Kevin S. Seibert, CFP®, CRC®, CEBS
Kevin S. Seibert, CFP®, CRC®, CEBS is a professional development trainer in retirement planning and retirement income management for advisors serious about working with the mid-market.
Kevin has more than 30 years experience in retirement benefits, financial planning, and financial education. He is considered a leading expert on retirement income management, presenting at dozens of conferences and quoted in Investment News, Financial Planning Magazine, the Retirement Income Journal, and other financial publications.
Kevin Seibert joined the International Foundation for Retirement Education (InFRE) in 2003 and now serves as Managing Director. InFRE is the non-profit which confers the Certified Retirement Counselor® (CRC®) certification, a must-have for advisors who want to serve the retirement planning, risk and income management needs of the mid-market.
Prior to InFRE, Kevin was co-founder of Balance Financial Services, a Chicago area financial planning and consulting firm. Before founding Balance in 1988, he was a consultant for William M. Mercer, Inc. and was responsible for the implementation of compensation and employer provided benefit plans. Kevin was also Director of Marketing for a New Jersey based company specializing in the development and distribution of defined contribution and financial planning programs.
Kevin is a Certified Financial Planner® (CFP®), a Certified Employee Benefits Specialist (CEBS), and a Certified Retirement Counselor (CRC®).
Kevin Seibert earned his MBA in finance from the University of Wisconsin and received his undergraduate degree in finance from Miami University of Ohio. Serving as Treasurer and Executive Board member for the Greater Chicago Chapter of the International Society of Retirement Planners, Kevin played an active role in providing on-going retirement planning education to professional and employer members of this organization.
Kevin Seibert is co-author along with Betty Meredith, Director of Education and Research for InFRE, of a series of professional education courses on managing retirement income received by more than 15,000 advisors and retirement counselors since 2004 in live, print, elearning and audio formats.
Click on the icons to the right to read summary transcript articles of presentations by Kevin Seibert included in recent issues of Retirement InSight and Trends.
Most Requested Presentations
Retirement income management training and continuing education for professionals
Sales meeting and conference presentations on retirement income
Certified Retirement Counselor® training and education
“Kevin is an outstanding presenter. He made the topic both interesting and easy to follow and understand. The points were presented in a most logical order and built upon one another to present a complete picture of issues facing public sector employees.”
“This presentation contained pertinent and realistic information.”
Kevin S. Seibert, CFP®, CRC®, CEBS – Retirement Planning and Income Management Expert, is available to do presentations on a variety of topics for your retirement professional development or consumer events.
Please visit the Retirement Speakers Bureau to find out how you can request this or other leading industry experts to speak at your next meeting, conference, or other event.