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CE Resources

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"FSP webinars have tremendous value for financial professionals. There is a wide array of interesting topics to choose from, and the ability to assemble a group of individuals lets you extend and amplify the value of the program. When supporting material is provided, such as articles, web sites, etc., attendees can continue the dialogue when the program ends."

Laurene B. Prevette, RHU, LUTCF
FSP Board of Directors, 2011-2012

VTC: Income, Income, Income…For Today's Retirees: Where Will It Come From? How Long Will It Last?
CIE State CE Credit Approvals
State CE Credits State CE Credits State CE Credits
Alabama Kentucky North Dakota
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California Massachussetts Pennsylvania
Colorado Michigan Rhode Island
Connecticut Minnesota South Carolina
DC Mississippi South Dakota
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CLE State CE Credit Approvals
State CE Credits State CE Credits State CE Credits
Alabama Kentucky North Dakota
Alaska Louisiana Ohio
Arizona Maine Oklahoma
Arkansas Maryland Oregon
California Massachussetts Pennsylvania
Colorado Michigan Rhode Island
Connecticut Minnesota South Carolina
DC Mississippi South Dakota
Delaware Missouri Tennessee
Florida Montana Texas
Georgia Nebraska Utah
Hawaii Nevada Vermont
Idaho New Hampshire Virginia
Illinois New Jersey Washington
Indiana New Mexico West Virginia
Iowa New York Wisconsin
Kansas North Carolina Wyoming

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CPE CE Credit Approvals

The recommended number of CPE credit hours is:

The Society of Financial Service Professionals is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.

The Society offers programs at intermediate to advanced levels of continuing professional education. Although no pre-requisite course or advanced preparation is needed to participate in any program, knowledge of, or experience in, the program topic is required.

The Society's Refund Policy states that a refund may be given in most circumstances, less a $50 service fee. For more information regarding administrative policies on complaints and refunds, please contact our office at (800) 392-6900.

The following State Boards of Accountancy will accept CPE credit from National Registry Sponsors:

Alabama
Alaska
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida 		Georgia
Guam
Hawaii
Idaho
Iowa
Illinois
Indiana
Kansas
Kentucky 		Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
North Carolina
North Dakota
Mississippi 		Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina 		North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Puerto Rico
Rhode Island
South Carolina 		South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
West Virginia
Wyoming

There are no formal registration requirements for course providers in the balance of the states.

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CFP CE Credit Approvals

This program has been awarded up to: hours of CFP credit.

"The marks CFP and Certified Financial Planner are owned by the Certified Financial Planner Board of Standards, Inc."

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PACE CE Credit Approvals

This program has been awarded up to: hours of PACE credit.

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ICB CE Credit Approvals
Title CE Credits Title CE Credits
CCTS: CRSP:
CISP: TAX:
CTFA: FP:

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CE Credits [For National Showings]
ICB CFP CIE CLE CPE PACE

A Video Teleconference produced by the Society of Financial Service Professionals for Chapter Use

View video clips of the program

National Broadcast Dates:

February 17, 2010 – 1:00 – 3:15 p.m. (Eastern)
February 18, 2010 – 9:00 – 11:15 am (Eastern)

*Chapters can offer programs on national broadcast dates or a date of their own choosing. Each Chapter also determines the cost and location for its program. Consult your Chapter about its plans to present this program.

Program Overview

This program is a discussion of the income needs of retirees: the sources of that income; how to arrange those sources to offset changes in health and other variables; what amount will be sufficient to support a desired life style; and how to sustain that income through a long retirement. Panelists will create an investment strategy that addresses these concerns and apply that strategy to a series of situations based on a hypothetical client who has sufficient life insurance for estate purposes, will live a minimum of 30 years after retirement, and already owns long term care coverage. The only issue left is income. Discussion will center on the interaction of such factors as Social Security benefits, retirement plans, IRAs, Roth conversion opportunities, pensions, annuities, etc. With an emphasis on income, the program will be of particular interest to these Professional Interest Sections: Investment Management, Retirement Counseling, Financial Planning, and Qualified Plans, as well as to anyone who advises clients on retirement issues.

By the end of the program you will understand:

  • The concerns of retirees about income and longevity in light of today's economic conditions
  • How to develop a strategy to sustain income in retirement that will provide a good quality of life for your client
  • How to align income sources to offset economic and other changes beyond your client's control
  • The interaction of Social Security, annuities, IRAs, Roth conversions, and other factors that affect retirement income

Who should attend?

Financial planners, insurance producers, investment advisors, retirement counselors, estate planners, and other financial professionals who are looking for strategies on how to stay productive.

Moderator
Ben Baldwin, Jr., MSFS, MSM, CLU, ChFC, CFP®, AEP, is president and owner of Baldwin Financial Systems, Inc., Arlington Heights, Ill., a registered investment advisory firm specializing in financial education and consulting for corporate and individual clients
 

Panel of Experts
Terry Altman, CLU, CFP®, ChFC, LIC, Terry now operates Altman Financial LLC as an insurance-based financial planner, serving individual and corporate clients and operating with several strategic alliances with financial planning firms and marketing organizations. He travels extensively, speaking on risk-management-related topics within the financial planning field.
David G. Freitag, CLU, ChFC, CRPC is vice president of marketing for the Impact Technologies Group. He has helped develop software practice management tools for retirement income planning, estate planning, risk management and needs analysis and conducted seminars from Singapore to the United Kingdom on the Tricks, Tips and Traps of Using Technology in the sales cycle.
Dale A. Vetter, ChFC, MSFS, CLU, AEP, is president of Vetter & Associates, a comprehensive fee-only financial planning firm in Willingboro, NJ.

Questions?

If you have a problem contacting your local chapter, call 800-392-6900 (M-F, 9 a.m.- 4:30 p.m. ET ) or contact us via e-mail at Info@FinancialPro.org