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Retirement Education and Training Resources

Retirement Education and Training Resources

Courses by leading experts to help you plan, protect and provide retirement income.

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What people say about Retirement Resource Center courses!

It’s always helpful to know what others say about the courses you are looking to take. Read below to see some of the comments left by people who have taken Retirement Resource Center webinar courses.

Make informed retirement decisions with CE courses from today’s experts.

What people say about Retirement Resource Center courses
Read what people say about Retirement Resource Center courses

Our individual courses and Professional Development Membership Programs are designed to serve your needs as a retirement professional in the new retirement environment which requires that advisors take a holistic approach when managing the retirement assets, income, and risks of the middle mass and mass affluent markets. 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. Courses are broken down into the three components of retirement and income planning:

  • PLAN for retirement readiness. Retirement readiness is holistic, not just financial readiness.
  • PROTECT from retirement risks. Retirement risks can torpedo even the best-laid plans and should be assessed before designing a retirement income plan.
  • PROVIDE retirement income. Retirement income planning is more complex than accumulation planning. All resources available (timing of Social Security, Medicare, pre- and after-tax savings and strategies, human capital, home equity, etc.) should be integrated into a retirement income plan.

Reviews by people who have taken Retirement Resource Center courses:

Click on the testimonials below to find out more about the contents of the courses.

Reviews by people who have taken Retirement Resource Center courses:
Advance Care Planning: A Critical Component for Building Client Relationships – Paul Malley
Advance Care Planning: A Critical Component for Building Client Relationships – Paul Malley
Fitting Home Equity into a Retirement Income Strategy - Wade Pfau
Fitting Home Equity into a Retirement Income Strategy - Wade Pfau
Retirement Planning Beyond the Dollars and Cents – Robert Laura, CPRC
Retirement Planning Beyond the Dollars and Cents – Robert Laura, CPRC
How to Make Your Clients’ Money Last Longer with Withdrawal Sequence Strategies – William Meyer
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, Wade Pfau
Optimizing Retirement Income Solutions in Defined Contribution Retirement Plans - Steve Vernon, Wade Pfau
Plan for the 21st Century Retirement – Steve Vernon
Plan for the 21st Century Retirement – Steve Vernon
The Holy Grail of Retirement: How to increase income and growth while improving liquidity - Curtis Cloke
The Holy Grail of Retirement: How to increase income and growth while improving liquidity - Curtis Cloke
Estimating the True Cost of Retirement - David Blanchett
Estimating the True Cost of Retirement - David Blanchett
Three Steps to Helping Clients Manage Health Care Costs in Retirement - David Armes
Three Steps to Helping Clients Manage Health Care Costs in Retirement - David Armes
10 Essential IRA Tips for Helping Clients Save Taxes and Avoid Penalties - Denise Appleby
10 Essential IRA Tips for Helping Clients Save Taxes and Avoid Penalties - Denise Appleby
The Platinum Retirement Challenge - Gray Divorce - Lili Vasileff
The Platinum Retirement Challenge - Gray Divorce - Lili Vasileff
Social Security: Uncovering Opportunities to Bring Value to Your Clients and Prospects – Heather Schreiber
Social Security: Uncovering Opportunities to Bring Value to Your Clients and Prospects – Heather Schreiber
How to Protect an Aging Client’s or Adult Child’s Retirement Security from a Medical Crisis – Annalee Kruger
How to Protect an Aging Client’s or Adult Child’s Retirement Security from a Medical Crisis – Annalee Kruger
The DOL Fiduciary Rule and Your Duty of Care - Blaine Aikin
The DOL Fiduciary Rule and Your Duty of Care - Blaine Aikin
Integrating Home Equity and Retirement Savings Through the “Rule of 30” – Neuwirth and Sacks
Integrating Home Equity and Retirement Savings Through the “Rule of 30” – Neuwirth and Sacks
How Much Can I Spend in Retirement? A Guide to Investment-Based Retirement Income Strategies – Wade Pfau
How Much Can I Spend in Retirement? A Guide to Investment-Based Retirement Income Strategies – Wade Pfau
Where Senior Living and Retirement Planning Intersect, Opportunities Emerge - Brad Breeding
Where Senior Living and Retirement Planning Intersect, Opportunities Emerge - Brad Breeding
Protecting Your Clients from Financial Elder Fraud - David Kessler
Protecting Your Clients from Financial Elder Fraud - David Kessler
Introduction to Managing Retirement Income - Kevin Seibert
Introduction to Managing Retirement Income - Kevin Seibert
Finding Optimized Income Strategies for Middle Market Clients - Manish Malhotra
Finding Optimized Income Strategies for Middle Market Clients - Manish Malhotra
How to “Pensionize” Any IRA or 401(k) Plan - Steve Vernon
How to “Pensionize” Any IRA or 401(k) Plan - Steve Vernon
Year-end Planning and Compliance Requirements for IRAs - Denise Appleby
Year-end Planning and Compliance Requirements for IRAs - Denise Appleby
What's Trending in the Field of Aging? Connecting the Dots with Financial Services - Sandra Timmermann
What's Trending in the Field of Aging? Connecting the Dots with Financial Services - Sandra Timmermann
What Color Is Your Parachute? for Retirement: Planning for Prosperity, Health and Happiness - John Nelson
What Color Is Your Parachute? for Retirement: Planning for Prosperity, Health and Happiness - John Nelson
The Decision to Retire and Post-Retirement Financial Strategies: Insight from Eight Focus Groups - Greenwald and Bogosian
The Decision to Retire and Post-Retirement Financial Strategies: Insight from Eight Focus Groups - Greenwald and Bogosian
Addressing the Longevity Challenge: Housing Wealth Strategies that Improve Portfolio Survival - Bruce McPherson
Addressing the Longevity Challenge: Housing Wealth Strategies that Improve Portfolio Survival - Bruce McPherson
Maximizing Your Clients’ Social Security - Matthew Allen
Maximizing Your Clients’ Social Security - Matthew Allen
Protecting Your Clients From Financial Abuse – Bob Mauterstock
Protecting Your Clients From Financial Abuse – Bob Mauterstock
Money for Life: Help your plan participants avoid going broke in retirement - Steve Vernon
Money for Life: Help your plan participants avoid going broke in retirement - Steve Vernon
Traditional IRA Distributions: Optional, Required, Penalties, and Tax Reporting - Denise Appleby
Traditional IRA Distributions: Optional, Required, Penalties, and Tax Reporting - Denise Appleby
Medicare 101 – The As, Bs, Cs, and Ds of Medicare – Erin Fisher
Medicare 101 – The As, Bs, Cs, and Ds of Medicare – Erin Fisher

