Lifetime Income - 2/2 - The Retirement Speakers Bureau

Archive for Lifetime Income

Carol Bogosian, ASA, EA, MAAA – Retirement Risk Expert

Carol Bogosian, ASA, EA, MAAA, President of CAB Consulting, is an expert in retirement risk.

Passion/Expertise:

Carol has over 30 years of experience as an actuary providing advice on defined benefit and defined contribution pension plans and retirement planning issues. Her current interests are in improving financial education and literacy in the U.S.

Position/Experience:

Carol was a principal in a major consulting firm as a senior actuary and consultant providing retirement services to individuals and corporate clients before starting her own firm, CAB Consulting. She completed the Financial Planning Certificate program, gaining her perspective of the employee’s overall financial needs.

She currently serves on the Pension Section Council and the Post Retirement Needs and Risk Committee of the Society of Actuaries and the Chicago Bar Associations’ Joint Task Force on Women and Aging. She also serves on the Employee Benefits Advisory Board for The John Marshall Law School.

View brief YouTube clips from recent Retirement
Resource Center webinars including
Carol Bogosian’s
The Stage is Set for Serving the Mid-Market.

Publications/Presentations:

Carol has published articles for the Plan Sponsor Council of America and WISER. She has spoken at various professional associations on retirement and financial planning topics.

Read a summary transcript of Carol presentation
The Stage is Set for Serving the Mid-Market
in the 1st Qtr 2014 issue of
“Retirement Insight and Trends”.

Have Carol Bogosian speak at your event!

Carol Bogosian is an experienced speaker and keynote presenter on topics pertaining to retirement income and investments analysis.

Please contact us today via email or phone 847-686-0440 x102 if you would like to have Carol Bogosian present at your conference or appear at one of your events, or to receive a free voucher to view a sample of one of our speaker’s work.

View other speakers on similar topics suitable for your Retirement Professional Development events:

Women and Retirement

Tags: CAB Consulting, Carol Bogosian, defined benefit, defined contribution, financial education and literacy, Matt Greenwald, retirement risk, Society of Actuaries, women and aging

Posted in: Lifetime Income, Medical and Long-term Care, PROTECT from Retirement Risks

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Michael Falk, CFA, CRC® – Behavioral Finance Expert & Retirement Contrarian

Michael Falk, CFA, CRC®, is a consultant and partner with the Focus Consulting Group (and our resident retirement contrarian).

Passion/Expertise:
Michael is an engaging, creative asset management professional, and offers equally engaging presentations and materials on retirement topics, behavior, asset allocation research and portfolio development expertise.
The asset consulting perspective acknowledges that the wisdom of crowds can denigrate into madness at times. Assets should be managed with the serenity to accept the market’s realities; the courage to pursue its opportunities; and the ongoing pursuit of wisdom to understand the difference.

Position/Experience:
Michael’s background includes extensive asset allocation research and portfolio development expertise along with a multi-faceted understanding of behavioral finance and retirement issues.
Michael formerly was the Chief Strategist on a Global Macro fund as well as a CIO in charge of manager due diligence and asset allocation for a multi-billion dollar advisory, one of the first firms to provide managed accounts for reluctant 401(K) investors – those that can’t, or won’t, invest wisely themselves.

View brief Youtube clips of Michael Falk’s recent Retirement Resource Center webinars on our Retirement Resource Center YouTube channel.

Michael Falk - Enough About the Assets, Already! - YouTube clip

Michael Falk - Is Retirement Past Its Prime? The Economic & Behavioral Realities of Retirement YouTube clip

Michael Falk - Housing for Retirees - Buy Sell or Hold? - YouTube clip

Education/Certifications/Awards:
Michael has been a contributing member of the PDDARI group within the Financial Management Association (FMA), the Vice Chair of the Plan Sponsor Council of America’s Investment Committee, taught as an adjunct professor at DePaul University in their Certified Financial Planner (CFP) Certificate Program. Currently he is an approved speaker for the CFA Institute and teaches on behalf of the CFA Society of Chicago in their Claritas program, and is frequently quoted in the financial press. He graduated from the University of Illinois with a B.S. in Finance.

