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.

A - FG - MM - TT - Z

10 Essential IRA Tips for Helping Clients Save Taxes and Avoid Penalties
Denise Appleby
Grey Divorce and Retirement
Andrew Samalin
Money for Life: Help your plan participants avoid going broke in retirement
Steve Vernon

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
Housing for Retirees: Buy, Sell or Hold?
Michael Falk
No Portfolio is an Island
David Blanchett
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

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

Wade Pfau
Off With Your (Rule of) Thumbs!
Michael Falk
The Platinum Retirement Challenge - Gray Divorce
Lili Vasileff
Addressing the Longevity Challenge: Housing Wealth Strategies that Improve Portfolio Survival
Bruce McPherson
How to “Pensionize” Any IRA or 401(k) Plan
Steve Vernon

Optimizing Retirement Income Solutions in Defined Contribution Retirement Plans
Steve Vernon and Wade Pfau
The Silver Tsunami and Long-Term Care
Nyal Bischoff

Behavioral Insights to Improve Retirement Security

Jodi DiCenzo
How to “Pensionize” Any IRA or 401(k) Plan
Steve Vernon
Pensionizing Your (Client’s) Nest Eggs: What, How and Why?
Alexandra MacQueen
The Stage is Set for Serving the Mid-Market
Betty Meredith

Boost Retirement Security with HSAs: Why Financial Planners and Advisors Should Add HSAs to Client Retirement Strategies
Roy Ramthun and Aaron Benway
How to Protect an Aging Client’s or Adult Child’s Retirement Security from a Medical Crisis
Annalee Kruger

Principles of Effective One-to-One Communication

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

Changing Behavior or Changing Attitudes

Diane Savage
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
Don't Let Disability Derail Retirement Security
Rappaport and Kaleda
Introduction to Managing Retirement Income
Kevin Seibert

Retirement as a Time to Reinvent, Rewire, and Renew

Diane Savage

Understanding Communication Styles

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

Enough About the Assets Already!

Michael Falk

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

Estimating the True Cost of Retirement

David Blanchett

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
Finding Optimized Income Strategies for Middle Market Clients
Manish Malhotra

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 the Gold in Gray: Keys to Serving Boomers and Older Clients
Michael Sullivan

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

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
Fitting Home Equity into a Retirement Income Strategy
Wade Pfau
Misperceptions and Management of Retirement Risks
Carol Bogosian
The DOL Fiduciary Rule and Your Duty of Care
Blaine Aikin
Year-end Planning and Compliance Requirements for IRAs
Denise Appleby