We provide high-quality retirement education programs to help advisors, consumers and employees make informed retirement decisions.
Thank you for visiting the Retirement Resource Center!
We are a retirement-specific education and training company for individual advisor continuing education (CE), client appreciation events, content marketing professional development programs, internal training, and broker-dealer or association conferences. We have 30 years of experience providing input to the content of over 100 national retirement conferences, including Chairing the Task Force for the 2020 and 2021 National Financial Planning Association Conferences.
As an independent, retirement-specific education resource, we strive to help consumers, employees, public sector retirement systems, advisors and wealth management firms learn how to create retirement security by providing easy access to the insights of dozens of today’s leading experts through over 60 live and on-demand webinars.
Courses are chosen to support our holistic, PLAN-PROTECT-PROVIDE approach to retirement and income planning. Our courses are also approved for professional development and continuing education credit by most financial and retirement designations. Many of our speakers address both consumers/employees and professionals which creates a common language and understanding between them for more productive retirement counseling.
About Betty Meredith, CFA, CFP®, CRC®
Growing up in a blue-collar family where Dad worked seven days a week and ultimately died in an industrial accident on a Sunday morning, I know the challenges the middle market faces in trying to save enough for retirement. However, savings are only part of a secure retirement; key decisions such as when to retire, when to take Social Security, how to choose Medicare plans, whether or not to work part-time to phase into retirement, how to address medical and long-term care costs, whether or not to use home equity in a retirement income plan, how to take withdrawals from tax-deferred savings to minimize taxes and increase asset longevity, how to create additional lifetime income, etc. all affect how long retirement savings will last and one’s quality of retirement.
The bottom line: Our goal is to make the insight and guidance of today’s leading experts cost-effectively available to you through live, rebroadcast and on-demand webinars so consumers can become prepared to work with advisors, and advisors more effectively identify and serve the retirement planning needs of their clients.
On behalf of our staff and speakers, we’re glad you found us, and we look forward to being of service!
Betty Meredith, CFA, CFP®, CRC®, h
Betty Meredith, CFA, CFP®, CRC®, has 30 years’ experience producing application-oriented professional development, content marketing, and consumer education to help advisors, consumers, public sector retirement counselors and plan participants make informed retirement decisions.
As a CFP Board CE Provider, she produces a monthly continuing education, “retirement conference on-demand” webinar series by today’s leading retirement experts for individual advisors and advisor groups, as well as other sponsored content marketing programs for advisors.
She has participated in dozens of studies retirement readiness, income, and risk management for the mid-market. She is one of the principal authors of a series of study guides by the International Foundation for Retirement Education (InFRE) on retirement counseling and managing retirement income. She has also authored three books and dozens of consumer and employee retirement and financial planning education programs for many national financial services organizations and public sector retirement systems.
Previously Betty was the Director of Education & Research for the International Foundation for Retirement Education (InFRE) which confers the Certified Retirement Counselor (CRC) certification She has spoken at or participated in the planning of over 100 national conferences including the Financial Planning Association, and is a 20-year member of the Society of Actuaries Post-Retirement Needs and Risks Committee.