Publications Authored:

“Let’s All Learn How to Fish… to Sustain Economic Growth”, A CFA Institute Research Foundation Monograph, May 2016
“The Investment Challenge”, 2015
“Good Governance, Better Decisions?” Investments & Wealth Monitor (IMCA), 2014
“The Economic Implications of an Older World”, Morningstar magazine with Larry Siegel, Feb/March 2014
“Bit by Bit”, CFA Institute Magazine interview on bitcoin, March/April 2014
Defined Contribution Insights, “Asset Allocation for Today’s Times?”, 2012
“Portfolio Construction Needs an Overhaul”, guest column in FUNDfire, 2012
“Investment Beliefs: Separating the Real Stuff from the Fluff”, commissioned paper 2012
“What’s the Best Way to Promote Large caps?”, guest column in FUNDfire, 2011
“Enough About the Assets Already”, Defined Contribution Insights, 2011
“Uncommon Investment Sense”, commissioned paper, 2011
Advisor Perspectives, “Solving the REAL Debt Crisis”, 2011
“Investing, Like Life, Is About Balance”, Defined Contribution Insights, 2011
“Risk Management: A Tactical Multi-Manager Approach”, commissioned paper, 2010
Financial Planning Association (FPA) of Illinois, Behavioral Finance & Neuroscience, 2007 and 2010
“Portfolio Construction for the Long Run (And Now)”, commissioned paper, 2008
Institutional Investor, “Managed Accounts & Default Investments – Serving the Reluctant Investor”, 2006
Chicago Sun Times, “How Lifecycle Funds Ease Investing Angst”, 2005
“An Evolved Solution – Participant Success Hinges on Plan Design”, Profit Sharing, 2002
“Their Quality of Retirement Matters”, Sharing Ideas (International Foundation for Retirement Education), 2001
“A New Alternative for 401(k) Plan Structuring”, Employee Benefits Journal, with David Wolfe, 1998

View summary transcripts of several of Michael Falk’s presentations that were included in recent issues of InFRE’s FREE Quarterly Newsletter,
Retirement Insight and Trends.

Michael Falk - Enough About the Assets, Already! - Retirement Insight & Trends article, 2nd Qtr 2014

Michael Falk - Is Retirement Past its Prime? The Economic & Behavioral Realities of Retirement - Retirement Insight & Trends article, 1st Qtr 2014

Michael Falk - Off with Your Rules of Thumbs - Retirement Insight & Trends article, 1st Qtr 2015

Michael Falk - Housing for Retirees: Buy, Sell or Hold? - Retirement Insight & Trends article, 1st Qtr 2016

Most Requested Presentations:
Aside from his consulting work, Mr. Falk is part of the CFA Institute’s Approved Speaker List.

CFA Institute Approved Speakers Program, Global Society Presentations, 2004 – Present

Is Retirement Past Its Prime? The Economic & Behavioral Realities of Retirement
Behavioral Finance & Neuroscience: Rational Is As Rational Does
Lies, Damned Lies & Mathematical Forecasting: Of Optimization and Allocation
Psychology, Neurology… How Your Biology Impacts Your Investment Decisions

Conference presentations:

Inside Indexing Conference Expanding Your DC… Does Indexing Work in Every Asset Class?, panelist 2012
CFA Chicago, Entitlements, Austerity, Taxes and the Mortgage Crisis, panelist 2011
FMA Annual Conference, Core Research Challenges Facing Practitioners, panelist 2011
MarketWatch / WSJ Exchange Traded Funds Panel, panelist 2011
FMA Annual Conference, Frontiers of Asset Management, panel moderator, 2010
Plan Sponsor Council of America (PSCA) Conferences, various topics, 2001 – 2003 and 2010
CFA Chicago, The Future of Asset Allocation Theories: Are They Alive, Dead, or on Life Support? Panelist, 2010
Morningstar Investment Conference 2009, Can MPT Take the Heat of a Meltdown?, debate
FMA Midwest Finance Association Conference, Hedge Fund & Fundamental Indexation panels, 2009
FPA Illinois, The Pension Protection Act of 2006 with TIAA-CREF, 2007
World Research Group, Best Practices in Retirement Education & Communication Program, 2005 and 2006
Gardner Carton & Douglas (now DrinkerBiddle), Enhancing the Value of Your Retirement Plan While Managing Your Fiduciary Exposure with Managed Accounts, 2004
Int’l Institute of Research National Forum, Asset Allocation & Investment Policy Design for Pension Plans, 2000
National Institute Personal Financial Employee Education (NIPFEE), 1999

Have Michael Falk speak at your event!

Please contact us today via email or phone 847-686-0440 x102 if you would like to have this or other speakers present at your conference or appear at one of your events, or to receive a free voucher to view a sample of one of our speakers’ work.

