Retirement and income planning has substantially changed in the last 10 years due to new research, thought leadership and training of David Blanchett, Wade Pfau, Mary Beth Franklin, Jamie Hopkins, Heather Schreiber, Denise Appleby, Emily Gang, Shelley Giordano, and Robert Laura. We make these insights available to you multiple convenient times a week, accessible at desk, on your tablet, or on your phone.
Our Retirement Essentials Training is a 12-week retirement planning and retirement income planning education and training webinar series. It is designed especially for retirement plan advisors, financial advisors, insurance agents, registered investment adviser (RIA) firms, and banking employees who do not hold designations which require CE, yet seek high-quality retirement education and training to retain and attract 401(k)/403(b)/457, IRA, Roth, taxable and other retirement assets.
Quickly become up-to-date with our valuable and convenient retirement education training webinars.
We’ve selected 12 of our over 50 courses approved for continuing education credit from the CFP Board, that when taken together, will provide you with the retirement essentials you need to help your clients become retirement secure.
This 12-week subscription is the easiest, most cost and time-effective way to become up-to-date with the today’s retirement and income planning strategies for those who do not need continuing education credit.
What You'll Learn in Retirement Essentials Training
Retirement income planning is more complex than accumulation.
The Current Course List for Retirement Essentials Training
Topics include:
- The true cost of retirement
- Retirement planning beyond the dollars and cents
- Social Security and Medicare
- Navigating the critical ages of retirement
- Retirement spending
- Retirement income and strategies
- Investing and lifetime income
- Women and housing wealth/reverse mortgages
- Tax planning
- Critical rules for moving retirement accounts
Mondays: 12 – 1 pm
Tuesdays: 2 – 3 pm
Wednesdays: 9 – 10 am
Thursdays: 4 – 5 pm
Fridays: 11 am – 12 pm
Retirement Essentials Training
12-WEEK WEBINAR SERIES-
Quickly and cost-effectively learn today's retirement essentials
-
Courses are available multiple times a week to fit your schedule
-
Topics include: The true cost of retirement; retirement planning beyond the dollars and cents; Social Security and Medicare; navigating the critical ages of retirement; retirement spending; retirement income and strategies; investing and lifetime income; reverse mortgages; tax planning; critical rules for moving retirement accounts.
-
Ideal for those who don't need CE credits
Your satisfaction is guaranteed. We know you will be pleased with your purchase. If, however, you are not completely satisfied, just notify us within 30 days of your purchase to receive a full refund of your fee.
Not familiar with on-demand courses? We help you be sure you’re comfortable navigating our online system. We are committed to making our courses and subscriptions user-friendly. Just contact our customer service department by email anytime or by phone 586.677.7900 during regular business hours.