| Learning Stage Four - Achieve Mastery: Further Your Career, and Teach Others    |
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You are a retirement income management professional who has a wealth of information to share with clients as evidenced by your high scores on InFRE’s Retirement Knowledge QuestionnaireTM . You have received professional training and have a CRC® certification or equivalent education. How can you stay at the top of your specialty?
Continuing Education (CE)
Your title may or may not require a certain number of Continuing Education (CE) credits each year. Either way, CE is the key that sets you apart from others who learned the basics but haven't pursued mastery. The InFRE® Retirement Resource Center (IRRC) offers many instructive, engaging, and most important, pertinent CE courses on a wide variety of subjects that will keep you interested and informed on the topics that apply most to your chosen profession. Did you know that more than 70% of people over age 65 who live in poverty are women? Take our Women and Retirement Recorded Elearning Course to learn how best to address the specific needs of this large retirement subgroup. Do your clients ask you about other non-financial lifestyle changes they will undergo during retirement? Your Life in Retirement Designed Elearning Course will give you the tools to talk to clients with authority about a period of life that you haven't yet personally experienced. Browse our CE selections to see the wide variety of topics that are available. (Featured products are approved for insurance CE credits in most states.)
Teach Others
What's the most effective way to market your skills? Teach a workshop! Your clients will benefit immensely by learning what they can do to make informed decisions about their financial futures, and they will credit you with their success. Satisfied clients are the very best acknowledgment of the service you provide. We've done the research and the background work to provide you with all you will need in vetted and validated Managing Your Retirement Income Workshop curriculum focused on what your clients or employees need to know about managing their retirement income. These workshops receive rave reviews both for the on point information they deliver, and for the presenters whose knowledge and experience they showcase. Be a presenter, share your expertise, and demonstrate your mastery of retirement income management.
Success!
You've reached the top of your chosen profession as an advisor, or as a retiree, you are reaping the rewards of managing your retirement income. Share your success stories with us and others. Let us know how your diligence in pursuing retirement income management information and education resulted in you achieving your personal and professional objects. The dire stories about all that can go wrong make the news daily. We rarely hear about the triumphs and accomplishments of normal folks who flourish during their golden years because they and their retirement advisors assessed the risks and were able to conquest the uncertainty. We are compiling retirement success stories about those people who worked hard for this triumph, and we want to hear from *YOU*!
| Retirement Income Management Learners |
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As a retirement advisor who has a wealth of knowledge and experience working with clients, you are in a position to hone your skills with CE courses that focus on topics that pertain to specific clients or issues that interest you today. Browse our extensive list of CE learning materials that are topical, timely, and pertinent to what you do everyday. Are you ready to teach others? You don't need to write the course... we've already done that for you! Review the curriculum for the FINRA-reviewed 75-90 minute, "Managing Your Retirement Income Workshop". Participants receive client course workbooks and income planning worksheets to complete at home for use in post-program, one-on-one meetings with you, their retirement advisor. The interactive delivery design, along with completion of a personalized Action Plan during the course, will increase participants’ desire to implement what they learned, and to tell others that they received their knowledge from you. |
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Did you know that only 15-20% of your employees are sufficiently self-motivated to learn about their retirement futures from print and online courses? Because half or more of them prefer all of their financial retirement decisions to be made for them, this puts a big burden on you, at a time when all employers, public and private, are under intense pressure to reduce employee benefits and the cost of providing them. Even though you have already given your workforce to their benefit plans, you can help your employees to substantially improve their retirement preparedness by offering Employee Education Courses delivered by your own licensed advisors or by one of our highly experienced instructors. Do your advisors need more training? Consider the Train the Trainer Workshop. Not ready to provide workshops for your workforce, but know you need to give them more advice on controlling their own futures? Recommend to them Finding the Right Financial and Legal Advisors for You.
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It's no secret: educated clients are your best clients. Gather, grow and retain retirement assets with financial education... simply well-designed®. Your educated clients are your best clients. Your organization has the expertise, and it's time to capitalize on all that you've learned and done as you've grown into a well respected retirement income management resource. Now you will need to keep your advisors on the cutting edge with the retirement-specific Continuing Education courses offered by the IRRC. Make use of the wealth of information your advisors have acquired by having them offer workshops to clients. Your advisors will grow their clientele by becoming known as the expert in their field by holding the Client "Managing Retirement Income" Educational Marketing Workshop. Reap the benefit of both a satisfied clientele, by the referrals you will get because you're a provider who is on the cutting edge of the industry. |
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You're an educated consumer who does the research to find the best pathway to your retirement objectives. You've researched the possibilities for your golden years, read books such as our Controlling Your Financial Future and Finding the Right Financial and Legal Advisors for You. You work with a good retirement advisor, perhaps one of our CERTIFIED RETIREMENT COUNSELOR's® (CRC® ), and you've successfully met your retirement objectives. We are compiling stories from people like you to encourage others who are still on the journey to fulfilling their retirement objectives. The book hasn't been written yet, but contact us here if you would like to share your journey with us. |
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