Kevin S. Seibert, CFP®, CRC®, CEBS

Kevin S. Seibert, CFP®, CRC®, CEBS
Kevin Seibert joined the International Foundation for Retirement Education (InFRE) in 2003 and now serves as Managing Director. He has almost 30 years experience in retirement benefits, financial planning, and financial education. Kevin is co-author along with Betty Meredith, Director of Education and Research for InFRE, of a series of the Managing Retirement Income professional education courses presented to more than 12,000 advisors and Certified Retirement Counselors® since 2004.

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 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. 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.
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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
Introduction to Managing Retirement Income Elearning

Introduction to Managing Retirement Income Elearning

*1.5 hours of CRC® and 1.0 CFP® CE*

How is planning for retirement income different than it was in the past? Learn of the key challenges retirees facing today.

$29.00
Introduction to Managing Retirement Income for Professionals  PDF Ebook

Introduction to Managing Retirement Income for Professionals PDF Ebook

How is planning for retirement income different than it was in the past? What do pre-retirees need to be aware of before they retire from their job, take Social Security or their pension? Learn of the key challenges facing retirees today.
$79.00
Introduction to Managing Retirement Income Live Workshop

Introduction to Managing Retirement Income Live Workshop

Perfect for regional sales meetings, this 1 hour overview shows advisors and staff how distribution planning differs from accumulation planning because of the challenges and risks of managing income over a period of uncertain length and expense.
$4,000.00
Introduction to Managing Retirement Income MP3 Audio

Introduction to Managing Retirement Income MP3 Audio

*1.5 hours of CRC® and 1.0 CFP® CE*

How is planning for retirement income different than it was in the past? Learn of the key challenges retirees facing today.

$12.95
Introduction to Managing Retirement Income MP3 & Handout

Introduction to Managing Retirement Income MP3 & Handout

*1.5 hours of CRC® and 1.0 CFP® CE*

How is planning for retirement income different than it was in the past? Learn of the key challenges retirees facing today.

$18.95
Introduction to Managing Retirement Income Workshop License

Introduction to Managing Retirement Income Workshop License

Need to hit the ground running to train hundreds of advisors/support staff or new hires on an approach to managing retirement income? Includes one day train the trainer; requires annual renewal (~30%).
$10,000.00
Retirement Professional's Guide to Managing Retirement Income Package

Retirement Professional's Guide to Managing Retirement Income Package

CRC®, CFP®, & State Insurance CE

Looking for the most in-depth, authoritative professional resource available on retirement income? Get our flagship course in this print and elearning combination at a $29 savings!

$149.00
Retirement Professional's Guide to Managing Retirement Income Print Book

Retirement Professional's Guide to Managing Retirement Income Print Book

CRC®, CFP® & State Insurance CE

Looking for an approach to managing retirement income for the mid-market? The print version of InFRE's flagship live workshop covers practical strategies and tools for distribution planning.

$99.00
Strategies for Managing Retirement Income (4 hour) Workshop License

Strategies for Managing Retirement Income (4 hour) Workshop License

Experienced by over 15,000 advisors since 2004, our flagship program teaches a six-step holistic approach for retirement distribution planning. Purchase the 4 hour licensing option for in-house course delivery.
$15,000.00
Strategies for Managing Retirement Income Elearning

Strategies for Managing Retirement Income Elearning

Do you learn best by hearing AND seeing new information? Learn the key issues for providing important guidance to help clients and prospects make more informed retirement income planning decisions at your own pace with this 3.5 hour elearning course.
$79.00
Strategies for Managing Retirement Income Live Workshop

Strategies for Managing Retirement Income Live Workshop

Do you have a group of professionals who would benefit their clients and grow their business by learning the key strategies for managing retirement income? Save by holding this 4 hour course for up to 50 people!
$6,000.00
Strategies for Managing Retirement Income MP3 Audio

Strategies for Managing Retirement Income MP3 Audio

Learn key issues for providing important guidance to help clients and prospects make more informed retirement income decisions by listening to the MP3 download version of this popular course.
$29.00
Strategies for Managing Retirement Income Two-Disc Audio CD

Strategies for Managing Retirement Income Two-Disc Audio CD

Learn key issues for providing important guidance to help clients and prospects make more informed retirement income decisions by listening to this two-disk CD audio version of our popular elearning course.
$39.00 $29.00
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