Free
​CPE Credits: 4.0 hour
​Subject Area: 4.0 - Specialized Knowledge 
​Instructional Method: Group internet based 
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​Course Description: 
A secure retirement starts with a smart design, and in today’s shifting economic environment, that means rethinking the old rules. The New Retirement Blueprint is a comprehensive course designed for individuals who want to build a modern retirement plan that reflects today’s financial realities.

Many retirees and pre-retirees still rely on outdated models created for a different time—when pensions were widespread, Social Security felt reliable, and lifespans were shorter. But with market volatility, rising tax rates, and longer retirements, a new strategy is needed. This course introduces a fresh, strategic approach to retirement planning that helps you design a resilient income strategy, minimize risks, and prepare for future challenges.

During this session, you’ll explore how to compare traditional vs. modern retirement models, identify hidden risks, and implement proactive tools—like annuities for guaranteed income and LIRPs (Life Insurance Retirement Plans) for tax-advantaged savings—to build a secure foundation. You’ll also learn how to optimize your income through Roth conversions, tax-aware withdrawal planning, and diversified income structures designed to support long-term sustainability.

Whether you're approaching retirement or already navigating it, this course will equip you with a retirement blueprint built to endure today's economic uncertainties and tomorrow’s unknowns..

Learning Objectives:
- Compare traditional retirement planning models with modern, risk-based strategies that address today’s economic and tax realities
-Identify diversified income sources, including annuities and other guaranteed vehicles, that provide stability during market and economic shifts
-Evaluate the suitability of annuities and LIRPs for managing longevity risk and tax exposure
-Assess the timing and potential benefits of Roth conversions and other tax-advantaged strategies
-Determine how to structure a tax-aware retirement income plan that reduces risk and supports long-term sustainability

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