The Stage is Set for Serving the Mid-Market - Betty Meredith

The Stage is Set for Serving the Mid-Market – Betty Meredith

Gain a better understanding and awareness of the needs, research insights, planning approaches, retirement products, federal regulations that set the stage for serving the needs of this market.

Retirement savings in IRA accounts exceeded those in employer-sponsored defined contribution plans in 2007.

This means more people than ever now need help making informed retirement decisions (versus just 401k/457/403b investing decisions).

New technology, planning methodologies, retirement products and federal regulations have set the stage for retirement professionals who are passionate about serving the needs of this market. Learn what professionals are doing now, how our industry is changing, and where it still needs to go to improve the retirement security of the middle market.

In “The Stage is Set for Serving the Mid-Market” you’ll learn about:

  1. New applied research to help us work smarter with this market
  2. The Stage is Set for Serving the Mid-Market - Betty Meredith

    The Stage is Set for Serving the Mid-Market – Betty Meredith

  3. New strategies for optimizing all their retirement resources (not just managed assets)
  4. New federal regulations designed to remove roadblocks for retirement planning in the workplace
  5. New products for retirement risk management
  6. Managing healthcare costs
  7. Approaches retirement professionals use today to serve the needs of the mid-market
  8. The state of best practices and retirement software

Betty Meredith, CFA, CFP®, CRC®, Advocate for Retirement Security of the Mid-Market, and Nathan Harness, PhD, CFP®

Betty Meredith, CFA, CFP®, CRC®, is a leading voice on retirement planning for the middle mass and mass affluent markets.

She is the Director of Education & Research for the International Foundation for Retirement Education (InFRE), whose purpose is to increase the retirement readiness of the American worker through professional retirement certification and continuing education, and the Managing Member of the International Retirement Resource Center.

Betty is joined in this webinar by Nathan Harness, PhD, CFP®, Assistant Professor of Finance Texas A&M University – Commerce.

CFP BOARD - CE Quality Partner - Retirement Resource Center

CFP BOARD – CE Quality Partner – Retirement Resource Center

Moderator: Betty Meredith, CFA, CFP®, CRC®, Int’l Retirement Resource Center

1 hr CFP®, CRC®, and other CE Credit Reporting

We will report your CFP® and/or CRC® credit (no additional reporting fee) – please add your ID at checkout. You are responsible for reporting all other certifications for CE credit.

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Overall Rating: 4.6 / 5

Retail: $29.00

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Video and audio MP3 formats available

MP3 Audio Download and PDF handoutSpecifications: 60 minute webinar course

Elearning coursesSKU: 03IRRCServMidMarketElearn13

MP3 Audio Download and PDF handoutKnowledge Level: 2 – Basic

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