WEEKLY no-quiz rebroadcasts now available!

We always enjoy feedback from you… and you said you would like more opportunities to take no-quiz webinars. We now provide a no-quiz CE webinar EVERY WEEK, on a rotating time schedule.
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[button url=”https://intlretirement.wpengine.com/events/list/” target=”_blank” size=”jumbo” color=”green-2″ lightbox_content=”” lightbox_description=”Upcoming weekly no-quiz webinars”] Click here for a list of upcoming weekly no-quiz CE webinars [/button]

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[button url=”https://intlretirement.wpengine.com/retirement-professional-development-ce-memberships/” size=”jumbo” color=”purple-2″ target=”_blank” lightbox_content=”” lightbox_description=””] Save on CE – 50+ courses for $99/90 days or $199/365 days[/button]

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Courses qualify for CFP®, CRC®, ASPPA, CLU®, ChFC®, RICP®, CASL and other CE credit.

CFP BOARD QUALITY PROVIDER - CFP courses from the Retirement Resource CenterWe are a CE Quality Partner of the CFP Board of Standards and have over 50 courses accepted for continuing education (CE) credit for those who have earned the Certified Financial Planner® (CFP®) certification, the College for Financial Planning’s Chartered Retirement Plan Consultant (CRPC) certification, the American College’s designations (ChFC, CLU, RICP), the International Foundation for Retirement Education’s (InFRE) Certified Retirement Counselor® (CRC®) certification, ASPPA and other certification or designations. See our upcoming no-quiz, live webinar schedule here.

View entire course selection of live, rebroadcast, and recorded webinar courses

  • Schedule of live webinars and rebroadcasts – No quiz necessary to receive CE credit when you attend the full session of live webinars and rebroadcasts
  • Online CE courses available now – Take recorded webinars (online elearning courses) any time and receive CE credit by passing the online quiz after viewing the course
  • Each course is $29 when purchased separately (click on the course name for more information), or receive access to all online and upcoming live courses when you Become a Member, 90 Days for $99 or 365 days for $199.

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