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Retirement Learning Plans for Advisors and Consumers

 

Looking for a cost-effective way to deepen and broaden your team’s understanding of decumulation and retirement income planning?

According to the Investment Company Institute, total US retirement assets were $28 trillion as of March 31, 2018, accounting for 34 percent of all household financial assets in the United States. There is a critical need for knowledgeable professionals to help current and future retirees make informed decisions.

A fiduciary duty of loyalty (putting the best interests of the client first) is only one-half of the fiduciary standard. As retirement professionals, we also are required to meet a fiduciary duty of care, which means competently, diligently and prudently advising clients of their options. Investing in retirement-specific professional development helps you meet both standards.

The Retirement Resource Center provides national conference-level programs by leading experts so financial and retirement professionals, support staff, and public sector retirement systems help their affluent and middle-income clients and members make decisions that fortify their retirement security and peace of mind.

A custom retirement conference at your fingertips for up to 25 individuals.

Access this one-stop group learning package for the cost of registration and travel of one person attending a national conference! These relevant one-hour courses and recommended learning plans allow attendees to share a common base of understanding and have access to the current thinking in decumulation, retirement risks, retirement happiness, and retirement income.

Courses are perfect for small financial planning firms, registered investment advisory firms, personal financial planning accounting firms, and public sector retirement systems:

Continuing education (CE) certificates are awarded to individuals who view programs live as a group or live self-study* on computers, tablets or mobile phones (*other conditions apply). We are a CFP Board CE Quality Partner.

Our retirement continuing education (CE) courses qualify for:

  • Certified Financial Planner® (CFP®) credit
  • CRPC (Chartered Retirement Planning Counselor) and other College for Financial Planning designations credit
  • American College Professional Achievement in Continuing Education recertification credits for CLU®, ChFC®, RICP®, CASL credit,
  • Investment and Wealth Institute Retirement Management Analyst (RMA) credit,
  • Personal Financial Specialist (PFS) Continuing Professional Development (CPD) credit,
  • American Retirement Association credit (ARA),
  • Certified Retirement Counselor® (CRC®) credit, and more!

Download a recommended learning plan or call us at 847-686-0440 ext 102 for more information

 
 

Would you like a copy of our Retirement Professional Development “Recommended Learning Plans for Professionals” and “Recommended Learning Plans for Consumers and Employees”?

The recommended plans are conveniently broken down into easy-to-follow PLAN – PROTECT – PROVIDE topics and include:

  • YEAR 1 OVERVIEW LEVEL PLAN
  • YEAR 2 INTERMEDIATE LEVEL PLAN, and
  • Recommended Learning Plans for Consumers and Employees.

Your investment of $2,495 includes:

  • Up to 25 professionals and support staff better understanding how to meet the retirement needs of your clients and members.
  • Custom designing of a nine (9) course group learning plan based on your desired results, and/or your selection of speakers and topics. There is no limit to the number of courses taken.
  • Choice of when to view pre-recorded webinars from our selection of over 50 conference-quality courses. Individuals may be in the same room or in separate locations (other conditions apply).
  • We provide forms for submitting proof of attendance.
  • Each member of your team receives a printable certificate confirming the CE credit successfully earned for rebroadcast and elearning courses.
  • CE is reported directly to the CFP Board of Standards (CFP) and the International Foundation for Retirement Education (CRC). Professionals must self-report CE for other certifications and designations.
 
 

Why the Retirement Resource Center for professional development?

We’ve built relationships with the retirement industry’s leading speakers, authors, trainers and professional development experts over almost 30 years in the financial industry. We’re also a Quality CE Partner with the CFP Board of Standards.

Find out more about the experts who write, produce and present retirement education courses, materials and consulting available through the Int’l Retirement Resource Center.

We help you easily stay up-to-date with what’s happening in retirement. Topics cover the three parts of retirement expertise:

 
 

 
 

List of CE courses by topic

Scroll directly below to review Retirement Resource Center courses below by topic, or click here to see all courses listed alphabetically.

  • Receive CE Credit without the need to take a quiz when you attend upcoming LIVE and Rebroadcast webinars.
  • Take recorded webinar courses online anytime; receive CE when you pass the online quiz at the end of the course.
  • Courses are $29 each, or have FULL ACCESS to all 50+ courses below, live and recorded, for 90 Days/$99 or $199 when you Become a Member.

 

Part 1 - PLAN for Retirement Readiness - Courses

A - GH - TT - Z
REBROADCAST
09/21/2022

Behavioral Finance: Why Do We Do the Things We Do
Michael Wilson
REBROADCAST
09/26/2022

Meeting the Challenges of Solo Aging
Sara Keller Geber

Through the Looking Glass: Three Popular Retirement Income Philosophies
Jamie Hopkins

Effective One-to-One Communication for Advisors and Retirement Counselors
Joseph Tabers

Retirement Planning Beyond the Dollars and Cents
Robert Laura

Understanding Communication Styles for More Effective Client Relations
Joseph Tabers
REBROADCAST
08/23/2022

Estimating the True Cost of Retirement
David Blanchett

The Couple’s Retirement Puzzle: Helping Couples Navigate Their Retirement Transition
Dorian Mintzer

What Color Is Your Parachute? for Retirement: Planning for Prosperity, Health and Happiness

John Nelson

Grief Literacy for Financial Advisors: Engaging the Bereaved Client
Kathi Balasek


The Psychology of Retirement
Robert Laura

Women and Retirement
Cindy Hounsell, Mary Beth Franklin, Shelley Giordano, Betty Meredith
Click on the links in the table above for detailed descriptions of courses pertaining to Retirement Readiness.


