Retirement Planning
 
Find courses that cover retirement needs analysis, Social Security, Medicare, Medicaid, types of retirement plans, and regulatory considerations.

Retirement Planning (CE Credit)
Collapse 7 Steps to Protect Yourself, Your Practice and Your Clients Who Have Diminished Mental Capacity - On Demand

2017 FPA Retreat

 

What do you do when you discover that one of your clients has a diminished mental capacity? If you don't know what steps to take to protect your client and your practice, both may be at risk. Learn the best practices to follow when one of your clients has a loss of memory and develop a protocol to use with every client you suspect may have diminished mental capacity. Develop the skills to develop a relationship with the client's entire family and become their trusted adviser for future generations. Remember it is not a question of if you will have to work with a client who has diminished mental capacity but when. Prepare yourself now to protect your client, yourself and your practice.

 

Level of Complexity: Overview

Formats Available: Streaming
Original Course Date: April 26, 2017
On-Demand Release Date: Available Now

Approved Credit:
  • FPA: 1 hour CFP CE

  • ADD COURSEADD COURSE 7 Steps to Protect Yourself, Your Practice and Your Clients Who Have Diminished Mental Capacity - On Demand
    Collapse A Close Look at Long Term Care Solutions for Your Clients - On Demand

    Join FPA partners and insurance experts Michael Smith, president of CPS Horizon Financial, and Matthew Anderson, president of Broadtower Insurance Solutions, Inc. as they discuss updates on the long term care insurance market, taking a deeper dive into the different solutions planners can provide to clients including hybrids, cost and plan design. Also covered are tips on starting this tough conversation and an analysis of LTCI for business owners.

     

    Level of Complexity: Intermediate

    Formats Available: Streaming
    Original Course Date: August 24, 2017
    On-Demand Release Date: Available Now

    Approved Credit:
  • FPA: 1 hour CFP CE

  • ADD COURSEADD COURSE A Close Look at Long Term Care Solutions for Your Clients - On Demand
    Collapse FPA Annual Conference 2018: Annuities - The Good, The Bad, The Brutal Truth - On Demand

    The annuity industry has earned its bad reputation. If you say you "hate all annuities," it's like say you "hate all restaurants." It's dumb and uninformed. Annuities are contracts, so they should only be owned for their contractual guarantees. Stan The Annuity Man will strip away all of annuity sales pitch nonsense, and fully explain how these contractually guaranteed transfer-of-risk strategies can enhance your practice. This is the best presentation you will ever hear on annuities. Be prepared for a brutally factual, in-your-face, educational experience.

    Overview: General review of subject from a broad perspective/dive into basic knowledge on a skill or topic. For newer CFP or unfamiliar with subject

    Formats Available: Streaming
    Original Course Date: October 03, 2018

    Approved Credit:
  • FPA: 1 hour CFP CE

  • ADD COURSEADD COURSE FPA Annual Conference 2018: Annuities - The Good, The Bad, The Brutal Truth - On Demand
    Collapse FPA Annual Conference 2018: Best Practices for Retirement Income - On Demand

    As the baby boomers reach retirement, advisers must solve new problems for clients. Retirement income is different as clients shift their focus from maximizing wealth to creating sustainable income. When this happens, clients face a greater range of risks and must solve a complex lifetime financial problem. Key retirement risks include longevity risk, market and the newly emergent sequence of returns risk, and personal-spending shock risks. Each risk requires different tools. This presentation explains how different retirement-income tools can be combined to build more efficient retirement strategies that best integrate aspects from different schools of thought.

    Overview: General review of subject from a broad perspective/dive into basic knowledge on a skill or topic. For newer CFP or unfamiliar with subject

    Formats Available: Streaming
    Original Course Date: October 03, 2018
    On-Demand Release Date: Available Now

    Approved Credit:
  • FPA: 1 hour CFP CE

  • ADD COURSEADD COURSE FPA Annual Conference 2018: Best Practices for Retirement Income - On Demand
    Collapse FPA Annual Conference 2018: Plan for the 21st Century Retirement - On Demand

    Older workers face a series of critical decisions as they transition from the workforce into retirement. These decisions include deciding when to retire, whether to work part-time, when to claim Social Security, how to deploy savings in retirement, selecting medical insurance, protecting against the risk of long-term care, where to live, how to enhance your health and longevity, and nurturing your social portfolio. All these decisions are influenced by behavioral economics factors. Financial planners are ideally positioned to help their clients navigate these decisions. Attendees will learn about a game plan to address these challenges, including behavioral considerations.

