Betty Meredith, CFA®, CFP®, CRC®

Betty Meredith, CFA®, CFP®, CRC®
Betty Meredith is the Director of Education & Research for the International Foundation for Retirement Education (InFRE), whose purpose is to increase the retirement readiness of the American worker through professional retirement certification and continuing education.

Betty oversees incorporation of research findings and best practices into InFRE’s retirement certification study, newsletter, and professional continuing education programs in order to help retirement advisors and counselors more effectively meet the retirement preparedness and income management needs of clients and employees.

She is co-author along with Kevin Seibert, Managing Director of InFRE, of the professional education series on Managing Retirement Income. She has also authored three other books and dozens of consumer and employee retirement and financial planning education programs since 1989.

Betty has 28 years experience in financial services, over twenty of those years in employee, client, and professional retirement education with major financial services companies and employers. She is a regular speaker at national conferences for public and private sector employers and financial services firms on retirement education, retirement income management, and retirement readiness. She is a long-time member of the Society of Actuaries multi-disciplinary Post Retirement Needs and Risks committee, the Profit Sharing/401(k) Council of American (PSCA), International Foundation for Employee Benefit Plans (IFEBP), the CFA Institute, the Society of Financial Services Professionals, and other professional associations.
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A New Model for Retirement Education and Counseling Elearning

A New Model for Retirement Education and Counseling Elearning

CRC® & CFP® CE
Explore the state of retirement readiness and how workers' perceptions about their retirement futures don't match their actions, illustrating why current approaches are less effective.
$29.00
A New Model for Retirement Education and Counseling MP3 Audio

A New Model for Retirement Education and Counseling MP3 Audio

CRC® & CFP® CE
Explore the state of retirement readiness and how workers' perceptions about their retirement futures don't match their actions, illustrating why current approaches are less effective.
$12.95
A New Model for Retirement Education and Counseling MP3 & Handout

A New Model for Retirement Education and Counseling MP3 & Handout

CRC® & CFP® CE
Explore the state of retirement readiness and how workers' perceptions about their retirement futures don't match their actions, illustrating why current approaches are less effective.
$18.95
Client "Managing Your Retirement Income" and Professional Guide to Managing Retirement Income Combination

Client "Managing Your Retirement Income" and Professional Guide to Managing Retirement Income Combination

Best value package per presenter: Includes the Basic Investment Package above, plus the Professional's Guide to Managing Retirement Income
$1,025.00
Client "Managing Your Retirement Income" Educational Marketing Workshop

Client "Managing Your Retirement Income" Educational Marketing Workshop

Increase your clients’ and prospects’ confidence in, trust of, and respect for your services by providing objective, application-oriented education for making informed retirement income decisions.
$995.00
Client "Managing Your Retirement Income" Educational Marketing Workshop Annual License Renewal

Client "Managing Your Retirement Income" Educational Marketing Workshop Annual License Renewal

Renew your Client "Managing Your Retirement Income" Educational Marketing Workshop annual license!
$225.00
Client Retirement Income Planning Worksheets

Client Retirement Income Planning Worksheets

Need client income planning worksheets that help you gather, reposition and retain retirement assets? These FINRA-reviewed worksheets provide a proven process to productively identify and document suitable solutions that meet your clients’ needs.
$12.95
Client Retirement Income Planning Worksheets - 25 pak

Client Retirement Income Planning Worksheets - 25 pak

Need client income planning worksheets that help you gather, reposition and retain retirement assets? These FINRA-reviewed worksheets provide a proven process to productively identify and document suitable solutions that meet your clients’ needs.
$125.00
Client Retirement Income Planning Workshop Workbooks - 25 pak

Client Retirement Income Planning Workshop Workbooks - 25 pak

Do you need more of the popular four-color FINRA reviewed Client Retirement Income Planning Workshop Workbooks? Packaged sets of 25 Workbooks are available here.
$225.00
Controlling Your Financial Future: How to Increase Your Wealth, Decrease Your Debt, and Manage Your Cash Flow Elearning

Controlling Your Financial Future: How to Increase Your Wealth, Decrease Your Debt, and Manage Your Cash Flow Elearning

If you're in your early to mid career and want to build a solid financial foundation, this course is for you! You'll calculate your net worth, set meaningful goals, learn how to reduce debt, create a spending plan (budget), and more.
$29.00
Controlling Your Financial Future: How to Increase Your Wealth, Decrease Your Debt, and Manage Your Cash Flow MP3

Controlling Your Financial Future: How to Increase Your Wealth, Decrease Your Debt, and Manage Your Cash Flow MP3

