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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 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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Program Navigation

  • Estimating the True Cost of RetirementPLAN for retirement readiness 54 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.
  • 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.
  • Women and RetirementPLAN for retirement readiness 106 min
    • Download handout for Women and Retirement.
    • View "Women and Retirement"
    • Women and Retirement: Check your understanding.
    • Women and Retirement: Provide feedback.
  • Maximizing Your Client's Social SecurityPROTECT from retirement risks 65 min
    • Download handout for Maximizing Your Client's Social Security.
    • View "Maximizing Your Clients' Social Security"
    • Maximizing Your Client's Social Security: Check your understanding.
    • Maximizing Your Client's Social Security: Provide feedback.
  • Medicare 101 - The As, Bs, Cs and Ds of MedicarePROTECT from retirement risks 65 min
    • Download handout for Medicare 101 - The As, Bs, Cs and Ds of Medicare.
    • View "Medicare 101 - The As, Bs, Cs and Ds of Medicare"
    • Medicare 101 - The As, Bs, Cs and Ds of Medicare: Check your understanding.
    • Medicare 101 - The As, Bs, Cs and Ds of Medicare: Provide feedback.
  • A 21st Century Connection: Health and WealthPROTECT from retirement risks 57 min
    • Download handout for A 21st Century Connection: Health and Wealth.
    • View "A 21st Century Connection: Health and Wealth"
    • A 21st Century Connection: Health and Wealth - Check your understanding.
    • A 21st Century Connection: Health and Wealth - Provide feedback.
  • Protecting Your Clients from Financial AbusePROTECT from retirement risks 58 min
    • Download handout for Protecting Your Clients from Financial Abuse.
    • View "Protecting Your Clients from Financial Abuse"
    • Protecting Your Clients from Financial Abuse: Check your understanding.
    • Protecting Your Clients from Financial Abuse: Provide feedback.
  • No Portfolio is an IslandPROVIDE retirement income 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.
  • Managing Retirement Income: What Your Clients Need to KnowPROVIDE retirement income 58 min
    • Download handout for Managing Retirement Income.
    • View "Managing Retirement Income"
    • Managing Retirement Income: Check your understanding.
    • Managing Retirement Income: Provide feedback.
  • A 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?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.
  • How to Make Your Clients’ Money Last Longer with Withdrawal Sequence StrategiesPROVIDE retirement income 55 min
    • 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.

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