Articles in the October, 2022 Issue:
Some of the topics covered in this issue:
Learn about the depth of the problems of identity theft and scams as they affect seniors; why seniors are so vulnerable; steps that can be taken to protect seniors from becoming victims of scams or identity theft schemes.
Learn work learn real-world examples and counsel for planners and fiduciaries to understand the basis of what cryptocurrency investments are and how they work; understanding the main areas of risk and liability that planners face using cryptocurrency investments, and how to discuss the intricacies and details of various types of cryptocurrencies with clients; how planners can avoid and lessen risks and potential liability when dealing regulators when it comes to cryptocurrency investments.
Identify triggers for late life divorce & challenges that complicate financial security at this stage of life, especially for women; highlight what happens in divorce: dividing property and paying support; illuminate 3 opportunities for you to maximize your client’s divorce outcome; target 5 key takeaways for how you can improve your divorced client’s retirement years.Learn about the various government benefits that are available to persons with developmental disabilities; understand how a child with a developmental disability may be impacted when a parent elects to draw Social Security benefits; learn the strategies used to protect eligibility for various types of government benefits they may rely upon.
1 hr CFP®, CRC® and other CE Credit Reporting
After passing exam, reporting for CFP®, CRC® and other 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 CFPand/or CRC® IDs. You are responsible for reporting all other certifications for CE credit.
Developed by: Retirement Resource Center (RRC)
Designed for: Advisors and Retirement Counselors
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