Fulfill your fiduciary duty of care by fortifying your retirement expertise.

The new retirement environment requires advisors take a holistic approach when managing the retirement assets, income, and risks of the mid-market.

Get access to up-to-date educational resources from retirement industry leaders.

The RRC Professional Development Membership Program was created to serve your needs as a retirement professional. 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 educators.

What others say about our continuing education courses:

  • Gained the knowledge that there are tools available to help clients with this decision making process.
  • Always enjoy the webinars. They are very informational.
  • Relevant and timely topics.
  • The greatest benefit of these webinars is the knowledge that is provided so that we can become better informed.
  • 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!
  • A lot of really good information! Refreshing!
  • This was interesting and showed us things to look for and better serve our members.
  • OUTSTANDING! I love being in this profession!!!
  • The research was great. We still need better solutions, which I believe are probably not product based. 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.   

What you’ll receive with our memberships

  • Worry-Free monthly CE! FULL member benefits at a guaranteed low price for as long as you remain a Member
  • Unlimited access to live webinars, self study recorded webinar courses, audio downloads, with CFP®, CRC®, ASPPA, and PACE CE credit available.
  • Meet CFP®, CRC®, ASPPA, & PACE CE requirements while increasing your knowledge on a variety of retirement-related topics presented by leading industry experts, from overview to advanced difficulty.

Member courses are initially delivered as monthly live webinars when you have the opportunity to ask the expert questions.

  • No exam is required for live webinar attendees to earn CE — the best way to painlessly earn CE throughout the year on topics in which you’re most interested.
  • Webinars and self study, recorded webinars courses are available for $29 separately
  • Full access to these 50+ courses for 365 days is just $199, with a new webinar course added monthly. You earn 24 CE credits annually, without the need for additional exams, for attending the webinars included with your Annual Premier membership!
  • Shortly after the live broadcast, all webinars then also become available as a recorded webinar course or an audio (MP3 download) + handout course, 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 a recorded webinar and/or audio course and pass the online quiz.
View Alphabetical List View PLAN Readiness Courses View PROTECT from Risk Courses View PROVIDE Income Sourses


Which Professional Development Level is Right for You?

In addition to individual courses, we are proud to offer two membership levels that each offer full access to 50+ CE courses. The differences between the levels are in number of live courses with no exams required and length of access.

Individual Courses



  • Access to one (1) live retirement CE webinar; no exam required
  • Access to presentation handout for notes
  • Access to the self study, recorded webinar and MP3 version; exam required; printable instant results
  • Free CFP®, CRC®, reporting ($15 value)

Search $29 Courses

Full Access


for 90 days

  • Access to three (3) live retirement CE webinars; no exams required
  • Full access to 50+ self study, recorded webinar courses for 90 days; exams required for CE
  • Full access to 50+ presentation handouts for notes
  • Full access to 50+ MP3 versions of self study, recorded webinars to listen while driving, exercising, etc. for 90 days
  • You may apply your $99 membership fee toward 365-Days/$199 Membership before 90 Day membership expires!

$99 Register & Purchase Now!

Annual Premier


per year

  • Be part of a community of true retirement professionals committed to keeping up on retirement-specific topics and trends
  • Receive monthly reminders to attend 12 live webinars, the easiest way to earn CE
  • Spread your CE time into just an hour a month over 12 months
  • Full access to twelve (12) monthly live retirement CE webinars and twelve (12) rebroadcast webinars; no exams required
  • Full access to over 50 self study, recorded webinar courses for 365 days; exams required for CE
  • Full access to over 50 presentation handouts for notes
  • Full access to MP3 versions of over 50 self study, recorded webinar courses to listen while driving, exercising, etc. for 365 days
  • Printable instant results for self study, recorded webinar exams
  • Free CFP®, CRC®, reporting ($15 value per course completed) – you self-report PACE, ASPPA credit
  • Receive notification of quarterly newsletter, Retirement Insight and Trends, for additional CE opportunities

$199 Register & Purchase Now!

