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 for consumers, Retirement Conference on Demand packages, 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 about products and services for wealth management firms, public sector education needs, quantity discounts for print or online courses, live group training or keynote programs from our retirement speakers 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.