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The Stage is Set for Serving the Mid-Market - Betty Meredith

1 hr CFP®, CRC®, PACE CE

Gain a better understanding and awareness of the needs, research insights, planning approaches, retirement products, federal regulations that set the stage for serving the needs of this market.


Overall Rating:   4.6 / 5

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Retail:  $39.00      
$39.00

You receive all available formats!                  
           Elearning courses           MP3 Audio Download and PDF handout
Online elearning & MP3 Audio Download
Presenter:
Betty Meredith, CFA, CFP®, CRC® – Advocate for Retirement Security of the Mid-Market Betty Meredith, CFA, CFP®, CRC®, Advocate for Retirement Security of the Mid-Market, and Nathan Harness, PhD, CFP®        

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About this course:

Retirement savings in IRA accounts exceeded those in employer-sponsored defined contribution plans in 2007.

 

This means more people than ever now need help making informed retirement decisions (versus just 401k/457/403b investing decisions).

 

New technology, planning methodologies, retirement products and federal regulations have set the stage for retirement professionals who are passionate about serving the needs of this market. Learn what professionals are doing now, how our industry is changing, and where it still needs to go to improve the retirement security of the middle market.

 

In this session, you’ll learn about: Betty Meredith, CFA, CFP®, CRC® – Advocate for Retirement Security of the Mid-Market

  1. New applied research to help us work smarter with this market

  2. New strategies for optimizing all their retirement resources (not just managed assets)

  3. New federal regulations designed to remove roadblocks for retirement planning in the workplace

  4. New products for retirement risk management

  5. Managing healthcare costs

  6. Approaches retirement professionals use today to serve the needs of the mid-market

  7. The state of best practices and retirement software

Your instructors for this live professional development webinar are:

Betty Meredith, CFA, CFP®, CRC®, Int'l Retirement Resource Center Managing Member and InFRE's Director of Education and Research; and Nathan Harness, PhD, CFP®, Assistant Professor of Finance Texas A&M University - Commerce.

 

Retirement Speakers Bureau

Moderator: Betty Meredith, CFA, CFP®, CRC®, Int'l Retirement Resource Center Managing Member and InFRE's Director of Education and Research

 

Please visit the Retirement Speakers Bureau to find out how you can request these presenters and other industry leaders to speak at your next meeting, conference, or other event.

 

View a brief YouTube clip of this and other courses:
The Stage is Set for Serving the Mid-Market - Meredith and Harness  - YouTube clip
Visit Retirement Insight & Trends for articles by leading industry experts:
The Stage is Set for Serving the Mid-Market - Meredith and Harness  - Retirement InSight and Trends article

Your satisfaction guaranteed: We know that you will be pleased with your purchase of this product. If, however, you are not completely satisfied with these courses, see our refund policy.

Specifications: 60 minute elearning course
SKU: 03IRRCServMidMarketElearn13
Knowledge Level: 2 - Overview

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