Why do financial professionals need to deepen and broaden their understanding of retirement?

Retirement income planning is complex.

According to the Investment Company Institute, total US retirement assets were $26.6 trillion as of June 30, 2017, accounting for 34 percent of all household financial assets in the United States.

The 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.  The Department of Labor’s Best Interests Contract Exemption attaches a fiduciary obligation to the Financial Institution itself to sufficiently train their advisors.  Advisors need to know what are the best potential solutions for the client.

The Retirement Resource Center provides retirement-specific professional development programs by leading experts so advisors and middle-income consumers make decisions that fortify their retirement security and peace of mind.

A retirement conference at your fingertips.

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.

Retirement professionals can access either a custom-designed series, or our regularly-scheduled, live monthly professional development/continuing education series, or our menu of over 50 retirement-specific courses as individuals, as part of a group of advisors, with their office staff, or as a sponsored promotion by a financial services firm.

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.

Courses qualify for CFP®, CRC®, ASPPA, CLU®, ChFC®, RICP®, CASL and other certifications continuing education (CE) credit.

How our professional development program works

  • We believe it is the best way to earn retirement-specific continuing education throughout the year. Courses are initially delivered as monthly live webinars, where attendees have the opportunity to ask the expert questions and earn CE credit without taking a quiz.
  • Webinars are recorded and made available as elearning courses to make it easy for advisors to learn and acquire CE credit in a format and time-frame that fits their busy life.
  • A printable certificate confirms CE credit is successfully earned for live and elearning courses. CE is reported directly to the CFP Board of Standards (CFP) and the International Foundation for Retirement Education (CRC).  Advisors must self report CE for other certifications and designations.

We help you easily stay up-to-date with what’s happening in retirement. Topics include:

Retirement continuing education (CE) memberships

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.

View retirement continuing education and professional development courses

List of all CE Courses

  1. Receive CE Credit without the need to take a quiz when you attend upcoming LIVE and Rebroadcast webinars.
  2. Take recorded webinar courses online anytime; receive CE when you pass the online quiz at the end of the course.
  3. 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.

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

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REBROADCAST
09/11/2018

10 Essential IRA Tips for Helping Clients Save Taxes and Avoid Penalties
Denise Appleby
REBROADCAST
05/01/2018

Fitting Home Equity into a Retirement Income Strategy
Wade Pfau

No Portfolio is an Island
David Blanchett
REBROADCAST
08/07/2018

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
REBROADCAST
11/06/2018

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
REBROADCAST
02/27/2018

Three Steps to Helping Clients Manage Health Care Costs in Retirement
David Armes
REBROADCAST
06/05/2018

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
REBROADCAST
12/04/2018

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
REBROADCAST
03/06/2018

Estimating the True Cost of Retirement
David Blanchett
REBROADCAST
10/02/2018

Maximizing Your Clients’ Social Security
Matthew Allen

Tax-Efficient Draw Downs in Retirement
Stephen Horan
REBROADCAST
04/03/2018

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
REBROADCAST
07/10/2018

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