types of Annuities Work Wade Phau
Behavioral Finance: Why Do We Do the Things We Do Michael Wilson	Is Retirement Past Its Prime? The Economic & Behavioral Realities of Retirement Michael Falk	REBROADCAST 11/23/2020 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
REBROADCAST 12/16/2020 Building a Generational Practice with Extended and Long Term Care - Carroll Golden Carroll Golden	Key IRA Changes Made by the SECURE Act Denise Appleby	Social Security: Uncovering Opportunities to Bring Value to Your Clients and Prospects Heather Schreiber	What's Trending in the Field of Aging? Connecting the Dots with Financial Services Sandra Timmermann
Effective One-to-One Communication for Advisors and Retirement Counselors Joseph Tabers	Managing Retirement Income: What Your Clients Need to Know Kevin Seibert	Tax-Efficient Draw Downs in Retirement Stephen Horan	Where Senior Living and Retirement Planning Intersect, Opportunities Emerge Brad Breeding
Elder Law Basics: Long Term Care Medicaid & Asset Protection Planning for Seniors Amber Woodland	Maximizing Your Clients’ Social Security Matthew Allen	The Couple’s Retirement Puzzle: Helping Couples Navigate Their Retirement Transition Dorian Mintzer	Women and Retirement Cindy Hounsell, Mary Beth Franklin, Shelley Giordano, Betty Meredith
Estimating the True Cost of Retirement David Blanchett	Medicare 101 – The As, Bs, Cs, and Ds of Medicare Erin Fisher	The DOL Fiduciary Rule and Your Duty of Care Blaine Aikin
REBROADCAST 12/21/2020 Everything You Need to Know… About Investing Michael Falk	Medicare Advantage vs. Medigap: Which plan is right for your clients? Joanne Giardini-Russell and Cameron Giardini	The Holy Grail of Retirement: How to increase income and growth while improving liquidity Curtis Cloke
Fitting Home Equity into a Retirement Income Strategy Wade Pfau	No Portfolio is an Island David Blanchett	The Impact of Retirement Age Uncertainty on Retirement Outcomes David Blanchett