 

Part 2 - PROTECT Plan from Retirement Risks

A A - MM - Z

5 Critical Social Security Concepts You Need to Know to Elevate Your Credibility
Heather Schreiber

Are Health Savings Accounts better than a 50% employer-match on a 401(k)?
Greg Geisler

Medicare 101 – The As, Bs, Cs, and Ds of Medicare
Erin Fisher

A Platinum Retirement Challenge - Gray Divorce
Lili Vasileff

Building a Generational Practice with Extended and Long Term Care - Carroll Golden
Carroll Golden

Medicare Advantage vs. Medigap: Which plan is right for your clients?
Joanne Giardini-Russell and Cameron Giardini

A Primer for Advisors on the Aging Brain: Understanding Cognitive Impairment, Taking Action Steps
Sandra Timmermann

Care Planning Prevents Tearing Families Apart - Carroll Golden
Carroll Golden
Protecting Your Clients From Financial Abusee
Bob Mauterstock
REBROADCAST
07/06/2022

Advance Care Planning: A Critical Component for Building Client Relationships
Paul Malley

Elder Law Basics: Long Term Care Medicaid & Asset Protection Planning for Seniors
Amber Woodland

Social Security: Uncovering Opportunities to Bring Value to Your Clients and Prospects
Heather Schreiber

Advance Planning for Clients with Health Savings Accounts (HSAs) and Medicare
Kelley Long

Fitting Home Equity into a Retirement Income Strategy
Wade Pfau

The Value of Safe Home Care
Phil Bongiorno

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

Understanding How Different Types of Annuities Work
Wade Phau

Advisor's Guide to Medicare: Protect Your Client's Healthcare Rights and Retirement Savings
Emily Gang
REBROADCAST
09/07/2022

Impact of Retirement Age Uncertainty on Retirement Outcomes
David Blanchett

What's Trending in the Field of Aging? Connecting the Dots with Financial Services
Sandra Timmermann
REBROADCAST
08/10/2022

Age Wave: Meeting the Elder Planning Needs of Today’s Retiree
Bob Mauterstock

Maximizing Your Clients’ Social Security
Matthew Allen

Where Senior Living and Retirement Planning Intersect, Opportunities Emerge

Brad Breeding
Click on the links in the table above for detailed descriptions of courses pertaining to planning for retirement risks.

 

Part 3 - PROVIDE Retirement Income

A - CD - LM - Z

A Holy Grail of Retirement: How to increase income and growth while improving liquidity
Curtis Cloke

Determining Your Client’s Retirement Income Style
Wade Phau

Managing Retirement Income: What Your Clients Need to Know
Kevin Seibert

Advanced Annuity and Tax Strategies for Retirement Income
Curtis Cloke

Guaranteed Income: The Forgotten Household Assets
David Blanchett

New Horizons in Estate Planning
Steve Parrish

Advanced Strategies for Using Housing Wealth to Improve Financial Outcomes in Retirement
Barry Sacks
REBROADCAST
07/11/2022

How Much Can I Spend in Retirement? A Guide to Investment-Based Retirement Income Strategies
Wade Pfau

No Portfolio is an Island
David Blanchett

Alternative Investments: The Investments That Are No Longer Optional
Michelle Connell
REBROADCAST
08/01/2022

How to Make Your Clients’ Money Last Longer with Withdrawal Sequence Strategies
William Meyer

Optimizing Retirement Income Solutions in Defined Contribution Retirement Plans
Steve Vernon and Wade Pfau

Analyzing the Fixed Indexed Annuity (FIA)y
Tamiko Toland
REBROADCAST
08/31/2022

Incorporating the Housing Asset in Retirement Income Planning
Shelley Giordano

Social Security GPO: FOMO, IDK or LOL??
Michael Wilson
REBROADCAST
07/26/2022

Critical Rules for Moving Retirement Accounts: Transfers, Rollovers, Roth IRA, and In-plan Conversions
Denise Appleby

Key IRA Changes Made by the SECURE Act
Denise Appleby

Social Security WEP: FOMO, IDK or LOL??
Michael Wilson
Click on the links in the table above for detailed descriptions of courses pertaining to Retirement Readiness.
 

 

Alphabetic list of all CE Courses including live and rebroadcast no-quiz webinars and online courses

Choose from 50+ high-quality, informative webinars by today's leading experts.

A - FG - NN - TT - 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 Platinum Retirement Challenge - Gray Divorce
Lili Vasileff

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 Value of Safe Home Care
Phil Bongiorno

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

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

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

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

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

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