Articles in the 3rd Quarter - September 2018 Issue:
Some of the topics covered in this issue:
Learn the recent legislation that will impact your ability to help you clients avoid financial abuse; why some elder clients are susceptible to financial abuse; how to detect financial abuse that is affecting your clients; and the steps you can take to help your clients avoid financial abuse.
Learn game-changing trends and a new strategy for addressing the challenges and behavioral considerations to integrate into retirement decision making.
Learn how to talk about Social Security with your clients; how to de-mystify the myths surrounding the claiming strategies; help create value to your client and trust in your relationship; and how to help married clients see the bigger picture.
1 hr CRC Only Continuing Education Credit Reporting
After passing exam, reporting for CRC® and CFP® CE credit is free. If you select to report for credit, be sure to add your CRC® and/or CFP® ID at checkout. You are responsible for reporting your CE hours for ASPPA, CLU®, ChFC®, RICP®, CASL and other CE recertification.
Developed by: International Foundation for Retirement Education (InFRE)
Designed for: Advisors and Retirement Counselors
Your satisfaction guaranteed: We know that you will be pleased with your purchase of this product. If, however, you are not completely satisfied notify us within 30 days of your purchase to receive a full refund of your fee, less any CFP® CE reporting fee for the course that was filed prior to cancellation.
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