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InFRE's 2020 1st Qtr Issue of Retirement Insight and Trends - 1 hr CRC® Only CE Credit

The April 2020 free quarterly newsletter features articles on SECURE Act, Communication and HSAs.

Jack TowarnickyJoe TabersDenise Appleby

Articles in the 1st Quarter - April 2020 Issue:

  • Key Changes Made by the SECURE Act  by Denise Appleby, APA, CISP, CRPS, CRC®, CRSP founder and owner of Appleby Retirement Consulting, Inc
  • Understanding Communication Styles for More Effective Client Relations by Joseph Tabers, CSP, President of Productive Training Services, Inc.
  • America’s REAL Retirement Coverage Crisis: Solution – The HSA in Your Future by Jack Towarnicky, JD, CEBS, LLM-Employee Benefits, HR/Rewards/Benefits Compliance and Planning Researcher with the American Retirement Association

Some of the topics covered in this issue:

  1. Learn the elimination of age limits on the ability to make contributions to traditional IRAs; new distribution rules for IRA beneficiaries, including the 10-year distribution rule for some; who qualifies for the exception to the 10-year rule; how the beneficiary options changes affect spouse beneficiaries; and increase in the required beginning date (RBD).

  2. Identify and better understand your own preferred communication style; identify strengths, limitations and preferences of four core communication styles we most often encounter; review and appreciate different communication strengths and weaknesses others bring to a relationship; review some proven questions to ask yourself for effectively “adapting” your communication style in retirement counseling interactions; and prepare yourself to build more trust and to reduce relationship tension.

  3. Learn why do most employers deny most employees access to America’s most valuable benefits tax preference?; HSA Chicken or 401(k) Nest Egg: Which Comes First?; and HSAs are capable of “Quadruple Duty” – offering value for the rest of your life, and beyond.

1 hr CRC® Only Continuing Education Credit Reporting

After passing exam, reporting for CRC® CE credit is free. After purchase you will receive an email with a token. Please redeem token to take this course. You will receive another email explaining where to enter your CRC® ID.  

Developed by: International Foundation for Retirement Education (InFRE)

Designed for: Advisors and Retirement Counselors

Retirement Resource Center Risk Free Guarantee

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.


InFRE's 2020 1st Qtr Issue of Retirement Insight and Trends - 1 hr CRC® Only CE Credit


Members Only