    Overview: General review of subject from a broad perspective/dive into basic knowledge on a skill or topic. For newer CFP or unfamiliar with subject

    Formats Available: Streaming
    Original Course Date: October 03, 2018

    Approved Credit:
  • FPA: 1 hour CFP CE

  • ADD COURSEADD COURSE FPA Annual Conference 2018: Plan for the 21st Century Retirement - On Demand
    Collapse FPA Annual Conference 2018: Retirement Distribution Strategies - On Demand

    Recently, there have been many challenges to the traditional retirement spend down model. Today’s market environment provides even more uncertainty and greatly affects the way clients make key financial decisions. There is more anxiety, and many believe that they may not have the funds needed to retire in a way they had hoped. Join moderator Ross Levin and expert panelists William Reichenstein and Steve Vernon as they sort through strategies and provide new ways to approach client conversations around retirement and income.

    Overview: General review of subject from a broad perspective/dive into basic knowledge on a skill or topic. For newer CFP or unfamiliar with subject

    Formats Available: Streaming
    Original Course Date: October 03, 2018
    On-Demand Release Date: Available Now

    Approved Credit:
  • FPA: 1 hour CFP CE

  • ADD COURSEADD COURSE FPA Annual Conference 2018: Retirement Distribution Strategies - On Demand
    Collapse FPA Annual Conference 2018: The Retirement Holy Grail of Income & Growth - On Demand

    Allocating the portfolio for both income and growth may be challenging when building a retirement income plan today. Mitigating longevity, inflation and sequence of returns risk is a triple-play goal that most people wish to achieve. Understanding how to constrain assets that are held hostage to finance income, while also having more dollars to chase growth and discretionary liquidity, remain important. During this session we will discuss: Luck vs. Skill (Predictable vs. Unpredictable); The “Basket of Products Approach”; Promised-Based vs. Market-Based; How to "Buying Income and Investing the Difference; Agnostic Approach to a Hybrid strategies.

    Level of Complexity: Intermediate

    Formats Available: Streaming
    Original Course Date: October 03, 2018
    On-Demand Release Date: Available Now

    Approved Credit:
  • FPA: 1 hour CFP CE

  • ADD COURSEADD COURSE FPA Annual Conference 2018: The Retirement Holy Grail of Income & Growth - On Demand
    Collapse Home Equity Planning How-To: Identify Candidates and Introduce Reverse Mortgages into Your Practice - On Demand

    Staying up-to-date on a variety of planning solutions is part of every financial adviser’s fiduciary responsibility to clients approaching retirement age. During this webinar, advisers will understand why homeowners age 62+ should consider a reverse mortgage to improve cash-flow in retirement, and how to take the next step to learn how to incorporate this concept into their practice while adding value to your clients’ long-term financial plans.

     

    Level of Complexity: Overview

    Formats Available: Streaming
    Original Course Date: June 06, 2018
    On-Demand Release Date: Available Now

    Approved Credit:
  • FPA: 1 hour CFP CE

  • ADD COURSEADD COURSE Home Equity Planning How-To: Identify Candidates and Introduce Reverse Mortgages into Your Practice - On Demand
    Collapse Incorporating Health Savings Accounts (HSAs) into Your Financial Planning Practice - On Demand

    Most Americans are not saving enough for retirement. Further, we underestimate how much of retirement income will be spent on health care costs. Health savings accounts (HSAs) are well suited to fill this void by offering superior tax efficiency today coupled with the flexibility to meet retirees’ changing needs as they age. Join this session to learn how HSAs may benefit your clients and how incorporate them into their financial plans.

     

    Level of Complexity: Overview

    Formats Available: Streaming
    Original Course Date: September 12, 2017
    On-Demand Release Date: Available Now

    Approved Credit:
  • FPA: 1 hour CFP CE

  • ADD COURSEADD COURSE Incorporating Health Savings Accounts (HSAs) into Your Financial Planning Practice - On Demand
    Collapse New Retirement Planning Strategies after the Tax Cut and Jobs Act of 2017 - On Demand

     

    Join William Meyer, CEO at Income Solver, and William Reichenstein, Head of Research and Endowed Professor at Baylor University to learn how the recent tax cut will impact retirement planning, creating new opportunities and risks. You will also learn tax efficient withdrawal strategies and how to apply them to Social Security and Medicare.

     

    Level of Complexity: Advanced

    Formats Available: Streaming
    Original Course Date: March 21, 2018
    On-Demand Release Date: Available Now

    Approved Credit:
  • FPA: 1 hour CFP CE

  • ADD COURSEADD COURSE New Retirement Planning Strategies after the Tax Cut and Jobs Act of 2017 - On Demand
    Retirement Planning (No Credit)