Meet Betty Meredith, CFA®, CFP®, CRC®, Advocate for the Retirement Security of Middle Income Americans
Experience, Recognition, Background
Betty Meredith has 30 years’ experience producing application-oriented professional development, content marketing, and consumer education to help advisors, consumers, public sector retirement counselors and plan participants make informed retirement decisions.
Betty Meredith's Retirement Expertise
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Betty’s goal is to help retirement professionals help their clients make informed retirement decisions. She has participated in dozens of retirement studies on the mid-market, and oversees incorporation of research findings and best practices into InFRE’s Certified Retirement Counselor® study materials. She also produces a live monthly webinar professional development series for retirement professionals, and has created dozens of consumer and retail client retirement education programs. Betty has 30 years experience in financial services, twenty of those years in employee, client, and professional retirement education with major financial services companies and employers.
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Learn about our other terrific speakers who help advisors, consumers and employees PLAN for retirement, PROTECT the plan from retirement risks, and PROVIDE retirement income that lasts a lifetime.