July, 2023 Issue – Retirement Resource Center’s most current free retirement newsletter – 1.0 CRC and CFP CE credit
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The quarterly newsletter from the Retirement Resource Center helps retirement professionals keep abreast of what’s happening in the field of retirement readiness, counseling, planning, and income management.
In this most current version of our retirement-specific newsletter, planners will learn about:
- “SECURE Act’s Definitive Roadmap to Distribution Options for Inherited IRAs” by Denise Appleby, MJ, CISP, CRC®, CRPS, CRSP, APA, Founder and Owner of Appleby Retirement Consulting, Inc. The SECURE Acts 1.0 and 2 (Setting Every Community Up for Retirement Enhancement) are why we are here today because it does get complicated.
- “Retirement Income Using Charitable Strategies” by Tiffany T. House, CAP®, CEPA, FCEP, Gift Planning Institute, Tax & Estate Strategy. Advisors, it is so vital to have charitable conversations with your clients. There are many reasons why. First, it offers us the ability to connect on a deeper level.
- “Women Vulnerable in Retirement: Housing Wealth Solutions” by Shelley Giordano, MA,Enterprise Integration Mutual of Omaha Mortgage,Founder Academy Home Equity Financial Planning. The press has widely publicized that about 70% of women flat-out fire their advisors once divorced or widowed. Here are some reasons they give for being dissatisfied with their advisors.
The articles below comprise the July, 2023 Issue of Retirement Insight and Trends. Click on the links below to read each article online separately, or click here to view and print the issue in its entirety.
Follow the link at the end to access the quiz, and upon passing with 70% or greater you may receive 1.0 hour of CFP®, CRC®, ASPPA, CLU®, ChFC®, CASL and other CE credit!
Welcome to Retirement Resource Center’s July, 2023 Issue of Retirement Insight and Trends
on July 29, 2023
Retirement InSight and Trends is the quarterly newsletter from the Retirement Resource Center that helps committed professionals with the practical application of new concepts in the field of retirement readiness, counseling, planning and income management. […]
Continue Reading this issue of Retirement Insight and Trends here→
SECURE Act’s Definitive Roadmap to Distribution Options for Inherited IRAs
on July 29, 2023
By Denise Appleby, MJ, CISP, CRC®, CRPS, CRSP, APA, Founder and Owner of Appleby Retirement Consulting, Inc.
The SECURE Acts 1.0 and 2 (Setting Every Community Up for Retirement Enhancement) are why we are here today because it does get complicated. How can we help you help your clients when they say, “Listen, advisor, I have an inherited IRA; what are my distribution options?” How you respond to that correctly is to determine what class that beneficiary falls into. There are also unique planning opportunities for spouse beneficiaries. […]
Retirement Income Using Charitable Strategies
on July 29, 2023
By Tiffany T. House, CAP®, CEPA, FCEP, Gift Planning Institute and Tax & Estate Strategy
Advisors, it is so vital to have charitable conversations with your clients. There are many reasons why. First, it offers us the ability to connect on a deeper level. There is something called oxytocin, which is a hormone released in the brain that allows people to feel connection, love, and bonding. When people talk about themselves or share stories from their past, oxytocin is released in the brain. They feel more connected and trust the person to whom they are talking. When we talk about charities, charitable intent, and donors’ goals with their charitable concerns, we can learn more about them and have them start to connect with us on a deeper level. […]
Women Vulnerable in Retirement: Housing Wealth Solutions
on July 29, 2023
By Shelley Giordano, MA, Enterprise Integration Mutual of Omaha Mortgage, Founder Academy Home Equity Financial Planning
The press has widely publicized that about 70% of women flat-out fire their advisors once divorced or widowed. Here are some reasons they give for being dissatisfied with their advisors. […]
Earn 1 free Continuing Education (CE) credit for the July, 2023 Issue of Retirement InSight and Trends
on July 29, 2023
You can earn 1 CRC®, CFP®, ASPPA, and the American College’s Professional Recertification Program (CLU®, ChFC®, CASL) CE credit for the July, 2023 issue of Retirement InSight and Trends.
Click here to access the quiz.
When you have completed the last question, click the “submit” button to submit your final answers. You may not return to review or change your answers after clicking submit or if you close the browser window. You may restart the quiz if needed.
You will only be allowed three attempts at passing the quiz so please make sure you have carefully read all the articles in this issue before starting the quiz. If you have trouble passing the first time, we recommend downloading the PDF version to consult while completing the quiz.
A score of 70% is required to pass the quiz and earn CE credit. An email will automatically be sent to you for your records as proof of successful completion. […]