What do you need to help them understand about when to retire and how to manage, protect and withdraw their savings?
In this session, you will learn about helping your clients transition from accumulating assets to one of the most important concepts they will ever need to understand: how to make their retirement savings last a lifetime.
Kevin joined the International Foundation for Retirement Education (InFRE) in 2003 and serves as Managing Director. He works closely with retirement plan sponsors, providers and advisors to offer retirement income management training and InFRE’s Certified Retirement Counselor® (CRC®) certification. He has more than 30 years of experience in retirement benefits, financial planning and financial education.
Kevin also continues to create and present customized financial planning and preretirement education programs. He talks extensively to audiences nationwide and is regarded as an informative and motivational speaker.
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 worked as 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.
Kevin is recognized as 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.
Moderator: Betty Meredith, CFA, CFP®, CRC®, Int’l Retirement Resource Center
We will report your CFP® and/or CRC® credit (no additional reporting fee) checkout. After purchase you will receive an email with a token. Please redeem token to take this course. You will receive another email explaining where to enter your CFP® and/or CRC® IDs You are responsible for reporting all other certifications for CE credit.
The $29 fee is waived for all 90 Days – $99 and 365 Days – $199 subscriptions. Subscribers have ALL ACCESS to this and 50+ other live, rebroadcast, and on-demand courses at no extra fee!
Your satisfaction guaranteed: We know that you will be pleased with your purchase of this product. If, however, you are not completely satisfied notify us within 30 days of your purchase to receive a full refund of your fee, less any CFP® CE reporting fee for the course that was filed prior to cancellation.
QTY is not available.