Kevin S. Seibert, CFP®, CRC®, CEBS - Retirement Planning and Income Management Expert

Kevin S. Seibert, CFP®, CRC®, CEBS – Retirement Planning and Income Management Expert

Kevin S. Seibert, CFP®, CRC®, CEBS – Retirement Planning and Income Management Expert

Kevin S. Seibert, CFP®, CRC®, CEBS, is Managing Director, International Foundation for Retirement Education (InFRE).

Kevin S. Seibert, CFP®, CRC®, CEBS is a professional development trainer in retirement planning and retirement income management for advisors serious about working with the mid-market.

Kevin has more than 30 years experience in retirement benefits, financial planning, and financial education. 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.

Kevin joined the International Foundation for Retirement Education (InFRE) in 2003 and now serves as Managing Director. InFRE is the non-profit which confers the Certified Retirement Counselor® (CRC®) certification, a must-have for advisors who want to serve the retirement planning, risk and income management needs of the mid-market.

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.

Retirement Resource Center Professional Development CE Memberships

Presentations by Kevin Seibert

The Retirement Resource Center is recognized as a CFP Board CE Quality Partner, identified for providing quality CE credit programs for CFP® professionals. The following courses by Kevin Seibert are part of more than sixty courses we offer for retirement financial professional development. Each course is $29 singly, or you may have access to all courses when you become a member.

Retirement Resource Center webinar courses available from Kevin Seibert:

Introduction to Managing Retirement Income – Kevin Seibert

Introduction to Managing Retirement Income – Kevin Seibert

Introduction to Managing Retirement Income – Kevin Seibert

There are 78 million reasons driving the need for a tremendous increase in the number of professionals prepared to competently help retiring American workers manage their retirement income.

Retirement income management is as much or more about managing retirement-specific risks as it is about producing income. It requires the assessment of all retirement resources in order to provide clients with the greatest potential for their money to last as long as needed.

Help your clients manage their retirement risks and better meet their retirement income needs whether they be for more income, consistency of income, access to wealth, or legacy desires.

Retirement Insight and TrendsVisit Retirement Insight & Trends, InFRE’s newsletter for retirement professionals, for a summary of this presentation.

Retirement Smart for Consumers

Learn more here about
Retirement Smart Webinars for Pre-Retirees

Nine courses – $89

What should I do if I need more retirement income?

Retirement Smart Webinar #6 by Kevin Seibert, CFP®, CRC®, Managing Director, Int’l Foundation for Retirement Education

With longer life expectancies, rising health care costs, and fluctuating retirement savings values, establishing a consistent level of income is a challenge. It is important to understand the risks you face in retirement so you can make informed decisions about when to retire and how to take income from your pension, defined contribution plans, IRAs and other personal retirement savings. In this session, you will learn ways to help you close the gap between your expected income and expenses.

Three things you need to know:
1. The key risks of retirement to protect against.
2. Options for closing your retirement income gap.
3. How to create a retirement income plan that reduces the chance of running out of money.

How can you BE RETIREMENT SMART? Learn more here about this nine webinar series for $89 – Risk-free for 30 days!

More about Kevin Seibert

Kevin Seibert 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.

Kevin Seibert is co-author along with Betty Meredith, Director of Education and Research for InFRE, of a series of professional education courses on managing retirement income received by more than 15,000 advisors and retirement counselors since 2004 in live, print, elearning and audio formats.

Kevin Seibert’s most requested presentations:

  1. Retirement income management training and continuing education for professionals
  2. Sales meeting and conference presentations on retirement income
  3. Certified Retirement Counselor® training and education
  4. Employee workshops and seminars on retirement planning and retirement income management.

What attendees of Kevin’s presentations have said

What customers have said about this product...“Kevin is an outstanding presenter. He made the topic both interesting and easy to follow and understand. The points were presented in a most logical order and built upon one another to present a complete picture of issues facing public sector employees.”
“This presentation contained pertinent and realistic information.”
Some of the best information I have ever received about financial planning for retirement. Very happy I took this class. Important, useful information. Mind blowing!! Thanks, Mr. Seibert!!!”  

How can you schedule Kevin Seibert at speak at your event?

Kevin S. Seibert is an experienced speaker and presenter with a passion for providing industry-leading information to audiences. He is available to speak at your conference or appear at one of your events.

Inquire here about having Kevin Seibert speak at your conference or event!

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