April, 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:
- “Bonds Away! How Fixed Income Can Play an Integral Role in Any Retirement Strategy” by Russell Wild, MBA, Principal of Global Portfolios. Welcome to the wonderful and wacky world of bonds. Why wacky? Almost nothing I can think of, not even writing a novel, that looks so simple but can be so complex once you delve into it.
- “Navigating the Critical Ages of Retirement Income Planning” by Heather Schreiber, RICP®, Founder and President, HLS Retirement Consulting, LLC. There are so many twists and turns along the road to navigating as clients approach retirement, enter, and funnel through it.
- “Adapting Your Communication Style for More Effective Client Relations” by Joseph Tabers, CSP, President of Productive Training, Inc. To understand our client’s communication style, usually, the first place to start is with ourselves. Think about what comes easy for you; what are you good at?
The articles below comprise the April, 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 April, 2023 Issue of Retirement Insight and Trends
on April 30, 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→
Bonds Away! How Fixed Income Can Play an Integral Role in Any Retirement Strategy
on April 30, 2023
By Russell Wild, MBA, Principal of Global Portfolios
Welcome to the wonderful and wacky world of bonds. Why wacky? Almost nothing I can think of, not even writing a novel, that looks so simple but can be so complex once you delve into it. If you have ever been lost in some complexities, we can clear some of that up today. Today we are going to look at the significant role bonds play or should play in building a retirement portfolio. We will examine what kinds of bonds belong and which do not belong in retirees’ accounts. We are going to take a look at bond funds, individual bonds, and bond ladders, and we are going to look at the risks of bonds. Finally, I will give you some tips for successful bond trading. […]
Navigating the Critical Ages of Retirement Income Planning
on April 30, 2023
By Heather L. Schreiber, RICP®, HLS Retirement Consulting, LLC
There are so many twists and turns along the road to navigating as clients approach retirement, enter, and funnel through it. How can the average consumer possibly navigate all these rules at different ages? In addition, SECURE 2.0 has finally been signed into law, so in this article, we’ll cover how to leverage some new opportunities as well. […]
Adapting Your Communication Style for More Effective Client Relations
on April 30, 2023
By Joseph Tabers, CSP, President of Productive Training, Inc.
To understand our client’s communication style, usually, the first place to start is with ourselves. Think about what comes easy for you; what are you good at? For example, some people are good listeners, some are good at asking questions, and some are good at patience.
Today’s communication styles are well documented. We need to appreciate the differences knowing that we will not change the communication style of another individual, client, or otherwise. The best bet is to start with our communication and then adapt to theirs to look for better, tighter connections. We should be able to appreciate their strengths, respect their weaknesses, and work within them. […]
Earn 1 free Continuing Education (CE) credit for the April, 2023 Issue of Retirement InSight and Trends
on April 30, 2023
You can earn 1 CRC®, CFP®, ASPPA, and the American College’s Professional Recertification Program (CLU®, ChFC®, CASL) CE credit for the April, 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. […]