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InFRE's 2020 2nd Qtr Issue of Retirement Insight and Trends - 1 hr CRC® Only CE Credit

The July 2020 free quarterly newsletter features articles on Investing, Long Term Care and Communication.

Joseph TabersCarroll Golden

Articles in the 2nd Quarter - July 2020 Issue:

  • Everything You Need to Know About … Investing  by Michael Falk, CFA, CRC®, Focus Financial Consulting
  • Building a Generational Practice with Extended and Long Term Care by Carroll Golden, CLU, ChFC, CLTC, CASL, LECP, FLMI, Executive Director, Limited and Extended Care Planning Center (LECP Center) for the National Association of Insurance and Financial Advisors
  • Effective One-to-One Communication for Advisors and Retirement Counselors by Joseph Tabers, CSP, President of Productive Training Services, Inc.

Some of the topics covered in this issue:

  1. Gain respect for how just four key concepts impact success; learn how situational choice architecture(s) drive success; and discover how the tacking in sailing relates to investing. 

  2. Learn about caregiving as a lifespan generational issue; discover how planning for extended or long term care needs leads to becoming a Generational Advisor; gain insight into how different formats, insurances, and technologies create opportunity for Generational Advisors; and delve into the practical preparations to formulate extended and long term caregiving plans.

  3. Explore ingredients of successful communication and identify barriers that break down communication; discover helpful effective listening approaches to practice; enhance your outbound communication approach to invite greater understanding and cooperation from others; and discover tips and templates for more effective two-way communication and validation.

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 2nd Qtr Issue of Retirement Insight and Trends - 1 hr CRC® Only CE Credit


Members Only