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Category: Retirement CE and Training

Retirement Conference On-Demand

Retirement Professional development for call centers and other non-professionals

The Retirement Resource Center (RRC) is the professional development partner of the International Foundation for Retirement Education® (InFRE).

The RRC provides retirement-specific training and education programs by leading experts so Certified Retirement Counselors® and other retirement professionals make decisions that fortify their client’s retirement security and peace of mind.

Our customizable group learning package will help your team better serve and understand how to meet the needs of your clients or members. This series of one-hour, on-demand webinars will allow attendees to have access to today’s leading retirement experts in decumulation, retirement risks, retirement happiness, and retirement income and establish a common base of understanding.

The Retirement Conference On-Demand is perfect for groups such as:

  • Public sector retirement systems’ benefits counselors and services managers, compliance analysts, customer service representatives, employer representatives, human resources, payroll counselors, and governing board members or plan trustees.
  • Registered investment advisory firms and support staff.
  • Personal financial planning, accounting firms and support staff.
  • Wealth management firms, investment professionals and support staff.

A 12-month package includes:

  • Access for up to 25 people.
  • A series of monthly courses selected from our menu of over 60 presentations.
  • A recommended learning plan or option to self-select speakers and topics based on your organization’s desired results.
  • The option for individuals to view courses together in same room or on their own (conditions apply if earning CE).
  • Each person is sent a monthly reminder email to view the next course or to complete the prior course.
  • A monthly administrator’s report indicating which courses are successfully completed by each individual.

Retirement Income Management

InFRE® Course Series on Managing Retirement Income

Managing Retirement Income (MRI):
Positioning financial professionals to serve the growing retirement income market

How can I make my retirement income last as long as I live?

It’s a question financial advisors hear more and more as Baby Boomers come of retirement age. To provide a sufficient response, however, advisors must know how to guide current and future retirees through a maze of sometimes contradictory information. They need to understand the challenges of managing income so it lasts over an indefinite length of time and expense. They must be able to tailor their advice to the unique circumstances of each individual.

The Managing Retirement Income Course Series helps meet these needs by bringing expert knowledge and sound planning techniques to financial service professionals who want to develop a mastery of the income management segment of the retirement market.

Who should take InFRE’s MRI courses?

The MRI courses are designed to benefit all financial professionals, including registered representatives, insurance professionals, financial planners, CPAs, and retirement advisors with a basic understanding of retirement planning and investment principles who want to increase their knowledge about risks and other issues relating to retirement income planning, and who want to learn a process for helping retirees convert retirement assets into lifetime income.

Why these courses?

There are 41 million people between the ages of 62 and 82 facing the challenge of managing their money so they can maintain a desired lifestyle throughout retirement. Longer life expectancy, rising health care costs, market fluctuation and inflation make this an increasingly difficult challenge for all but the wealthiest individuals.

The Managing Retirement Income course is a workshop developed to help advisors determine the best solutions for their clients. The course covers:

  • The six-step process to create a retirement income plan
  • The four greatest risks retirees face and the tools to manage them
  • How to identify and manage a client’s total retirement assets
  • Why traditional income calculations and assumptions are inadequate
  • How to assess a particular client’s income needs and preferences
  • When and how to liquidate assets
  • Tax and income distribution issues advisors should know about
  • How to create secure income that lasts a lifetime
  • The tax consequences of different decisions and approaches
  • How to tailor an income management plan to individual clients

Managing retirement income is a complex task with no single solution or “one size fits all” strategy. InFRE’s retirement income approach reflects this awareness by providing advisors with the tools to give client’s and prospects the options and decision-making guidelines to best meet their personal circumstances.

This leading-edge material is available in various formats and course lengths to meet the professional development needs of a variety of individuals, ranging from support staff that just need familiarity with concepts, to retirement advisors who need in-depth training on how to create and implement retirement income strategies for clients.

Introduction to Managing Retirement Income

Introduction to Managing Retirement Income Elearning CourseThe Introduction to Managing Retirement Income elearning course is designed to help advisors and retirement counselors recognize how retirement distribution planning is different from retirement accumulation planning. Participants will be introduced to the challenges of managing income over a period of uncertain length and expense, as well as how the definition of risk changes during retirement. One take-away solution summarized during the course is that the answer to retirement income management is not just “asset allocation,” but also “income allocation.” Learn more here

Presenter: Kevin Seibert, CFP®, CEBS, CRC®
Time: 
1 Hour and 30 Minutes
CEU: 1.5 CRC® CE

“Introduction to Managing Retirement Income” is a one-hour course that is perfect for support staff and advisors new to retirement income planning that can be delivered live by an InFRE instructor or licensed for delivery by your instructors.

Click here for someone to contact you about delivering this course live to groups or licensing of this course for training purposes (this will open your e-mail application),  or call 847-756-7350 ext. 132

Strategies for Managing Retirement Income

The four-hour, “Strategies for Managing Retirement Income” training course is designed for professionals who need to begin understanding how to create retirement income solutions for clients. Perfect for training home office staff or advisors who need to recommend suitable courses of actions for clients.

