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Retirement Resource Center

Where today's experts help you secure retirement

$125 / 90 Days – Retirement CE Subscription

Save on 50+ courses with a subscription.

Our subscriptions are the easiest and most cost-effective way for retirement professionals like you to become and stay up-to-date with the current thinking in retirement. We offer two subscription levels that each offer full access to all our CE courses (see below). The primary difference is between the number of no-quiz, live or rebroadcast courses available during your subscription. 

90 DAYS

Save on Continuing Education
$ 125 for 90 days access
  • Ideal for when you need four (4) to ten (10) CE credits
PURCHASE NOW - Click here and begin your purchase by entering your email address
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What is included with the 90 DAY Retirement CE Subscription?

21st Century retirement planning requires financial professionals to take a holistic approach when managing the retirement assets, income, and risks of the mid-market.

Our Professional Development Retirement CE Subscriptions are designed to give you access to up-to-date thinking from today’s industry leaders. Topics and speakers are chosen specifically for the retirement CE needs of financial planners, financial advisers, wealth managers and support staff, call center professionals, and public sector defined benefit, hybrid and defined contribution educators.

With your subscription you receive:

  • Access to all weekly no-quiz live/rebroadcast retirement CE webinars held during 90 days subscription (approximately twelve)
  • 24/7 full access to 50+ on-demand retirement CE courses, quiz required for CE
  • All access pdf presentation handouts for notes on all courses
  • All access to 50+ self-study, on-demand webinars to listen while driving, exercising, etc. for 90 days
  • At the end of your 90 days, the option to purchase another nine months of access to 39 more no-quiz, live/rebroadcast retirement CE courses for only $125!
  • Courses are initially delivered as monthly live webinars when you have the opportunity to ask the expert questions.
  • No exam is required for live webinar attendees to earn CE — the best way to painlessly earn CE throughout the year on topics in which you’re most interested.
  • You earn approximately 12 CE credits during your subscription term without the need for additional exams, by attending live and rebroadcast webinars.
  • Shortly after the live broadcast, all webinars then also become available as a recorded webinar course + handout course, making it easy for you to learn and acquire CE credit in a format and time-frame that fits your busy life.
  • A printable certificate is available certifying that you successfully earned CE credit after you take a recorded webinar and/or audio course and pass the online quiz.

Whether you choose individual courses or purchase a subscription, we’ll report the continuing education you earn directly to the CFP Board and the International Foundation for Retirement Education (InFRE) on your behalf.  You must self-report for all other designation CE earned.

Ready to get started?

PURCHASE NOW - Click here to start your purchase of a $125 subscription

See our current course list below

Live CFP Ethics CE Webinar

Monthly Live CFP Board Ethics only $19 Included in Subscriptions Above

Upcoming Dates and Times:
Wed., January 29, 2025 – 2-4 PM ET
Wed., February 26, 2025 – 2-4 PM ET
Tues., March 25, 2025 – 2-4 PM ET

