The Retirement Resource Center brings you high-quality retirement education programs by leading experts to help advisors, consumers and employees make informed retirement decisions.

Thank you for visiting the Retirement Resource Center! 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.

As you visit our site, know that we “hand-select” each speaker and topic with you in mind. We personally vet each speaker based on today’s accepted retirement industry practices, so you receive conflict-free information that you can trust. 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.

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®

Betty Meredith, CFA, CFP®, CRC®

Betty Meredith, CFA, CFP®, CRC®

President and Managing Member, Int’l Retirement Resource Center, LLC

Email customer service

847.686-0440 ext 105

@retirementrectr

Connect with me on LinkedIn!

 

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.

She produces retirement-specific professional development programs for consumers, 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 on demand” 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, served on the CFP Board’s CE & Quality Initiative Workgroup, and is a 20 year, active member of the Society of Actuaries Post-Retirement Needs and Risks Committee.

 

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