View other speakers on similar topics suitable for your Retirement Professional Development or National Consumer events:

Links:

Michael Falk, CFA, CRC®, Focus Financial Consulting

Tags: asset consulting, asset management, Behavioral finance, CFA Institute, CFA Society of Chicago, DePaul University, Financial Management Association, Financial Management Association (FMA), FMA, Focus Consulting Group, global macro hedge fund, Investment Management, MarketWatch, Michael Falk, michael falk cfp crc, PDDARI

Posted in: Lifetime Income, PLAN for Retirement Readiness, PROTECT from Retirement Risks, Retirement Coaching

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Anna Rappaport, FSA, MAAA – Post-retirement Needs and Risks Thought Leader

Anna Rappaport, FSA, MAAA, Anna Rappaport Consulting, is an actuary, consultant, author, speaker, and internationally recognized expert on the impact of change on retirement systems and workforce issues.

Anna Rappaport is committed to improving America’s retirement systems, with special focus on women’s retirement security. In her organizational participation, writing and speaking, she brings forward important issues to ensure that decision makers can act on the best available information, strongly driven by facts and thorough analysis.

Passion/Expertise
Anna Rappaport was writing and studying the implications of our changing demographics for financial security systems long before there was a societal focus on this issue as the Boomers started to reach retirement age. She published her first paper on social and demographic issues in 1975 and has been studying these issues ever since. The topics she focuses on include the future of employee benefits, strategies for retirement security, implications of an aging workforce, phased retirement, post-retirement risk, Social Security and women’s special retirement challenges.

Recently she focused on issues related to achieving retirement security in a world dominated by defined contribution plans, and on the impact of long-term disability on retirement security. She has chaired the Society of Actuaries Committee on Post-Retirement Needs and Risks for 15 years, and has played a major role in the development a recognized research program devoted to better understanding and management of Post Retirement Risks.

View brief YouTube clips from recent
Retirement Resource Center webinars
including Anna Rappaport’s
Don’t Let Disability Derail Retirement Security .

Position/Experience
Anna Rappaport has helped many organizations develop their strategies with regard to retirement benefits. Anna formed Anna Rappaport Consulting in 2005, specializing in strategies for better retirement systems, after retiring in 2004 from a 28-year career with the Mercer Human Resource Consulting firm. Prior to working with Mercer she spent the years from 1958-1976 in the life insurance industry.
Anna serves on the Board of the Women’s Institute for a Secure Retirement (WISER), and the Advisory Board of the Pension Research Council. She is a member of the GAO’s Retirement Security Advisory Panel. Anna is a past- President of the Society of Actuaries and chairs its Committee on Post-Retirement Needs and Risks. She served on the ERISA Advisory Council from 2010 to 2012 and participated in its project on disability risks in an increasingly defined contribution world.
Anna was a delegate to the 1998 and 2002 National Summits on Retirement Savings. She has been a leader in the planning and management of several major research projects by the actuarial profession focused on enhancing retirement security in America. In 2007, she was appointed Senior Fellow on Pensions & Retirement by The Conference Board. Anna’s participation on many organizations, committees and Boards, includes:

