Betty Meredith, CFA®, CFP®, CRC®, Retirement Security for the Middle Market Advocate

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. 

Contact Us About Hiring Betty Meredith

Betty Meredith is a leading voice and advocate for the retirement security of the middle market through education that helps advisors and consumers make informed decisions.
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