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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 Horace Mann

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Welcome !

You have been enrolled in the Retirement Conference On-Demand for Horace Mann, a 12-month webinar series customized for your organization.

This required 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 monthly notifying you about the next course to take.

Passing a six to nine-question quiz is required per course to confirm your retention of concepts. You will receive a Certificate of Completion for each webinar completed and a Certificate of Completion once you successfully complete the series.

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 847-686-0440 ext. 102, Monday – Friday, 9 am – 5 pm eastern time, or email us at customerservice@retirement-resource-center.com.

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Program Navigation

  • User Terms and Conditions
    • Agreeing to the User Terms and Conditions
  • 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.
  • 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.
  • 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.
  • Determining Your Client’s Retirement Income StylePROTECT from retirement risks 55 min
    • Download handout for Determining Your Client’s Retirement Income Style.
    • View "Determining Your Client’s Retirement Income Style"
    • Determining Your Client’s Retirement Income Style: Check your understanding.
    • Determining Your Client’s Retirement Income Style: Provide feedback.
  • 5 Critical Social Security Concepts You Should Know to Instantly Elevate Your CredibilityPROTECT from retirement risks 60 min
    • Download handout for 5 Critical Social Security Concepts You Should Know to Instantly Elevate Your Credibility.
    • View "5 Critical Social Security Concepts You Should Know"
    • 5 Critical Social Security Concepts: Check your understanding.
    • 5 Critical Social Security Concepts: Provide feedback.
  • 21st Century Medicare Planning to Protect Your Client's Healthcare Rights and Retirement SavingsPROTECT from retirement risks 59 min
    • Download handout for 21st Century Medicare Planning to Protect Your Client's Healthcare Rights and Retirement Savings.
    • View "Advisor's Guide to Medicare"
    • Advisor's Guide to Medicare: Check your understanding.
    • Advisor's Guide to Medicare: Provide feedback.
  • Through the Looking Glass: Three Popular Retirement Income PhilosophiesPROVIDE retirement income 61 min
    • Download handout for Through the Looking Glass.
    • View "Through the Looking Glass"
    • Through the Looking Glass - Check your understanding.
    • Through the Looking Glass - Provide feedback.
  • The Holy Grail of Retirement: How to increase income and growth while improving liquidityPROVIDE retirement income 58 min
    • Download handout for A Holy Grail of Retirement.
    • View "A Holy Grail of Retirement"
    • A Holy Grail of Retirement: Check your understanding.
    • A Holy Grail of Retirement: Provide feedback.
  • How Much Can I Spend in Retirement? A Guide to Investment-Based Retirement Income StrategiesPROVIDE 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.
  • 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.
  • How to Make Your Clients’ Money Last Longer with Withdrawal Sequence StrategiesPROVIDE retirement income 55
    • Download handout for How to Make Your Clients’ Money Last Longer.
    • View "How to Make Your Clients’ Money Last Longer"
    • How to Make Your Clients’ Money Last Longer: Check your understanding.
    • How to Make Your Clients’ Money Last Longer: 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.

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