“Estimating the True Cost of Retirement” by David Blanchett, CFA, CFP®, AIFA WEBINAR – Wednesday, March 29, 2023, 12 – 1 PM EDT Retirement is the most expensive “purchase” faced by most individuals. To properly forecast the value of assets during retirement, it is important to consider several other variables when estimating a person’s total […]
Read more →Posted in:
Leave a Comment (0) →“Impact of Retirement Age Uncertainty on Retirement Outcomes” by David Blanchett, CFA, CFP®, AIFA, Head of Retirement Research, Morningstar Investment Management Webinar – Tuesday, April 4, 2023, 3 –4 PM EDT While encouraging planners to consider modeling early retirement to ensure clients are prepared, Blanchett’s award-winning research addresses the implications of retirement age assumptions and the […]
Read more →Posted in:
Leave a Comment (0) →“CFP Board Code of Ethics and Standards of Conduct” by Darin R. Shebesta, CFP®, AIF®, Vice President, Jackson/Roskelley Wealth Advisors Webinar – Thursday, April 11, 2023, 2 – 4 PM EDT This program fulfills the requirement for CFP Board approved Ethics CE. It has been designed to educate CFP® professionals on CFP Board’s new Code […]
Read more →Posted in:
Leave a Comment (0) →“5 Critical Social Security Concepts You Need to Know to Elevate Your Credibility” by Heather Schreiber, RICP®, Founder and President, HLS Retirement Consulting, LLC Webinar – Wednesday, April 23, 2022 @ 2 – 3 PM EDT Social Security is the foundation of a solid retirement income plan. Yet, many pre-retirees lack the knowledge to make […]
Read more →Posted in:
Leave a Comment (0) →“Women Vulnerable in Retirement: Housing Wealth Solutions” by Shelley Giordano, MA, Enterprise Integration Mutual of Omaha Mortgage, Founder Academy Home Equity Financial Planning University of Illinois Webinar – Thursday, April 20, 2023, 2 – 3 PM EDT Women face unique challenges in retirement such as living longer than their spouse, earning less during their career, […]
Read more →Posted in:
Leave a Comment (0) →“Adapting Your Communication Style for More Effective Client Relations” by Joseph Tabers, CSP, President, Productive Training Services, Inc. Webinar – Monday, April 24, 2023, 1 – 2 PM EDT Good communication is the cornerstone to good client relations. There are a variety of communication styles, and understanding the differences can go a long way toward […]
Read more →Posted in:
Leave a Comment (0) →“Advisor’s Guide to Medicare: Protect Your Client’s Healthcare Rights and Retirement Savings” by Emily Gang, Owner of The Medicare Coach Webinar – Tuesday, May 2, 2023, 3 – 4 PM EDT It is important that your clients have a clear understanding of costs relating to their future health expenses with Medicare. However, they might perceive […]
Read more →Posted in:
Leave a Comment (0) →“Cryptocurrency Investments – What Financial Advisors and Planners Need Know to Avoid Legal Actions” by Andrew Shedlock, Partner, Kutak Rock, LLP Webinar – Wednesday, May 10, 2023, 2–3 PM EDT The Internal Revenue Code (Code) and the Employee Retirement Income Security Act of 1974 (ERISA) do not prohibit the use of cryptocurrency as an investment […]
Read more →Posted in:
Leave a Comment (0) →“Guaranteed Income: The Forgotten Household Asset” by David Blanchett, PhD, CFA, CFP®, Head of Retirement Research, Morningstar Investment Management Webinar – Monday, May 22, 2023, 1 – 2 PM EDT Guaranteed income is the largest financial asset for most retirees, yet it’s role in a financial plan is generally quite minor, treated simply as a […]
Read more →Posted in:
Leave a Comment (0) →“Bonds Away! How Fixed Income Can Play an Integral Role in Any Retirement Strategy” by Russell Wild, MBA, Principal of Global Portfolios Webinar – Wednesday, May 31, 2023, 12–1 PM EDT Unlike stocks, which date back only several hundred years, bonds go back many thousands. The first known bond was issued around 2400 BC in […]
Read more →Posted in:
Leave a Comment (0) →“How to Make Your Clients’ Money Last Longer with Withdrawal Sequence Strategies – William Meyer” by William Meyer, CEO, Retiree, Inc. and Social Security Solutions, Inc. Webinar – Monday, June 5, 2023, 1 –2 PM EDT How you “tap” or liquidate retirement savings to generate income impacts portfolio longevity. Similarly, how you coordinate guaranteed income, […]
Read more →Posted in:
Leave a Comment (0) →“Determining Your Client’s Retirement Income Style” by Wade Pfau, Ph.D., CFA, Professor of Retirement Income Webinar – Monday, June 19, 2023, 1 – 2 PM EDT As the baby boomers reach retirement, advisors must solve new problems for clients who aim to sustain their lifestyle over an unknown horizon. Multiple retirement income strategies have emerged, […]
Read more →Posted in:
Leave a Comment (0) →Retirement-specific training and education programs by leading experts to help advisors and consumers make informed retirement decisions
Your one-stop retirement education resource for advisors, wealth management firms, employers, public sector retirement systems, financial services companies, and future retirees.