Retirement InSight and Trends is the quarterly newsletter for the International Foundation for Retirement Education’s Certified Retirement Counselors® (CRC®s) to help retirement professionals with the practical application of new retirement readiness, counseling, planning and income management concepts for the mid-market. Find out more about the CRC® and InFRE here.
The articles below comprise this retirement-specific newsletter. Click on the links below to read each article online separately, or click here to view and print the issue in its entirety.
- “5 Critical Social Security Concepts You Need to Know to Elevate Your Credibility” by Heather L. Schreiber, RICP®, HLS Retirement Consulting, LLC. Social Security is a topic that is near and dear to my heart, primarily because I run into consumers and financial professionals every day that just are confused, and rightfully so.
- “Determining Your Client’s Retirement Income Style” by Wade D. Pfau, Ph.D., CFA, Professor of Retirement Income for the American College of Financial Services. The tax-efficient order to invest and pay down debts, is in other words, how to maximize the tax-efficient accumulation of wealth while you are working.
- “Advance Planning for Clients with Health Savings Accounts (HSAs) and Medicare” by Kelley Long, CPA/PFS, CFP®. This article is about avoiding pitfalls when continuing to contribute to a health savings account (HSA) once you’re receiving Medicare.
This issue is worth one free CRC® CE credit upon reading all the articles and successfully completing the online quiz. An email will be sent to you and InFRE upon successful completion (score of 70% or more) of the CE exam.
Click here for the Continuing Education Exam that corresponds to this issue. Click here to see other free issues that you may read. Recent issues are eligible for CRC®, CFP®, CRPC®, ASPPA, the American College’s Professional Recertification Program (CLU®, ChFC®, CASL) and other CE credit when you pass the online exam.
To report CE:
- Your score will automatically be sent to InFRE for CRC® credit.
Looking for additional CE opportunities? Visit the continuing education section of the Retirement Resource Center store to find hundreds of additional professional development and continuing education options by leading experts, the way you want to learn, at the level that’s right for you.