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 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 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
    Retirement Planning (No Credit)
    Collapse Charitable Giving: A Valuable Piece of the Financial Planning Picture


    Financial planners can benefit from speaking about philanthropy with their clients. Positioning philanthropic vehicles for planners’ client base, helps clients realize their financial and philanthropic goals. In this presentation, you will learn how to position philanthropy within your client base while distinguishing characteristics of philanthropic vehicles and engaging the next generation and family values. In addition to determining how to formulate financial and tax strategies, planners will also learn how thinking about philanthropy strategically can help grow and maintain their business.


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

    Formats Available: Streaming, Live Event + Archive
    Original Course Date: September 24, 2019

    Approved Credit:
  • FPA: 1 hour CFP CE

  • ADD COURSEADD COURSE Charitable Giving: A Valuable Piece of the Financial Planning Picture
    Collapse Planning for Health Care Costs in Retirement


    Health care costs are one of the top fears investors have about retirement. Together, Vanguard and Mercer Health and Benefits have developed a model to forecast health care costs for both pre-retirees and retirees in order to help them be prepared. Vanguard discusses the latest research on these costs.

    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, Live Event + Archive
    Original Course Date: July 10, 2019
    On-Demand Release Date: Available Now

    Approved Credit:
  • FPA: 1 hour CFP CE

  • ADD COURSEADD COURSE Planning for Health Care Costs in Retirement