Course List

Make informed retirement decisions with CE courses from today’s experts.

Our individual courses and Professional Development Membership Programs are designed to serve your needs as a retirement professional in the new retirement environment which requires that advisors take a holistic approach when managing the retirement assets, income, and risks of the middle mass and mass affluent markets. Subjects and speakers are chosen especially for retirement professionals, financial advisors, accountants, call center professionals, support staff, and public sector defined benefit, hybrid and defined contribution educators. Courses are broken down into the three components of retirement and income planning:

• PLAN for retirement readiness (green courses below). Retirement readiness is holistic, not just financial readiness.
• PROTECT plan from retirement risks (yellow courses below). Retirement risks can torpedo even the best-laid plans and should be assessed before designing a retirement income plan.
• PROVIDE retirement income (purple courses below). 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, home equity, etc.) should be integrated into a retirement income plan.

We are a CE Quality Partner of the CFP Board of Standards and have over 60 courses accepted for continuing education (CE) credit for those who have earned the Certified Financial Planner^® (CFP^®) certification, the College for Financial Planning’s Chartered Retirement Plan Consultant (CRPC) certification, the American College’s designations (ChFC, CLU, RICP), the International Foundation for Retirement Education’s (InFRE) Certified Retirement Counselor^® (CRC^®) certification, ASPPA and other certification or designations. See our upcoming no-quiz, live webinar schedule here.

Each course is $29 when purchased separately (click on the course name for more information),
or receive access to all online and upcoming live courses when you Become a Member,
90 Days for $99 or 365 days for $199.

View entire course selection of live, rebroadcast, and recorded webinar courses below.

• Schedule of live webinars and rebroadcasts – No quiz necessary to receive CE credit when you attend the full session of live webinars and rebroadcasts
• Online CE courses available now – Take recorded webinars (online elearning courses) any time and receive CE credit by passing the online quiz after viewing the course.

Scroll below to see all upcoming live and rebroadcast webinars (no quiz required for CE) and online prerecorded elearning webinar courses (online quiz required to receive CE).

Choose from 60+ high-quality, informative webinars by today's leading experts.

A - G	H - M	N - T	T - Z
10 Essential IRA Tips for Helping Clients Save Taxes and Avoid Penalties Denise Appleby	Housing for Retirees: Buy, Sell or Hold? Michael Falk	No Portfolio is an Island David Blanchett	The Decision to Retire and Post-Retirement Financial Strategies: Insight from Eight Focus Groups Greenwald and Bogosian
A 21st Century Connection: Health and Wealth Ron Mastrogiovanni	How Middle Income Retirees Plan For and Manage Their Risks, Assets and Spending Decisions in Retirement Mathew Greenwald and Cindy Levering	Off With Your (Rule of) Thumbs! Michael Falk	The DOL Fiduciary Rule and Your Duty of Care Blaine Aikin
A Primer for Advisors on the Aging Brain: Understanding Cognitive Impairment, Taking Action Steps Sandra Timmermann	REBROADCAST 01/21/2019 How Much Can I Spend in Retirement? A Guide to Investment-Based Retirement Income Strategies Wade Pfau	Optimizing Retirement Income Solutions in Defined Contribution Retirement Plans Steve Vernon and Wade Pfau	The Holy Grail of Retirement: How to increase income and growth while improving liquidity Curtis Cloke
Addressing the Longevity Challenge: Housing Wealth Strategies that Improve Portfolio Survival Bruce McPherson	How to Make Your Clients’ Money Last Longer with Withdrawal Sequence Strategies William Meyer	Pensionizing Your (Client’s) Nest Eggs: What, How and Why? Alexandra MacQueen	The Personal Cost of Caregiving: Women Need to Protect THEIR Retirement Too! Cindy Hounsell
Advance Care Planning: A Critical Component for Building Client Relationships Paul Malley	How to “Pensionize” Any IRA or 401(k) Plan Steve Vernon	REBROADCAST 02/12/2019 Plan for the 21st Century Retirement Steve Vernon	REBROADCAST 01/08/2019 The Platinum Retirement Challenge - Gray Divorce Lili Vasileff
Behavioral Insights to Improve Retirement Security Jodi DiCenzo	How to Protect an Aging Client’s or Adult Child’s Retirement Security from a Medical Crisis Annalee Kruger	Principles of Effective One-to-One Communication Joe Tabers	The Stage is Set for Serving the Mid-Market Betty Meredith
Boost Retirement Security with HSAs: Why Financial Planners and Advisors Should Add HSAs to Client Retirement Strategies Roy Ramthun and Aaron Benway	Integrating Home Equity and Retirement Savings through the "Rule of 30" Neuwirth and Sacks	REBROADCAST 02/27/2019 Protecting Your Clients From Financial Abuse Bob Mauterstock	Three Steps to Helping Clients Manage Health Care Costs in Retirement David Armes
Changing Behavior or Changing Attitudes Diane Savage	Introduction to Managing Retirement Income Kevin Seibert	Protecting Your Clients from Financial Elder Fraud David Kessler	Traditional IRA Distributions: Optional, Required, Penalties, and Tax Reporting Denise Appleby
Elder Law Basics: Long Term Care Medicaid & Asset Protection Planning for Seniors Amber Woodland	Investing in Bonds in a Rising Rate Environment Greg Prost	Retirement as a Time to Reinvent, Rewire, and Renew Diane Savage	Understanding Communication Styles Joe Tabers
Enough About the Assets Already! Michael Falk	Is Retirement Past Its Prime? The Economic & Behavioral Realities of Retirement Michael Falk	Retirement Happiness: Planning for a Successful Transition John Nelson	What Color Is Your Parachute? for Retirement: Planning for Prosperity, Health and Happiness John Nelson
Estimating the True Cost of Retirement David Blanchett	LIVE WEBINAR 01/17/2019 Through the Looking Glass: Three Popular Retirement Income Philosophies Jamike Hopkins	Retirement Planning Beyond the Dollars and Cents Robert Laura	What's Trending in the Field of Aging? Connecting the Dots with Financial Services Sandra Timmermann
Finding Optimized Income Strategies for Middle Market Clients Manish Malhotra	Maximizing Your Clients’ Social Security Matthew Allen	Reverse Mortgage Strategies for the Middle Market: An Alternative Asset Buffer Shelley Giordano	Where Senior Living and Retirement Planning Intersect, Opportunities Emerge Brad Breeding
Finding the Gold in Gray: Keys to Serving Boomers and Older Clients Michael Sullivan	REBROADCAST 01/30/2019 Medicare 101 – The As, Bs, Cs, and Ds of Medicare Erin Fisher	REBROADCAST 02/04/2019 Social Security: Uncovering Opportunities to Bring Value to Your Clients and Prospects Heather Schreiber	Women and Retirement Cindy Hounsell, Mary Beth Franklin, Shelley Giordano, Betty Meredith
Fitting Home Equity into a Retirement Income Strategy Wade Pfau	Misperceptions and Management of Retirement Risks Carol Bogosian	Tax-Efficient Draw Downs in Retirement Stephen Horan	Year-end Planning and Compliance Requirements for IRAs Denise Appleby
	Money for Life: Help your plan participants avoid going broke in retirement Steve Vernon