Click here to download more information about the course or click here to view an introductory recorded presentation. 

Click here for someone to contact you about delivering this course live to groups or licensing of this course for training purposes (this will open your e-mail application),  or call 847-756-7350 ext. 132

The Client “Managing Your Retirement Income” Educational Marketing Workshop

This 60 minute workshop is a highly-relevant and practical educational marketing workshop for clients and prospects who want to know, “When and how should I take income from my retirement savings?” With longer life expectancies, rising health care costs, and fluctuating retirement savings values, generating a continuous income stream is an increasingly difficult challenge for all but the most well-prepared. Clients need to understand the challenges they will face before they retire in order to make informed decisions about when to retire and how to take distributions from their pension, defined contribution plans, IRAs and other personal retirement savings.

Likewise, retirement advisors and counselors need an objective educational marketing workshop that teaches pre-retirees what they need to know to make a successful transition to retirement and manage their income so that they can productively and suitably help clients and prospects experience a retirement as beneficial and personally rewarding as they had hoped.This unique workshop includes a scripted PowerPoint presentation, 25 participant workbooks a recording of a workshop presentation and an evaluation form. To listen to a sample of the train-the-trainer presentation click here. To view a sample of the workshop PowerPoint presentation click here. To view a sample of the workshop workbook click here.
$695
Formatted for Windows PC only

Licensing Fees: First year licensing fee $695 includes 25 Workbooks. Subsequent annual licensing renewal fee $195. Additional workbooks $125 pkg/25 plus shipping.

If you have any questions or need more information about this workshop contact Kirsten smith at 847-756-7350 ext. 135 or email.

Purchase Additional Workshop Workbooks

With the initial purchase of the workshop, you will receive a package of 25 workbooks. To order additional workbooks, click on the “Add to Cart” button below. Purchase three or more sets for $100 each.See excerpt here
$125

Click below to sign up to receive future notifications about our retirement income professional education resources
Sign up for our Email Newsletter

Retirement CE and Training

CRC® Continuing Education Requirements

To maintain active status, CRC® Certificants must report 15 hours of continuing education (CE) credits annually.


CRC® certification carries an obligation of continuing education to help Certificants maintain a current understanding of relevant retirement planning topics and compliance with ethical requirements. The continuing education requirements are appropriate for active CRC® certificants as evidenced in the most recent CRC® Practice Analysis study.

CRC® Certificants are required to report 15 hours of Continuing Education (CE) credits annually. At least two hours of ethics CE must be submitted every two years. Refer to Renew Your CRC® Certification for more information about CRC® CE and other renewal requirements.

15 hours of CE annually

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2 hours of Ethics every other year

Retirement CE & Training

CRC® CE requirements can typically be fulfilled by attending conferences, participating in internal training programs and earning CE for insurance licenses and other licenses and designations.  All CRC® CE is self-reporting and does not require pre-approval.  If you need additional CE credit hours, InFRE has many courses available to help you meet your annual requirement.

Retirement Income Management Training and Consumer Education

How can I make my retirement income last as long as I live?

It’s a question financial advisors hear more and more as Baby Boomers come of retirement age. To provide a sufficient response, however, advisors must know how to guide current and future retirees through a maze of sometimes contradictory information. They need to understand the challenges of managing income so it lasts over an indefinite length of time and expense. They must be able to tailor their advice to the unique circumstances of each individual.

The Managing Retirement Income Course Series helps meet these needs by bringing expert knowledge and sound planning techniques to financial service professionals who want to develop a mastery of the income management segment of the retirement market. The

Who benefits from InFRE’s Retirement Income Courses?

The MRI courses are designed to benefit all financial professionals, including registered representatives, insurance professionals, financial planners, CPAs, and retirement advisors with a basic understanding of retirement planning and investment principles who want to increase their knowledge about risks and other issues relating to retirement income planning, and who want to learn a process for helping retirees convert retirement assets into lifetime income.

Why retirement income training?

There are 41 million people between the ages of 62 and 82 facing the challenge of managing their money so they can maintain a desired lifestyle throughout retirement. Longer life expectancy, rising health care costs, market fluctuation and inflation make this an increasingly difficult challenge for all but the wealthiest individuals.

The Managing Retirement Income course is a workshop developed to help advisors determine the best solutions for their clients. The course covers:

  • The six-step process to create a retirement income plan
  • The four greatest risks retirees face and the tools to manage them
  • How to identify and manage a client’s total retirement assets
  • Why traditional income calculations and assumptions are inadequate
  • How to assess a particular client’s income needs and preferences
  • When and how to liquidate assets
  • Tax and income distribution issues advisors should know about
  • How to create secure income that lasts a lifetime
  • The tax consequences of different decisions and approaches
  • How to tailor an income management plan to individual clients

Managing retirement income is a complex task with no single solution or “one size fits all” strategy. InFRE’s retirement income approach reflects this awareness by providing advisors with the tools to give client’s and prospects the options and decision-making guidelines to best meet their personal circumstances.