Darin Shebesta, CFP®, AIF®, CAP®, CPFA®, Instructor 

Only $19! Learn More
CRC® Ethics Course

NEW CRC® Ethics Course Included in Subscriptions Above

Dennis Gatlin, CRC®, Instructor

Learn More
PLAN for Retirement Readiness PROTECT the Plan from Retirement Risks PROTECT the Plan from Retirement Risks PROVIDE Retirement Income for Life PROVIDE Retirement Income for Life
Adaptative-based Retirement Spending Jamie Hopkins
5 Critical Social Security Concepts You Should Know to Instantly Elevate Your Credibility Heather Schreiber
Impact of Retirement Age Uncertainty on Retirement Outcomes David Blanchett
A Holy Grail of Retirement: How to increase income and growth while improving liquidity Curtis Cloke
New Horizons in Estate Planning Steve Parrish
Adapting Your Communication Style for More Effective Client Relations Joseph Tabers
A Platinum Retirement Challenge - Gray Divorce Lili Vasileff
Lifetime Income: A License to Spends David Blanchett
Advanced Annuity and Tax Strategies for Retirement Income Curtis Cloke
No Portfolio is an Island David Blanchett
AI in Action: Exploring the Use of ChatGPT in Retirement Planning Eric Ludwig
Advance Care Planning: A Critical Component for Building Client Relationships Paul Malley
Maximizing Retirement Success: Beyond Assets and Liabilities Chia-Li Chien
Advanced Strategies for Using Housing Wealth to Improve Financial Outcomes in Retirement Barry Sacks
Redefining the Optimal Retirement Income Strategy David Blanchett
Behavioral Finance: Why Do We Do the Things We Do Michael Wilson
Advance Planning for Clients with Health Savings Accounts (HSAs) and Medicare Kelley Long
Maximizing Social Security Benefits Mary Beth Franklin
Alternative Investments: The Investments That Are No Longer Optional Michelle Connell
Retirement Income Using Charitable Strategies Tiffany House
Estimating the True Cost of Retirement David Blanchett
Advisor’s Guide to Health Savings Accounts: Differentiate Yourself Kelley Long
Protecting Seniors from Identity Theft and Scams
Steve Weisman
Critical Rules for Moving Retirement Accounts: Transfers, Rollovers, Roth IRA, and In-plan Conversions Denise Appleby
Retire with More - Tax-Advantaged Business Sales Tiffany House
Grief Literacy for Financial Advisors: Engaging the Bereaved Client Kathi Balasek
Advisor's Guide to Medicare: Protect Your Client's Healthcare Rights and Retirement Savings Emily Gang
Social Security: Uncovering Opportunities to Bring Value to Your Clients and Prospects Heather Schreiber
Cryptocurrency Investments – What Financial Advisors and Planners Need Know to Avoid Legal Actions Andrew Shedlock
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 Denise Appleby
Retirement Planning Beyond the Dollars and Cents Robert Laura
Age Wave: Meeting the Elder Planning Needs of Today’s Retiree Bob Mauterstock
The “Shadow Caregiving System” Carroll Golden
Determining Your Client’s Retirement Income Style Wade Phau
SECURE Act’s Definitive Roadmap to Distribution Options for Inherited IRAs Denise Appleby
The Couple’s Retirement Puzzle: Helping Couples Navigate Their Retirement Transition Dorian Mintzer
Aging and the Impact of Cognitive Impairment on Retirement: How to Detect it and What to Do for Your Clients Quinn Kennedy
The Value of Safe Home Care Phil Bongiorno
REBROADCAST
(NEW WEBINAR)
12/19/2024
Final RMD Regulations: RMDs and the Distribution Options for IRA Owners and Beneficiaries Denise Appleby
Snowbirding – Living in More Than One Location in Retirement Steve Parrish
The Psychology of Retirement Robert Laura
Are Health Savings Accounts better than a 50% employer-match on a 401(k)? Greg Geisler
Using Housing Wealth and Qualified Retirement Benefits to Facilitate Asset Division in Silver Divorce Barry Sacks
Guaranteed Income: The Forgotten Household Assets David Blanchett
Social Security GPO: FOMO, IDK or LOL?? Michael Wilson
Through the Looking Glass: Three Popular Retirement Income Philosophies Jamie Hopkins
Care Planning Prevents Tearing Families Apart - Carroll Golden Carroll Golden
Understanding How Different Types of Annuities Work Wade Pfau
How Much Can I Spend in Retirement? A Guide to Investment-Based Retirement Income Strategies Wade Pfau
Social Security WEP: FOMO, IDK or LOL?? Michael Wilson
What Color Is Your Parachute? for Retirement: Planning for Prosperity, Health and Happiness John Nelson
Helping Clients Provide for Their Child and Protect Their Retirement with Special Needs Planning - Trusts, Benefits and ABLE Derek Graham
Women Vulnerable in Retirement: Housing Wealth Solutions Shelley Giordano
Incorporating the Housing Asset in Retirement Income Planning Shelley Giordano
REBROADCAST
12/23/2024
Strategies for the Great Wealth Transfer Tiffany House
How to Use Reverse Mortgages to Secure Your Retirement Wade Pfau
Investing for Prosperity and Posterity: Building an ESG Retirement Portfolio Russell Wild
The New Retirement Reality Michael Finke
Navigating the Critical Ages of Retirement Income Planning Heather Schreiber

Retirement education, training and resources that builds retirement security.

Your one-stop retirement resource for financial services companies, wealth management firms, employers, public sector retirement systems, financial advisors, and future retirees.

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