Retirement InSight and Trends is the quarterly newsletterr 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.
The articles below comprise this retirement-specific newsletterr. Click on the links below to read each article online separately, or click here to view and print the issue in its entirety.
- “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?
This issue is worth one free CRC®, CFP®, CRPC®, ASPPA, and the American College’s Professional Recertification Program (CLU®, ChFC®, CASL) CE credit upon reading all the articles and successfully completing the online quiz. An email will be sent to you and the Retirement Resource Center 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 the Retirement Resource Center to report your CRC® credit to InFRE and/or CFP® credit to the CFP Board.
- You are responsible for reporting your CE hours for CRPC®, ASPPA recertification and the American College’s Professional Recertification Program (CLU®, ChFC®, CASL).
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.