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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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Retirement Conference On-Demand for Colorado PERA

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Welcome !

You are enrolled in the Retirement Conference On-Demand for Colorado PERA, a one-year, custom-designed webinar series for your organization.

This optional program consists of 12, one hour to an hour and a half, on-demand webinars designed to help you fortify your professional retirement expertise. You will receive an email quarterly starting with the second quarter reminding you how much time is left to view the courses.

You may earn an optional Certificate of Completion by passing a five-question quiz per course designed to confirm your retention of concepts. You will receive a Certificate of Completion once you successfully complete all 12 courses.

Please click on User Terms and Conditions to read and agree to these terms before beginning by clicking on “Mark Complete”. 

Your required series of 12 courses are accessible below. Each course belongs to one of the three components of retirement and income planning:

  • PLAN for retirement readiness. Retirement readiness is holistic, not just financial readiness.
  • PROTECT plan from retirement risks. Retirement risks can torpedo even the best-laid plans and should be assessed before a person retires.
  • 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, etc.) should be integrated into a retirement income plan.

Need help?  Reach out to us at 586-677-7900, Monday – Friday, 9 am – 5 pm eastern time, or email us at customerservice@retirement-resource-center.com.

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  • User Terms and Conditions
    • Agreeing to the User Terms and Conditions
  • Adapting Your Communication Style for More Effective Client RelationsPLAN for retirement readiness 53 min
    • Download handout for Adapting Your Communication Style.
    • View "Adapting Your Communication Style"
    • Adapting Your Communication Style: Check your understanding.
    • Adapting Your Communication Style: Provide feedback.
  • Behavioral Finance: Why Do We Do the Things We DoPLAN for retirement readiness 62 min
    • Download handout for Behavioral Finance.
    • View "Behavioral Finance: Why Do We Do the Things We Do"
    • Behavioral Finance: Check your understanding.
    • Behavioral Finance: Provide feedback.
  • Retirement Planning Beyond the Dollars and CentsPLAN for retirement readiness 59 min
    • Download handout for Retirement Planning Beyond the Dollars.
    • View "Retirement Planning Beyond the Dollars and Cents"
    • Retirement Planning Beyond the Dollars: Check your understanding.
    • Retirement Planning Beyond the Dollars: Provide feedback.
  • Estimating the True Cost of RetirementPLAN for retirement readiness 58 min
    • Download handout for Estimating the True Cost.
    • View "Estimating the True Cost of Retirement"
    • Estimating the True Cost: Check your understanding.
    • Estimating the True Cost: Provide feedback.
  • Guaranteed Income: The Forgotten Household AssetPROTECT from retirement risks 59 min
    • Download handout for Guaranteed Income: The Forgotten Household Asset.
    • View "Guaranteed Income: The Forgotten Household Asset"
    • Guaranteed Income: Forgotten Household Asset - Check your understanding.
    • Guaranteed Income: Forgotten Household Asset - Provide feedback.
  • Critical Rules for Moving Retirement AccountsPROVIDE retirement income 58 min
    • Download handout for Critical Rules for Moving Retirement Accounts.
    • View "Critical Rules for Moving Retirement Accounts"
    • Critical Rules for Moving Accounts - Check your understanding.
    • Critical Rules for Moving Accounts - Provide feedback.
  • Protecting Seniors from Identity Theft and ScamsPROTECT from retirement risks 59 min
    • Download handout for Protecting Seniors from Identity Theft and Scams.
    • View "Protecting Seniors from Identity Theft and Scams"
    • Protecting Seniors: Check your understanding.
    • Protecting Seniors: Provide feedback.
  • No Portfolio is an IslandPROTECT from retirement risks 58 min
    • Download handout for No Portfolio is an Island.
    • View "No Portfolio is an Island"
    • No Portfolio is an Island: Check your understanding.
    • No Portfolio is an Island: Provide feedback.
  • Retirement Income Solutions in Defined Contribution PlansPROVIDE retirement income 86 min
    • Download handout for Retirement Income Solutions in DC Plans.
    • View "Retirement Income in DC Plans"
    • Retirement Income Solutions in DC Plans: Check your understanding.
    • Retirement Income Solutions in DC Plans: Provide feedback.
  • Navigating the Critical Ages of Retirement Income PlanningPROVIDE retirement income 58 min
    • Download handout for Navigating the Critical Ages of Retirement Income Planning.
    • View "Navigating the Critical Ages of Retirement Income Planning"
    • Navigating the Critical Ages of Retirement Income Planning: Check your understanding.
    • Navigating the Critical Ages of Retirement Income Planning: Provide feedback.
  • How Much Can I Spend in Retirement?PROVIDE retirement income 64 min
    • Download handout for How Much Can I Spend in Retirement?
    • View "How Much Can I Spend in Retirement?"
    • How Much Can I Spend in Retirement? Check your understanding.
    • How Much Can I Spend in Retirement? Provide feedback.
  • New Horizons in Estate PlanningPROVIDE retirement income 61 min
    • Download handout for New Horizons in Estate Planning.
    • View "New Horizons in Estate Planning"
    • New Horizons in Estate Planning: Check your understanding.
    • New Horizons in Estate Planning: Provide feedback.

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