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Retirement Insight and Trends --- FREE Quarterly online newsletter - Earn 1-2 CE each issue!

Retirement Insight and Trends --- FREE Quarterly online newsletter - Earn 1-2 CE each issue!

InFRE's "Retirement Insight and Trends" newsletter is written to keep you abreast of what's happening in the field of retirement readiness, counseling, planning and income management.

 

Earn 1 hour of CFP®, CRC®, ASPPA, CLU®, ChFC®, RICP®, CASL and other CE credit for each of the issues listed here by reading the articles and passing the online quiz. CRC® reporting is free. CFP® reporting is $15 (free if you are a member). You self-report ASPPA, CLU®, ChFC®, RICP®, CASL and other CE.

 

CLU®, ChFC®, RICP®, CASL and other CE courses ASPPA CE courses CRC® CE courses CFP® CE courses Each issue consists of 3 - 5 articles by leading retirement industry experts including those pictured below and many others, covering topics that will help you help your clients, employees, or yourself as a future retiree to be on top of trends in the field of retirement.

 

Anna Rappaport, FSA, MAAA – Post-retirement Needs and Risks Thought Leader
Anna Rappaport
Stephen Horan, PhD, CFA, CIPM, Managing Director, Credentialing, CFA Institute
Stephen Horan
Alexandra Macqueen, CFP® – Personal Finance Author & Expert
Alexandra Macqueen
Manish Malhotra, MBA – Expert on Retirement Income Planning Software
Manish Malhotra
Jodi DiCenzo, CFA, CPA – Behavioral Finance Expert
Jodi DiCenzo
John E. Nelson – Purposeful Retirement Advocate, Author & Coach
John Nelson
Greenwald, Matthew, PhD – Retirement Research Expert
Mathew Greenwald
Appleby, Denise, APA, CISP, CRPS, CRC®, CRSP – IRA Strategies for Mistakes Prevention Expert
Denise Appleby
Blanchett, David, CFA, CFP®, AIFA – Past president of the Association of Divorce Financial Planners
David Blanchett
Giordano, Shelley – Chair of the Funding Longevity Task Force
Shelley Giordano
Falk, Michael, CFA, CRC® – Behavioral Finance and Investment Management Expert
Michael Falk
Timmermann, Sandra, EdD – Successful Aging in Retirement Expert
Sandra Timmermann

 

Retirement Insight and Trends - Past Issues by Year

Click the icons below to view other issues by year or click here for a chronological list of past issues.

 

Retirement InSight and Trends Newsletter - 2017 - Active Issues Retirement InSight and Trends Newsletter - 2016 - Active Issues Retirement InSight and Trends Newsletter - 2015 - Active Issues
Sign up here to receive Retirement Insight & Trends newsletter FREE, direct to your inbox once each quarter.

 

Retirement Insight and Trends - Chronological listing of all issues

 

Add to CartEarn CE with free back issues!

 

Did you miss an issue of Retirement Insight and Trends? Just click "Add to Cart" next to any of the past issues below you may have missed. Then CHECK OUT HERE to earn CFP®, CRC®, ASPPA, and PACE CE credit by reading the articles and passing the online quiz. CRC® reporting is free, CFP® reporting $15 (FREE if you are a member); self-report ASPPA, PACE CE.

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InFRE's 2015 1st Qtr Issue of Retirement Insight and Trends

InFRE's 2015 1st Qtr Issue of Retirement Insight and Trends

1 hr CFP®, ASPPA, CLU®, ChFC®, RICP®, CASL and other CE -- The 1st Qtr 2015 free quarterly newsletter has articles by leading retirement experts Seibert, Timmermann, Falk and Nelson.
$0.00
InFRE's 2015 2nd Qtr Issue of Retirement Insight and Trends

InFRE's 2015 2nd Qtr Issue of Retirement Insight and Trends

1 hr CFP®, ASPPA, CLU®, ChFC®, RICP®, CASL and other CE -- The 2nd Qtr 2015 free quarterly newsletter has articles by leading retirement experts Blanchett, McPherson, Nelson, Fornia, and Rhee.
$0.00
InFRE's 2015 3rd Qtr Issue of Retirement Insight and Trends