Retirement Resource Center Risk Free Guarantee

30 Day Risk Free Guarantee for all membership levels

If you are not completely satisfied with your purchase, Notify us within 30 days of your purchase to receive a full refund of your membership fee, less any CFP® CE reporting fees for courses that were filed prior to membership cancellation.

Your 365-Day Annual-Premier Membership will automatically renew for as long as you wish to remain a member. What a great way to stay on top of all your annual CE requirements — just attend each month’s webinar to receive 1.0 – 1.5 CE credits without the need to take the exam, worry-free annual CE! But if you no longer wish to renew your 365-Days/$199 Annual Premier Membership, please email us at customerservice@retirement-resource-center.com prior to your annual renewal/expiration date.

Members receive FULL ACCESS to all of the following Live, rebroadcast, and online recorded webinars!

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

A - FF - MN - TT - Z

10 Essential IRA Tips for Helping Clients Save Taxes and Avoid Penalties
Denise Appleby

Fitting Home Equity into a Retirement Income Strategy
Wade Pfau

No Portfolio is an Island
David Blanchett

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
Grey Divorce and Retirement
Andrew Samalin
Off With Your (Rule of) Thumbs!
Michael Falk
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

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

The Silver Tsunami and Long-Term Care
Nyal Bischoff
Addressing the Longevity Challenge: Housing Wealth Strategies that Improve Portfolio Survival
Bruce McPherson
How Middle Income Retirees Plan For and Manage Their Risks, Assets and Spending Decisions in Retirement
Matthew Greenwald
Pensionizing Your (Client’s) Nest Eggs: What, How and Why?
Alexandra MacQueen
The Stage is Set for Serving the Mid-Market
Betty Meredith

Behavioral Insights to Improve Retirement Security
Jodi DiCenzo

How to “Pensionize” Any IRA or 401(k) Plan
Steve Vernon

Principles of Effective One-to-One Communication
Joe Tabers

Three Steps to Helping Clients Manage Health Care Costs in Retirement
David Armes

Boost Retirement Security with HSAs: Why Financial Planners and Advisors Should Add HSAs to Client Retirement Strategies
Roy Ramthun and Aaron Benway

Integrating Home Equity and Retirement Savings through the "Rule of 30"
Neuwirth and Sacks

Protecting Your Clients from Financial Elder Fraud
David Kessler

Traditional IRA Distributions: Optional, Required, Penalties, and Tax Reporting
Denise Appleby
Changing Behavior or Changing Attitudes
Diane Savage
Introduction to Managing Retirement Income
Kevin Seibert
Retirement as a Time to Reinvent, Rewire, and Renew
Diane Savage
Understanding Communication Styles
Joe Tabers
Don't Let Disability Derail Retirement Security
Rappaport and Kaleda
Investing in Bonds in a Rising Rate Environment
Greg Prost
Retirement Happiness: Planning for a Successful Transition
John Nelson
What Advisors Need to Know About Qualified Longevity Annuity Contracts
Gary Baker

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

IRA Beneficiary Designations and Surviving Spouse Strategies: Why Many IRA Owners Should Use a Retirement Plan Trust
Rex Hogue

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
Enough About the Assets Already!
Michael Falk
Is Retirement Past Its Prime? The Economic & Behavioral Realities of Retirement
Michael Falk
Standby Reverse Mortgages: A Risk Management Tool for Retirement Distributions
John Salter
What's Trending in the Field of Aging? Connecting the Dots with Financial Services
Sandra Timmermann

Estimating the True Cost of Retirement
David Blanchett

Maximizing Your Clients’ Social Security
Matthew Allen

Tax-Efficient Draw Downs in Retirement
Stephen Horan

Where Senior Living and Retirement Planning Intersect, Opportunities Emerge
Brad Breeding

Finding Optimized Income Strategies for Middle Market Clients
Manish Malhotra

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
Finding the Gold in Gray: Keys to Serving Boomers and Older Clients
Michael Sullivan
Money for Life: Help your plan participants avoid going broke in retirement
Steve Vernon
The DOL Fiduciary Rule and Your Duty of Care
Blaine Aikin
Year-end Planning and Compliance Requirements for IRAs
Denise Appleby