This leading-edge material is available in various formats and course lengths to meet the professional development needs of a variety of individuals, ranging from support staff that just need familiarity with concepts, to retirement advisors who need in-depth training on how to create and implement retirement income strategies for clients.

Introduction to Managing Retirement Income

Introduction to Managing Retirement Income Elearning CourseThe Introduction to Managing Retirement Income elearning course is designed to help advisors and retirement counselors recognize how retirement distribution planning is different from retirement accumulation planning. Participants will be introduced to the challenges of managing income over a period of uncertain length and expense, as well as how the definition of risk changes during retirement. One take-away solution summarized during the course is that the answer to retirement income management is not just “asset allocation,” but also “income allocation.”Learn more here

Presenter: Kevin Seibert, CFP®, CEBS, CRC®
Time: 
1 Hour and 30 Minutes
CEU: 1.5 CRC® CE

“Introduction to Managing Retirement Income” is a one-hour course that is perfect for support staff and advisors new to retirement income planning that can be delivered live by an InFRE instructor or licensed for delivery by your instructors.

Click here for someone to contact you about delivering this course live to groups or licensing of this course for training purposes (this will open your e-mail application),  or call 847-756-7350 ext. 132

Strategies for Managing Retirement Income

The four-hour, “Strategies for Managing Retirement Income” training course is designed for professionals who need to begin understanding how to create retirement income solutions for clients. Perfect for training home office staff or advisors who need to recommend suitable courses of actions for clients.

Click here to download more information about the course or click here to view an introductory recorded presentation. 

Click here for someone to contact you about delivering this course live to groups or licensing of this course for training purposes (this will open your e-mail application),  or call 847-756-7350 ext. 132

The Client “Managing Your Retirement Income” Educational Marketing Workshop

This 60 minute workshop is a highly-relevant and practical educational marketing workshop for clients and prospects who want to know, “When and how should I take income from my retirement savings?” With longer life expectancies, rising health care costs, and fluctuating retirement savings values, generating a continuous income stream is an increasingly difficult challenge for all but the most well-prepared. Clients need to understand the challenges they will face before they retire in order to make informed decisions about when to retire and how to take distributions from their pension, defined contribution plans, IRAs and other personal retirement savings.

Likewise, retirement advisors and counselors need an objective educational marketing workshop that teaches pre-retirees what they need to know to make a successful transition to retirement and manage their income so that they can productively and suitably help clients and prospects experience a retirement as beneficial and personally rewarding as they had hoped.This unique workshop includes a scripted PowerPoint presentation, 25 participant workbooks a recording of a workshop presentation and an evaluation form. To listen to a sample of the train-the-trainer presentation click here. To view a sample of the workshop PowerPoint presentation click here. To view a sample of the workshop workbook click here.
$695
Formatted for Windows PC only

Licensing Fees: First year licensing fee $695 includes 25 Workbooks. Subsequent annual licensing renewal fee $195. Additional workbooks $125 pkg/25 plus shipping.

If you have any questions or need more information about this workshop contact Kirsten smith at 847-756-7350 ext. 135 or email.

Purchase Additional Workshop Workbooks

With the initial purchase of the workshop, you will receive a package of 25 workbooks. To order additional workbooks, click on the “Add to Cart” button below. Purchase three or more sets for $100 each.See excerpt here
$125

Click below to sign up to receive future notifications about our retirement income professional education resources
Sign up for our Email Newsletter

Pre-conference sessions

Pre-Conference and Certificate Series Training

InFRE has provided over 50 pre-conference sessions for public sector national and state association conferences over the last 20 years on the topics of retirement planning, retirement administration, and retirement income planning.

We’ve seen a lot change in public sector plans during that time, such as:

  • State and local pensions reducing and/or cost-sharing benefits with employees.
  • In order to better govern the plan, decisionmakers of both public sector DB and DC plans need help understanding the decisions and actions members now have to make beyond when to receive their retirement benefits to become retirement secure.
  • Trustees/board members are being called to a high level of governance and fiduciary responsibility.
  • Some states requiring trustees and boards to maintain a minimum level of initial and continuing retirement education.

Professional development courses built on expert knowledge and sound planning techniques based on the decisions your members now need to make will help your decision-makers develop an understanding of retirement readiness, planning and income management approaches to improve governance of the plan, build member trust, and increase plan utilization.

In order to help you meet the evolving needs of your members and bolster your leadership’s professionalism, InFRE can provide a revenue shared pre-conference, two-day Certificate Series program in partnership with your organization as a value-add for those attending your conference.

  • Day One includes retirement readiness, investments, plan design and retirement income planning.
  • Day Two includes plan design, investing, operations, compliance, ethics and fiduciary responsibility.

For More Information

Contact Betty Meredith, CFA, CFP®, CRC®, InFRE’s Public Sector Liaison to discuss expanding your conference’s professional development offerings at 847-756-7350 ext. 133 or by email.