Society of Actuaries
Served as President of the Society of Actuaries in 1997-98. She served on the Board of the Society of Actuaries in four decades, and will complete 50 years as a Fellow in 2013. She has chaired the Committee on Post-Retirement Needs and Risks since its inception, and has encouraged the actuarial profession to focus on post-retirement risks and work to improve the retirement system in America. The Committee has sponsored the 2001, 2003, 2005, 2007, 2009 and 2011 surveys on post-retirement risk, produced Managing Post-Retirement Risk and even Decision Briefs on Important retirement issues, conducted focus groups on how retirement assets are invested, produced two reports on misperceptions and public knowledge about retirement, and it is currently conducting several additional studies. She has been actively involved in the Living to 100 project for its more than ten years, and has participated as an author, moderator and member of the committee for the four symposia which are part of this effort. She has been a regular presenter at SOA meetings. She was a member of the Retirement 20/20 Advisory Panel. Retirement 20/20 is a project to focus on the future of retirement systems. She has written many papers and articles for SOA publications.
National Academy of Social Insurance
Served two terms on the NASI Board with Board service ending in 2008, she has spoken at NASI conferences. NASI provides a multi-disciplinary focus on major social insurance issues. It sponsors research, public information, education and conferences. NASI provides a resource for the press on social insurance. Served as Chair of Membership Committee in 2006-2007.
Pension Research Council
Currently serves on the Advisory Board of the Pension Research Council located within the Wharton School at the University of Pennsylvania. She co-authored three books whose publication was sponsored by the Pension Research Council. She has written several papers for the Pension Research Council, and they are included as chapters in their books.
WISER
Currently serves on the Board of WISER. She has chaired the Consumer Education Committee of the Actuarial Foundation which has partnered with WISER in the development of important educational materials for women on key retirement issues. She was very involved in the development of these resources: Making Your Money Last a Lifetime and Seven Life-Defining Financial Decisions.
ERISA Advisory Council
Advisory group appointed by the U.S. Department of Labor. Served a three year term from 2010-2012 representing actuarial consulting. Each member is appointed to a slot designated by the DOL. Served as Issue Chair for Privacy and Security topic in 2011. Served as Issue Vice Chair for Managing Disability Risks in an Era of Individual Responsibility in 2012.
Actuarial Foundation
Appointed as Trustee Emeritus in 2007, and continues to serve on Consumer Financial Education Committee. Previously served on the Board of the Actuarial Foundation and was first chair of its Consumer Education Committee. In 2007, Anna Rappaport was the lead speaker and played a major role in the Joint Task Force’s symposium “Women at Risk: Timing, Financing and Coping with Retirement” (see Actuarial Foundation Website)
American Academy of Actuaries
Previously served on the Board, task forces, and several committees of the Academy. This organization works in partnership with the SOA on many of the post-retirement risk issues and has been instrumental in bringing the major work of the Committee on Post-Retirement Needs and Risks to the U.S. Congress.
The Chicago Network
Member of the Chicago Network, an organization of very senior professional women in the Chicago area.
Task Force on Issues Affecting women as They AreActive member of the task force. She has assisted the task force with information on actuarial and pension issues, and has given many presentations at task force meetings.
Employee Benefits Research Institute(EBRI)
Anna Rappaport is a fellow of the institute, a major source of employee benefit and pension research.
Wider Opportunities for Women (WOW)
Anna Rappoprt served on the National Advisory Board to the Elder Economic Security Initiative
Retirement Income Industry Association (RIIA)
Anna Rappaport designated Special Advisor to the Board in 2009.

Education/Certifications/Awards
Anna Rappaport is a Fellow of the Society of Actuaries, a member of the American Academy of Actuaries and holds a Master’s Degree in Business Administration from the University of Chicago. Here are some of her many awards:

Workers in Employee Benefits named Anna Rappaport Employee Benefits Professional of the Decade in connection with their 10th anniversary.
Business Insurance selected Anna Rappaport as one of the Top 100 Women in Benefits and Insurance in October 2000.
In March 2003, Anna Rappaport received the ,b>Illinois State Treasurer’s Woman to Woman Award as a Trailblazer in Public Policy.
Anna Rappaport was the recipient of the YWCA’s Outstanding Achievement in Business Award in October 2003.
Anna Rappaport received The Society of Actuaries John E. O’Connor Distinguished Service Award for 2003.
In October 2005, WISER awarded Anna Rappaport a Hero’s Award for her contributions to furthering women’s retirement security.
Wynn Kent Public Communication Award
Actuarial Foundation Insurance Legends Award in 2011
2011 Society of Actuaries Outstanding Volunteer Award

Read a summary transcript of Anna Rappaport’s
presentation The Don’t Let Disability Derail
Retirement Security in the 1st Qtr 2014 issue of
“Retirement Insight and Trends”.

Publications/Presentations
Anna Rappaport was writing and studying the implications of our changing demographics for financial security systems long before there was a societal focus on this issue as the Boomers started to reach retirement age. She published her first paper on social and demographic issues in 1975 and has been studying these issues ever since. The topics she focuses on include the future of employee benefits, strategies for retirement security, implications of an aging workforce, phased retirement, post-retirement risk, Social Security and women’s special retirement challenges.

Anna has written several articles on disability risk and retirement security. Recently she focused on issues related to achieving retirement security in a world dominated by defined contribution plans, and on the impact of long-term disability on retirement security. She has chaired the Society of Actuaries Committee on Post-Retirement Needs and Risks for 15 years, and has played a major role in the development a recognized research program devoted to better understanding and management of Post Retirement Risks.

Anna is a frequent speaker and contributor to business and trade publications, and is the co-author of three books on the topics of demographics, retiree medical and retirement. For many years, she wrote a column on post-employment benefits for Employee Benefit Plan Review.

Have Anna Rappaport speak at your event!

Anna Rappaport is an experienced speaker and keynote presenter on topics pertaining to retirement confidence research.