InFRE's 2015 3rd Qtr Issue of Retirement Insight and Trends

1 hr CFP®, ASPPA, CLU®, ChFC®, RICP®, CASL and other CE -- The 3rd Qtr 2015 free quarterly newsletter has articles by leading retirement experts Mastrogiovanni, Kessler, Baker, Cloke, and Appleby.
$0.00
InFRE's 2015 4th Qtr Issue of Retirement Insight and Trends

InFRE's 2015 4th Qtr Issue of Retirement Insight and Trends

1 hr CFP®, ASPPA, CLU®, ChFC®, RICP®, CASL and other CE -- The 4th Qtr 2015 free quarterly newsletter has articles by leading retirement experts Bischoff, Macqueen, and Sullivan.
$0.00
InFRE's 2016 1st Qtr Issue of Retirement Insight and Trends

InFRE's 2016 1st Qtr Issue of Retirement Insight and Trends

1 hr CFP®, ASPPA, CLU®, ChFC®, RICP®, CASL and other CE -- Apr 2016 articles include No Portfolio Is an Island by Blanchett, Tax Efficient Drawdowns by Horan, and Housing for Retirees by Falk
$0.00
InFRE's 2016 2nd Qtr Issue of Retirement Insight and Trends

InFRE's 2016 2nd Qtr Issue of Retirement Insight and Trends

1 hr CFP®, ASPPA, CLU®, ChFC®, RICP®, CASL and other CE -- 2016 2nd Qtr free newsletter features Greenwald on Middle Income Retirement, Timmermann on the Aging Brain, and Habib on Retirement Income Sustainability
$0.00
InFRE's 2016 3rd Qtr Issue of Retirement Insight and Trends

InFRE's 2016 3rd Qtr Issue of Retirement Insight and Trends

1 hr CFP®, ASPPA, CLU®, ChFC®, RICP®, CASL and other CE -- The October 2016 free newsletter features articles on Housing Wealth by Shelley Giordano, Grey Divorce by Andrew Samalin, and a brief of the GAO study on retirement security.
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InFRE's 2016 4th Qtr Issue of Retirement Insight and Trends

InFRE's 2016 4th Qtr Issue of Retirement Insight and Trends

1 hr CFP®, CRC®, ASPPA, CLU®, ChFC®, RICP®, CASL CE -- The January 2017 free quarterly newsletter features articles on Women and Retirement, Optimal Retirement Income Solutions in DC Plans, and an excerpt GAO Report on 401(K) Plans.
$0.00
InFRE's 2017 1st Qtr Issue of Retirement Insight and Trends

InFRE's 2017 1st Qtr Issue of Retirement Insight and Trends

1 hr CFP®, CRC®, ASPPA, CLU®, ChFC®, RICP®, CASL CE -- The April 2017 free quarterly newsletter features articles on Three Steps to Helping Clients Manage Health Costs, How to Use Reverse Mortgages, and Change in Household Spending.
$0.00
InFRE's 2017 2nd Qtr Issue of Retirement Insight and Trends

InFRE's 2017 2nd Qtr Issue of Retirement Insight and Trends

1 hr CFP®, CRC®, ASPPA, CLU®, ChFC®, RICP®, CASL CE -- The July 2017 free quarterly newsletter features articles on Elder Law Basics, HSAs, and Where Senior Living and Retirement Planning Intersect, Opportunities Emerge
$0.00
InFRE's 2017 3nd Qtr Issue of Retirement Insight and Trends

InFRE's 2017 3nd Qtr Issue of Retirement Insight and Trends

1 hr CFP®, CRC®, ASPPA, CLU®, ChFC®, RICP®, CASL CE -- The October 2017 free quarterly newsletter features articles on Elder Law Basics, Social Security, and How to Increase Income and Growth
$0.00
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