The stage is set for an explosion in the need for qualified retirement advice.
Our goal is to help you productively and profitably increase the retirement preparedness of your mass affluent and middle-mass retail clients and employer-sponsored retirement plan members.
We are dedicated to providing financial advisors, retirement counselors, consumers and employees with the professional development, continuing education and tools you need to help you build your retirement income management and readiness expertise. We offer you resources that will educate you as a professional seeking specialized retirement education and as a consumer seeking trustworthy retirement information.
The Int’l Retirement Resource Center, LLC was founded in 2005.
We are committed to providing professional retirement education, continuing education and training resources for financial services firms, retirement professionals, and employers desiring to provide solutions that focus not only on the accumulation of wealth, but also the mitigation of retirement risk, retirement income management, and maintaining retirement quality of life.
We are a CFP Board CE Quality Partner and distributor of International Foundation for Retirement Education (InFRE) Certified Retirement Counselor® (CRC®) certification study materials and other best-in-the-industry professional education resources, including products supported by the National Pension Education Association, and the National Association of Government Defined Contribution Administrators (NAGDCA).
We have the virtual toolbox for committed retirement professionals.
Whether you are seeking retirement-specific knowledge for professional development, or to fulfill CFP®, CRC®, CRPC®, ASPPA, CLU®, ChFC®, RICP®, CASL and other Continuing Education (CE) Credits, we have courses for you. Our professional development programs are specifically designed for:
- Financial and retirement advisors
- Bank advisors, licensed bankers, branch managers and tellers
- Call center, home office and support staff
If you are seeking public sector-specific turnkey professional development retirement education resources, then our public sector employer and retirement plan administrator courses and educational workshops are perfect for you:
- employee benefit professionals
- public and private sector plan trustees, board members and
- public plan administrators.>
Our consumer and employee programs are designed for middle mass and mass affluent households to help them understand how to make informed decisions about becoming retirement ready, retirement planning and retirement income management.
We are committed to ensuring that all Americans have the opportunity to receive the qualified counseling needed to make informed retirement planning decisions through increasing the knowledge and competency of their advisors. For us, that’s what it’s all about, and why we are passionate about what we do.
We are happy to be of service. Please review the following to help you reach the right person regarding your request.
For general customer service, refunds, and professional continuing education credit questions, please contact by email, or call Kathy Snell, Customer Service, at 847.686-0440 ext 105.
For information regarding public sector education needs, quantity discounts for print or online courses, live group training or keynote programs, or meeting other group training needs, please contact Betty Meredith, CFA, CFP®, CRC®, at 847-686-0440 ext.102.
If you wish to contact us by snail mail, our address is 3000 Green Rd., Box 130857, Ann Arbor, MI 48113.
Betty Meredith, CFA, CFP®, CRC®
President and Managing Member, Int'l Retirement Resource Center, LLC
She produces retirement-specific professional development programs for advisors and support staff by today’s leading retirement thought leaders, training for public sector retirement system systems migrating to hybrid plan designs, and content marketing/social media sponsorship solutions that help firms and advisors meet the DOL’s fiduciary duty of care.
As a CFP Board CE Quality Provider, she produces a monthly continuing education, “retirement conference at your desk” webinar series by today’s leading retirement experts for individual advisors and advisor groups, as well as other content marketing sponsorship programs.
She is a Financial Planning Association (FPA) Retirement Knowledge Circle host, and a member of the CFP Board’s CE & Quality Initiative Workgroup. She is a 20 year, active member of the Society of Actuaries Post-Retirement Needs and Risks Committee.