Please contact us today via email or phone 847-686-0440 x102 if you would like to have Anna Rappaport present at your conference or appear at one of your events, or to receive a free voucher to view a sample of one of our speaker’s work.

View other speakers on similar topics suitable for your Retirement Professional Development or National Consumer events:

Links
Find courses and products from Anna Rappaport at the Retirement Resource Center.

Tags: Anna Rappaport, EBRI, retirement income, Retirement research, Retirement Risks, Society of Actuaries, Women and Retirement

Posted in: Lifetime Income, Medical and Long-term Care, PROTECT from Retirement Risks, Successful Aging

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Betty Meredith, CFA, CFP®, CRC® – Advocate for Retirement Security of the Mid-Market

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.

Passion/Expertise

With close to $6.5 trillion in IRAs and the average 401k balance at $224,000 for those around age 60, there are a lot of people who need retirement decision-making help!

Betty Meredith is a retirement planning education design expert with over 25 years experience creating, producing and publishing application-oriented live, elearning, print and audio education and training for retirement professionals, employees, and consumers. Her specialties are:

Retirement income and planning professional development CE programs
Creating, producing and publishing application-oriented live, elearning, print and audio retirement and financial planning education and training for consumers, employees and advisors
Participation in applied research studies that help advisors more productively and profitably meet the retirement preparedness and income management needs of clients and employees
Financial & retirement readiness literacy education

Position/Experience

Betty Meredith has 30 years experience in financial services, over twenty of those years in employee, client, and professional retirement education with major financial services companies and employers. As InFRE’s Director of Education & Research, Betty oversees incorporation of research findings and best practices into InFRE’s retirement certification study, newsletter, and professional continuing education programs in order to help retirement advisors and counselors more effectively meet the retirement preparedness and income management needs of clients and employees.

As Managing Member of the International Retirement Resource Center, Betty brings retirement planning and income management training to retirement professionals in the public and private sectors.

Education/Certifications/Awards

Betty Meredith is a Chartered Financial Analyst (CFA), Certified Financial Planner® (CFP®), and Certified Retirement Counselor® (CRC®). She earned a B.S. in Finance from Wayne State University.

Betty is a long-time member of the Society of Actuaries multi-disciplinary Post Retirement Needs and Risks committee, the Profit Sharing/401(k) Council of American (PSCA), International Foundation for Employee Benefit Plans (IFEBP), the CFA Institute, the Society of Financial Services Professionals, and other professional associations.

Betty regularly participates in applied research studies with the Society of Actuaries, LIMRA, Mathew Greenwald & Assoc, Texas Tech University and other organizations. Best practices are then incorporated into InFRE’s retirement certification study and the IRRC’s professional continuing education programs in order to help retirement advisors and counselors more effectively meet the retirement preparedness and income management needs of clients and employees.

View brief YouTube clips from recent Retirement

Resource Center webinars including Betty Meredith’s

The Stage is Set for Serving the Mid-Market.

Publications/Books

Betty Meredith is co-author along with Kevin Seibert, Managing Director of InFRE, of the professional education series on Managing Retirement Income. She is also the Editor of InFRE’s Retirement Plan Administrator Series and Certified Retirement Counselor (CRC) Study Guides. She is the editor and a contributor to the popular quarterly newsletter about retirement readiness, income management, planning, concepts and trends, Retirement Insight and Trends. She is the author of three books:

Controlling Your Financial Future (Self-study book, licensable workshop, elearning course)
Securing Your Financial Future (Self-study book, licensable workshop, MP3 and workbook)
Finding the Right Financial and Legal Advisors for You (Self-study workbook)

Betty Meredith has also authored and/or appeared in dozens of consumer and employee retirement and financial planning education programs and publications since 1989, such as:

Featured in Robert Powell’s USA Today column: “What should a soon-to-be retiree do with their 401(k) savings?”, USA Today, June 3, 2015
Numerous articles in the Journal of Financial Planning
“How Prepared is the Retirement Industry for Meeting the Needs of Retiring American Workers?”, Financial Services Review, September 2008
Retirement Readiness NOW, US Federal Govt, and Retirement Readiness NOW, Benefits Officer Training, US Federal Govt
Please see Betty’s LinkedIn profile for an exhaustive list.

Read a summary transcript of Betty Meredith’s presentation The Stage is Set for Serving the Mid-Market in the 2nd Qtr 2014 issue of “Retirement Insight and Trends”.

