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


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

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

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

Retirement Resource Center You Tube ChannelThe Retirement Resource Center YouTube channel features short clips of presentations by many of our speakers. Please visit Retirement Resource Center YouTube channel to view a short clip of this presentation.


Overall Rating: 4.6 / 5

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This on-demand webinar is a recording of a recent live webinar. Check our WEEKLY REBROADCAST SCHEDULE where there is no need to take the online quiz to receive CE. You may also take this on-demand course any time for 1 hr CFP®, CRC®, and other Continuing Education Credit when you pass the online quiz.


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


Betty Meredith, CFA, CFP®, CRC®

Betty Meredith, CFA, CFP®, CRC®

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.


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


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CFP BOARD - CE Quality Partner - Retirement Resource CenterWe 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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