Retirement Income Management: Service Providers

Service Providers

A one-stop solution for retirement education and training
with financial education... simply well-designed.^{^®}
So how do you know which resources on this site are right for your organization? The InFRE^{^®} Retirement Resource Center (IRRC) provides best-practice education and training solutions for retirement professionals in each of the Four Stages of Retirement Literacy that learners progress through as they evolve from not knowing what they don't know, to becoming masters of what they're learned.

		The Retirement Knowledge Questionnaire^TM is a 10 question assessment, to identify which solution(s) best might fit your education and training needs. For scores less than 70%, start with Stage Two See Stage Three solutions for scores of 70-85% See Stage Four solutions for scores 85%+
		1. License CRC^{^®} program study materials and PowerPoints for new hire training. To compete in financial services today, your entire organization needs to “think retirement.” The study materials for the CRC^{^®} certification program in print, elearning and live formats are a perfect way to integrate and provide the best in fundamental training on the most up-to-date thinking on retirement.
		2. Managing Retirement Income training. Since 2005, over 14,000 advisors have participated in our retirement income managment training programs to understand how to manage reitrement income and risks. By using a six-step holistic approach, your employees learn about the challenges of managing income over a period of undertain length and expense, as well as how the definition of risk changes during retirement. Introductory and intermediate courses are available in elearning, print, audio and live formats.
		Introduction to Managing Retirement Income (MRI) Presented by Kevin Seibert, CFP^®, CRC^®, CEBS, this 1.5-hour recorded webcourse is designed to help advisors and retirement counselors be more aware of how retirement distribution planning is different from retirement accumulation planning. Learners 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.
	elearning	A. Intro to MRI 90 minute recorded webcourse. See and hear excerpt from recorded webcourse here
	e-book	B. See excerpt from 90 page ebook, Professional's Introduction to Managing Retirement Income self-study course here.
	print book	Strategies for Managing Retirement Income (MRI) C. 300 page, print Professional's Guide to Managing Retirement Income" course. Includes: course study guide with worksheets and reference materials AND access to a nine-part elearning PowerPoint with audio - a $79 value of itself!
	elearning	D. View excerpt of Strategies for MRI, nine-part elearning course recorded PowerPoint.
	audio CD	E. Strategies for MRI, 9 part audio CD (listen to excerpt in D above)
	audio MP3	F. Strategies for MRI, 9 part MP3 download
		The Certified Retirement Counselor^{^®} (CRC^{^®}) certification program will take intermediate-level advisors to the level of retirement professional. This newly-accredited certification was created in 1997 by the nonprofit International Foundation for Retirement Education (InFRE), under the academic guidance of Texas Tech University, to prepare professionals prepare for managing the increasingly complex challenges facing today’s retirees.
		Client Retirement Income Workshop . Retirement advisors who use education to help clients understand how to make informed decisions about when to retire, how to convert retirement savingds into income, and how to manage their retirement risks, will make the first meeting seem like the third where clients are ready to act on what they've learned. During this 90-minute workshop, particpants receive FINRA-reviewed client course workbooks and income planning worksheets to complete at home for use in post-program, one-on-one meetings. THe interactive delivery design, along with completion of a personalized Action Plan during the course, will increase participants' desire to implement what they've learned.
Next Steps Purchase courses/components as needed for individual employees, or purchase a site/organization license in print, elearning, MP3 or live training formats License components for delivery by your training staff or on your learning management system (ready-to-load exams are included) Contact Kevin Seibert at 847-382-9032 or by email.

Financial education... simply well designed.^{^®} is a registered trademark of Discover Learning, Inc.