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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

Retirement: The Final Frontier — Your Client's Last Chance to Get It Right
CIE 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
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Iowa New York Wisconsin
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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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CPC CE Credit Approvals

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

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Enrolled Actuary CE Credit Approvals

This program has been awarded up to: hours of Enrolled Actuary 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 CPC Enrolled Actuary

A Video Teleconference (VTC) produced by the Society of FSP. VTCs are educational programs streamed over the Internet and hosted by local Chapters.

† New York Residents: To receive CE credit you must be present at the live broadcast.

National Broadcast Dates:

May 16, 2012 — 1:00 – 3:10 p.m. ET
May 17, 2012 — 10:00 a.m. – 12:10 pm. ET

*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. The list of Chapters that have purchased this VTC is below. Consult your Chapter about its plans to present this program.

Participating Chapters

Program Overview

Baby boomers' biggest financial fears are outliving their retirement and the inability to live the life style they had planned on. Is a trade-off necessary between longevity and life style? Program moderator Ben Baldwin says no: "It is the ever-replaceable income that makes you rich, not the size of the pile you've accumulated." This teleconference shows how, with proper planning, a solid strategy of when to take income from the pile, and the integration of good Social Security planning, boomers can meet their income needs in retirement. The program is a comprehensive discussion covering virtually all areas of interest that retirement counselors or other advisors might have about this topic. To be sure that all concerns are addressed, participants will be asked to send in questions prior to the live broadcast as a way to ensure that the panel covers everything attendees want to know. Attendees will come away with practical solutions to the real-world problem of sustainable retirement income now facing millions of baby boomers.

By the end of the program attendees will understand:

  • How to address questions about income and longevity in the context of today's troubled economic environment
  • How to develop a strategy that guarantees steady income in retirement
  • How to set up sources of income that supplement each other, offsetting economic developments beyond your client's control
  • The interaction and coordination of various financial instruments to achieve a sustainable income for retirement

Who should attend?

Financial planners, insurance producers, investment advisors, and retirement counselors.

Educational Level

Intermediate

Moderator

Ben G. Baldwin, Jr., CLU, ChFC, CFP®, AEP, is the owner of Baldwin Financial Systems, LLC of Arlington Heights, IL, a registered investment advisory firm specializing in financial education and consulting for corporate and individual clients.

Panel of Experts

Micki Hoesly, CLU, ChFC, MSFS, is the sole proprietor of Capital Resources, specializing in pensions. She is owner and principal of Resource 1, Inc., a Registered Investment Advisory firm offering dynamic asset allocation strategies.
Joseph E. Biloon, CFP®, CMFC, is a partner at The Financial House and specializes in retirement planning and asset allocation strategies.
Marc Silverman, MBA, CLU, ChFC, CFP®, formed Silverman Financial in 1989. He has a diversified client base that includes public corporations, closely held businesses, individuals, trusts and estates. He is a past Chair of the Top of the Table.

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