Welcome !
You have purchased the Retirement Conference On-Demand Part Two, a 90-Day, 12 rotating webinar series.
The courses may be viewed or listened to on your desktop, tablet or phone 24/7/365. You may access each course as often as you’d like during your commute, when you exercise, make meals, or sit at your desk!
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.
Please click here to read and agree to the User Terms and Conditions before beginning.
Click on links below to pick your dates and register:
Week of : Care Planning Prevents Tearing Families Apart
Week of : Advance Care Planning: A Critical Component for Building Client Relationships
Week of : A Platinum Retirement Challenge – Gray Divorce
Week of : Advance Planning for Clients with Health Savings Accounts (HSAs) and Medicare Critical
Week of : Aging and the Impact of Cognitive Impairment on Retirement: How to Detect it and What to Do for Your Clients
Week of : Protecting Seniors from Identity Theft and Scams
Week of : Redefining the Optimal Retirement Income Strategy
Week of : A Holy Grail of Retirement: How to increase income and growth while improving liquidity
Week of : To Be Announced
Week of : Rollover and Transfer Rules for Beneficiaries of IRAs and Employer Plan Accounts: The Mistake-Free Ways to Accept, Move, and Distribute Inherited IRAs and Inherited Employer Plan Accounts
Week of : New Horizons in Estate Planning