If you're in your early to mid career and want to build a solid financial foundation, this course is for you! You’ll calculate your net worth, set meaningful goals, learn how to reduce debt, create a spending plan (budget), and more!
$9.95
Controlling Your Financial Future: How to Increase Your Wealth, Decrease Your Debt, and Manage Your Cash Flow PDF Download

Controlling Your Financial Future: How to Increase Your Wealth, Decrease Your Debt, and Manage Your Cash Flow PDF Download

If you're in your early to mid career and want to build a solid financial foundation, this course is for you! You’ll calculate your net worth, set meaningful goals, learn how to reduce debt, create a spending plan (budget), and more.
$9.95
Controlling Your Financial Future: How to Increase Your Wealth, Decrease Your Debt, and Manage Your Cash Flow Print

Controlling Your Financial Future: How to Increase Your Wealth, Decrease Your Debt, and Manage Your Cash Flow Print

If you're in your early- to mid-career and want to build a solid financial foundation, this course is for you! You’ll calculate your net worth, set meaningful goals, learn how to reduce debt, create a spending plan (budget), and more!
$12.95
Employee "Controlling Your Financial Future: How to Increase Your Wealth, Decrease Your Debt, and Manage Your Cash Flow" live workshop license

Employee "Controlling Your Financial Future: How to Increase Your Wealth, Decrease Your Debt, and Manage Your Cash Flow" live workshop license

Designed for the employer market, you'll teach the basic financial management skills employees need to productively and confidently reach their financial and values-based goals, reduce debt and dig up dollars for retirement.
$795.00
Employee "Controlling Your Financial Future: How to Increase Your Wealth, Decrease Your Debt, and Manage Your Cash Flow" Workshop Annual License Renewal

Employee "Controlling Your Financial Future: How to Increase Your Wealth, Decrease Your Debt, and Manage Your Cash Flow" Workshop Annual License Renewal

Renew your Employee "Controlling Your Financial Future: How to Increase Your Wealth, Decrease Your Debt, and Manage Your Cash Flow" Workshop annual license!
$225.00
Employee "Controlling Your Financial Future" Workshop Workbooks - 25 pak

Employee "Controlling Your Financial Future" Workshop Workbooks - 25 pak

Have you already licensed the Controlling Your Financial Future Workshop and need more workbooks? Packaged sets of 25 are available. You save when you buy more than one!
$225.00
Employee "What You Need to Know About Managing Your Retirement Income" Live Workshop License

Employee "What You Need to Know About Managing Your Retirement Income" Live Workshop License

Designed for the employer market, you'll teach participants what they need to know to make informed decisions about when to retire, when to take Social Security, and their options taking distributions from their retirement savings.
$795.00
Employee "What You Need to Know About Managing Your Retirement Income" Workshop Annual License Renewal

Employee "What You Need to Know About Managing Your Retirement Income" Workshop Annual License Renewal

Renew your Employee "What You Need to Know About Managing Your Retirement Income" Workshop annual license!
$225.00
Employee "What You Need to Know About Managing Your Retirement Income" Workshop Workbooks - 25 pak

Employee "What You Need to Know About Managing Your Retirement Income" Workshop Workbooks - 25 pak

Have you already licensed the What Your Need to Know About Retirement Income employee workshop and need more workbooks? Packaged sets of 25 are available. You save when you buy more than one!
$225.00
Finding the Right Financial and Legal Advisors for You

Finding the Right Financial and Legal Advisors for You

This valuable, 100-page tool provides worksheets and scripts to help you ask the right questions using a step-by-step process for choosing qualified financial and legal advisors with greater confidence, knowledge and peace of mind.
$10.95
FREE Demo Client Retirement Income Planning Worksheets

FREE Demo Client Retirement Income Planning Worksheets

Need more client retirement income planning worksheets? These FINRA reviewed booklets provide a process for guiding clients in making informed retirement income decisions.
$0.00
FREE Demo Client Retirement Income Planning Workshop Workbooks

FREE Demo Client Retirement Income Planning Workshop Workbooks

Free demo of four-color Client Retirement Income Planning Workshop Workbooks (FINRA reviewed).
$0.00
Free Demo - Controlling Your Financial Future: How to Increase Your Wealth, Decrease Your Debt, and Manage Your Cash Flow

Free Demo - Controlling Your Financial Future: How to Increase Your Wealth, Decrease Your Debt, and Manage Your Cash Flow

If you're in your early to mid career and want to build a solid financial foundation, this course is for you! You’ll calculate your net worth, set meaningful goals, learn how to reduce debt, create a spending plan (budget), and more!
$0.00
FREE Demo Finding the Right Financial and Legal Advisors for You

FREE Demo Finding the Right Financial and Legal Advisors for You

This valuable, 100-page tool helps you ask the right questions, find the right advisor and reveals a step-by-step program to make your decision-making and selection worry-free.
$0.00
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