Retirement Conference On-Demand Year 1

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Welcome !

You have been enrolled in the Retirement Conference On-Demand Year 1, a 12-month webinar series customized for your organization.

This required program consists of 12, one to two-hour, on-demand webinars designed to help you fortify your professional retirement expertise.

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!

Passing a five-question quiz is required per course to confirm your retention of concepts. You will receive a Certificate of Completion once you successfully complete the series.

Your required series of 12 courses are accessible through the right side of the screen. 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.
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