Course overview

Modern Retirement Planning For IAR's

6 Hour Required Products & Practices CE

Course #: C27936
Offered by CE Professor, Inc.
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The Course

Retirement today is longer, more expensive, and more complex than ever. This 6-hour CE course prepares Investment Advisor Representatives to tackle modern challenges—rising healthcare costs, longevity risk, tax efficiency, family obligations, and evolving client expectations.

Through real case studies, practical tools, and current law updates (like the SECURE Act), advisors will sharpen their approach to income planning, long-term care, investment strategies, technology integration, and ethical decision-making.

Advisors will walk away with strategies that are both financially sound and deeply aligned with client goals.