50+ CE Courses $39 each or
FULL ACCESS to ALL COURSES
$99/90 days or $199/365 days

Kevin S. Seibert, CFP®, CRC®, CEBS

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.

 

Passion/Expertise

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.

 

Position/Experience

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 Seibert - Retirement Planning and Income Management Expert - YouTube clips Kevin Seibert - Retirement Planning and Income Management Expert - YouTube clips View YouTube clips from recent Retirement Resource Center webinars featuring presentations by Kevin Seibert and other leading industry experts.

 


 

Education/Certifications/Awards

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.

 

Publications/Books

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.

 


 

Improving Retirement Readiness for State and Local Government Employees - Kevin Seibert - in the 2nd Qtr 2014 issue of Retirement InSight and Trends Introduction to Managing Retirement Income - Kevin Seibert - 1st Qtr 2015  issue of Retirement InSight and Trends article 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

  1. Retirement income management training and continuing education for professionals

  2. Sales meeting and conference presentations on retirement income

  3. Certified Retirement Counselor® training and education

What customers have said about this product...What attendees of Kevin’s presentations have said

“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.”

 

Retirement Speakers Bureau - Gary Baker, President, US Operation of CANNEX Financial Exchanges 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.

Grid | List (1 to 5 of 5) « Prev | Next »
$ 99 for 90 Days - Full Access Membership - 50+ CE Courses

$ 99 for 90 Days - Full Access Membership - 50+ CE Courses

Receive 90-Days FULL ACCESS to 50+ eligible elearning courses, audio downloads, and live webinars (held during membership) - CFP®, CRC® ASPPA, and PACE CE - no auto-renew, option to upgrade - one low fee!
$99.00
Benchmarking Retirement Readiness in Public Sector Retirement Plans - Kevin Seibert

Benchmarking Retirement Readiness in Public Sector Retirement Plans - Kevin Seibert

1 hr CRC® CE

Gain ideas on how public sector retirement systems can use a holistic approach to helping employees become retirement ready through education, measurement tools and plan design changes that improve retirement savings.

$39.00
InFRE's 2015 1st Qtr Issue of Retirement Insight and Trends

InFRE's 2015 1st Qtr Issue of Retirement Insight and Trends

1 hr CFP®, ASPPA, CLU®, ChFC®, RICP®, CASL and other CE -- The 1st Qtr 2015 free quarterly newsletter has articles by leading retirement experts Seibert, Timmermann, Falk and Nelson.
$0.00
Introduction to Managing Retirement Income for Professionals - PDF Ebook - Seibert

Introduction to Managing Retirement Income for Professionals - PDF Ebook - Seibert

2.5 hrs CRC® CE
How is planning for retirement income different than it was in the past? Learn of the key challenges facing retirees today.
$79.00
Introduction to Managing Retirement Income - Kevin Seibert

Introduction to Managing Retirement Income - Kevin Seibert

1 hr CFP®, CRC®, PACE CE

Help your clients manage their retirement risks and better meet their retirement income needs whether they be for more income, consistency of income, access to wealth, or legacy desires.

$39.00
Grid | List (1 to 5 of 5) « Prev | Next »

-