50+ CE Courses $29 each or
FULL ACCESS to ALL COURSES
$99/90 days or $199/365 days

Mary Willett, CRA®, CRC®

Mary Willett, CRA®, CRC®

Mary Willett, CRA®, CRC®, Willett Consulting, Public Sector DC and DB Plan Expert, is a benefit plan consultant in Oregon, Wisconsin with more than twenty years experience in the field of public employee retirement benefits.

 

Passion/Expertise:

Mary is an independent consultant who trains public sector employers, financial services companies and other consultants regarding supplemental retirement programs what they need to know and do about Section 457 Deferred Compensation Plans for governmental employers. She is a frequent speaker at conferences for organizations such as NAGDCA, IFEBP, InFRE, GFOA, Plan Sponsor and others.

 

Postition/Experience:

Mary was the Project Manager for InFRE's Retirement Readiness Project, which, with the Federal Office of Personnel Management, culminated in the creation of tools and education to help Federal employees evaluate their own personal level of retirement readiness.

 

Mary was Director, Supplemental Retirement Plans for the State of Wisconsin Department of Employee Trust Funds from 1986 – 2002, administrating the supplemental retirement plans under Section 457 and 403(b). This is a state agency responsible for Wisconsin state and local government employee retirement and other benefits. She was responsible for monitoring compliance with, and communicating changes to, federal laws and regulations pertaining to the qualified and supplemental retirement plans.

 

Most Requested Presentations:

  • Fundamentals of Public Sector Retirement Plans for Plan Admininstrators

  • Fundamentals of Investing for Public Plan Admininstrators

  • Fundamentals of Operations for Public Plan Administrators

  • Fundamentals of Compliance and Ethics for Public Plan Administrators

  • Ethics for Certified Retirement Counselors® (CRC(®))

 

Mary Willett, CRA®, CRC® – Public Sector Defined Contribution and Defined Benefit Plan Expert - Retirement Speakers Bureau Mary Willett, CRA®, CRC®, Public Sector Defined Contribution and Defined Benefit Plan Expert, is available to do presentations on a variety of topics for your retirement professional development or consumer events.

 

Please visit the Retirement Speakers Bureau to find out how you can request this or other leading industry experts to speak at your next meeting, conference, or other event.

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$ 99 for 90 Days - Full Access Membership - 50+ CE Courses

$ 99 for 90 Days - Full Access Membership - 50+ CE Courses

Receive 90-Days FULL ACCESS to 50+ eligible elearning courses, audio downloads, and live webinars (held during membership) - CFP®, CRC® ASPPA, and PACE CE - no auto-renew, option to upgrade - one low fee!
$99.00
A New Model for Retirement Education and Counseling - Willett, Helman, Greenwald

A New Model for Retirement Education and Counseling - Willett, Helman, Greenwald

1.5 hrs CRC® CE

Explore how workers' perceptions about their retirement futures don't match their actions, illustrating why current approaches are less effective.

$29.00
How Middle Income Retirees Plan For and Manage Their Risks, Assets and Spending Decisions in Retirement - Greenwald

How Middle Income Retirees Plan For and Manage Their Risks, Assets and Spending Decisions in Retirement - Greenwald

1 hr CFP®, CRC®, PACE CE

Gain insight into the most common financial shocks experienced by those who have been retired for at least 15 years, and how they handled those financial shocks.

$29.00
InFRE Ethics II - Knowing and Doing with Mary Willett

InFRE Ethics II - Knowing and Doing with Mary Willett

2 hrs CRC® CE
This advanced ethics course provides practical examples that help bridge the gap between knowing the InFRE Code of Ethics and doing the right thing when faced with an ethical dilemma.
$29.00
Misperceptions and Management of Retirement Risks - Carol Bogosian

Misperceptions and Management of Retirement Risks - Carol Bogosian

1 hr CFP®, CFP®, PACE CE

Gain insight into how to help employees and clients better understand, prepare for and manage their retirement risks based on fifteen years of research conducted by the Society of Actuaries.

$29.00
The Decision to Retire and Post-Retirement Financial Strategies: Insight from Eight Focus Groups - Greenwald and Bogosian

The Decision to Retire and Post-Retirement Financial Strategies: Insight from Eight Focus Groups - Greenwald and Bogosian

1 hr CFP®, CRC®, PACE CE

It is important to understand the rationale and process people use to make decisions about when to retire and how to manage in retirement.

$29.00
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