Retirement Management Forum: Part 1

Format: On-Demand Recordings
Track: Retirement
Premier CE: 4 credits, including 2 tax & regulation credits, for CIMA®, CPWA®, and RMA® certifications
Cost: $295, or discounted with Signature or Elite Benefits

Clients of all ages are looking for expertise in retirement planning, especially when it comes to holistic, multidisciplinary planning for an entire household. An advisor can add more value by improving communication, trust, and investment outcomes.

Read the full description below.


$221.25 with Signature benefits
$0 with Elite benefits - Visit the Online Catalog


Note: The recordings in this bundle are alternatively available as individual, one-hour on-demand sessions. 

Signature & Elite Members: The individual recordings may be available to you at no charge (conditions apply for Signature members). To gain premier membership access to these free one-hour recordings, go to your Online Catalog.


Learners must watch the program in its entirety to earn continuing education (CE) credit. The following entities have accepted it for CE credit:

Investments & Wealth Institute®

  • 4 hours of CE credit, including 2 tax & regulations credits, for CIMA®, CPWA®, and RMA® certifications
  • Audit-proof, Premier CE
  • Automatically uploaded to your certification record(s) upon completion of the full program (may take up to 24 hours to be reflected)

One year from the date purchased


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Retirement Mangement Forum: Part 1

Clients of all ages are looking for expertise in retirement planning, especially when it comes to holistic, multidisciplinary planning for an entire household. As clients shift from an accumulation of assets to decumulation, their needs and mindset change significantly. An advisor can add more value by improving communication, trust, and investment outcomes. Whether you’re part of the Institute’s Retirement Management Advisor® (RMA®) program, or simply looking for a better way to support your retirement clients, these are the on-demand recordings for you. 

Included Sessions

Presented by Jeffrey Levine

On December 20, 2019, President Donald Trump signed into law the Setting Every Community Up for Retirement Enhancement (SECURE) Act, ushering in the most significant direct changes to the laws for retirement accounts since the Pension Protection Act of 2006. The ‘headline’ from the SECURE Act is its changes to the ‘stretch’ rules for designated beneficiaries, but that’s far from the only change that will impact advisors and their clients. The SECURE Act also changes the starting age for RMDs, eliminates the age limit for Traditional IRA contributions, creates a new exception to the 10% early distribution penalty, eliminates burdensome rules that prevented wider-spread adoption of MEPSs, reversed changes to the so-called “Kiddie Tax” made by the Tax Cuts and Jobs Act, and much more! In this session, attendees will learn about each of the major changes made by the SECURE Act, exploring both the new challenges, and planning opportunities, it creates.

Presented by Dana Anspach

How do you make sure a client's portfolio can deliver reliable retirement paychecks as they transition into retirement? Asset-liability matching is one way to do it. It's a process that's been used by pension plans for years, where they match investments to the point in time where they will need to be consumed. In this presentation you'll see why clients love this approach and how to apply it to your portfolios.

Presented by Marcia Mantell

Social Security plays an integral role for those already in or preparing for retirement. Can you answer all of your clients’ questions about this important benefit program? Discover the essential elements, rules and regulations, eligibility requirements, available benefits, taxation issues, employee and spousal requirements (current and ex-spouses), and more with one of the nation’s leading subject matter experts on retirement.

Presented by Steve Siegel

2020 is presenting unique challenges and opportunities for advisers to consider important tax and estate planning issues. Despite the terrible news we see daily, 2020 also presents a “perfect storm” for planning opportunities for many of our clients. The decline of stock market values, the provisions of the 2020 CARES Act, the historic low interest rates, the changes in retirement plan distributions wrought by the 2019 SECURE Act, and the political risk of the looming 2020 election, all create an opportunity and an urgency for planning decisions. This program will address what can be done in the difficult months ahead.

Featured Speakers

Jeffrey Levine

Jeffrey Levine, CPA/PFS, CFP®, AIF, CWS, MSA
Lead Financial Planning Nerd at, CEO and Director of Advanced Planning for Buckingham Wealth Partners

Jeffrey Levine is the Lead Financial Planning Nerd for, a leading online resource for financial planning professionals, and also serves as the Director of Advanced Planning for Buckingham Wealth Partners. In 2020, Jeffrey was named to Investment Advisor Magazine’s IA25, as one of the top 25 voices to turn to during uncertain times. Also in 2020, Jeffrey was named by Financial Advisor Magazine as a Young Advisor to Watch.

Jeffrey is a recipient of the Standing Ovation award, presented by the AICPA Financial Planning Division for “exemplary professional achievement in personal financial planning services.” He was also named to the 2017 class of 40 Under 40 by InvestmentNews, which recognizes “accomplishment, contribution to the financial advice industry, leadership and promise for the future.” Jeffrey is the Creator and Program Leader for Savvy IRA Planning®, as well as the Co-Creator and Co-Program Leader for Savvy Tax Planning®, both offered through Horsesmouth, LLC. He is a regular contributor to, as well as numerous industry publications, and is regularly sought after by journalists for his insights.

Dana Anspach

Dana Anspach, CFP®, RMA®
Founder and Chief Executive Officer of Sensible Money, LLC.

Dana founded her fee-only registered investment advisory firm with the goal of providing the type of planning needed to align her clients’ finances for their transition out of the workforce. She is the author of Control Your Retirement Destiny and Social Security Sense. She earned a BS from the University of Florida.

Marcia Mantell

Marcia Mantell, RMA®, NSSA®
President, Mantell Retirement Consulting Inc.

Marcia Mantell is the president of Mantell Retirement Consulting, Inc. She has 30 years of industry experience, partnering with the country's foremost financial services firms and advisors. She helps them increase their knowledge of complex retirement concepts and regulations, Social Security and Medicare, then translates those concepts into everyday language that educates and motivates real people to take the right steps to achieve the retirement they desire. She is the author of two books, What’s the Deal With® … Retirement Planning for Women?, and What’s the Deal With® … Social Security for Women? and blogs at She contributes to such e-publications as Advisor Magazine and Retirement Daily and is frequently quoted in the press. She earned a BA from the University of Rochester.

Steve Siegel

Steve Siegel, JD
President, The Siegel Group

Steve Siegel is president of The Siegel Group, a Morristown, New Jersey-based national consulting firm specializing in tax consulting, estate planning and advising family business owners and entrepreneurs. Mr. Siegel is the author of several books, including: The Grantor Trust Answer Book; CPA’s Guide to Financial and Estate Planning, and Federal Fiduciary Income Taxation. He presently serves as an adjunct professor of law in the Graduate Tax Program of the University of Alabama and has served as an adjunct professor of law at Seton Hall and Rutgers University law schools. He earned a B.S., Georgetown University, J.D., Harvard Law School, and an LL.M. in taxation, New York University.