Most Requested Presentations

Betty Meredith has been a regular speaker at national conferences for public and private sector employers and financial services firms on retirement education, retirement income management, and retirement readiness since 1994. Topis include:

December, 2011: What consumers want to know about retirement security, Women’s Institute for a Secure Retirement (WISER) 2011 Symposium
November, 2010: Outsourcing Education Development, NPEA Annual
November, 2008: Trustees as Leaders in Financial and Retirement Literacy, IFEBP Annual
April, 2008: Framing the Issues: Retirement Income Questions Individuals Need to Answer, The Retirement Industry Conference, Hosted by LIMRA, LOMA, SOA, and ACLI
April, 2008: The Role of the Employer in Helping Employees Transition to Retirement Income,” LIMRA, LOMA, SOA, and ACLI The Retirement Industry Conference
February, 2008: Retirement Income Management Suitability: What your client understands – meeting the training challenges for advisors
October, 2007: Three Keys to More Effective Participant Education, SOA Annual Meeting
October, 2007: Retirement: Unraveling the Mystery and “Financial Education in the WorkPlace” Society of Actuaries Annual Meeting
September, 2007: Preparing Future Workers for the Retirement of the Future, PSCA Annual
April, 2007: Framing the Issues, Retirement Industry Conference, hosted by LIMRA, LOMA, SOA, and ACLI

Have Betty Meredith speak at your event!

Betty Meredith is an experienced speaker and keynote presenter on topics pertaining to retirement and the aging Boomer population.

Please contact us today via email or phone 847-686-0440 x102 if you would like to have Betty present at your conference or appear at one of your events, or to receive a free voucher to view a sample of one of our speaker’s work.

View other speakers on similar topics suitable for your Retirement Professional Development or National Consumer events:

Tags: Betty Meredith, InFRE, Int'l Retirement Resource Center, retirement education, retirement income, retirement planning, retirement readiness, Retirement Speakers Bureau, retirement strategy

Posted in: Lifetime Income, PLAN for Retirement Readiness, PROTECT from Retirement Risks, PROVIDE Retirement Income, Retirement Distributions, Retirement Spending

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Kevin S. Seibert, CFP®, CRC®, CEBS – Retirement Planning and Income Management Expert

Kevin S. Seibert, CFP®, CRC®, CEBS, is Managing Director, International Foundation for Retirement Education (InFRE).

He is a professional development trainer in retirement planning and retirement income management for advisors serious about working with the mid-market.

Passion/Expertise

Kevin has more than 30 years experience in retirement benefits, financial planning, and financial education. He is considered a leading expert on retirement income management, presenting at dozens of conferences and quoted in Investment News, Financial Planning Magazine, the Retirement Income Journal, and other financial publications.

Position/Experience

Kevin Seibert joined the International Foundation for Retirement Education (InFRE) in 2003 and now serves as Managing Director. InFRE is the non-profit which confers the Certified Retirement Counselor® (CRC®) certification, a must-have for advisors who want to serve the retirement planning, risk and income management needs of the mid-market.

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 was 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.

Presentations and Publications by Kevin Seibert

Kevin Seibert is co-author along with Betty Meredith, Director of Education and Research for InFRE, of a series of professional education courses on managing retirement income received by more than 15,000 advisors and retirement counselors since 2004 in live, print, elearning and audio formats.

Most Requested Presentations

Retirement income management training and continuing education for professionals
Sales meeting and conference presentations on retirement income
Certified Retirement Counselor® training and education
Employee workshops and seminars on retirement planning and retirement income management.

What attendees have said about these presentations…

What attendees of Kevin’s presentations have said:

“Kevin is an outstanding presenter. He made the topic both interesting and easy to follow and understand. The points were presented in a most logical order and built upon one another to present a complete picture of issues facing public sector employees.”
“This presentation contained pertinent and realistic information.”
“Some of the best information I have ever received about financial planning for retirement. Very happy I took this class. Important, useful information. Mind blowing!! Thanks, Mr. Seibert!!!”

Education/Certifications/Awards

Kevin Seibert is 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.

How can you schedule Kevin Seibert at speak at your event?

Kevin S. Seibert is an experienced speaker and presenter with a passion for providing industry-leading information to audiences. He is available to speak at your conference or appear at one of your events.

Inquire here about having Kevin Seibert speak at your conference or event!

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Retirement Resource Center webinar courses available from Kevin Seibert:

Introduction to Managing Retirement Income – Kevin Seibert

There are 78 million reasons driving the need for a tremendous increase in the number of professionals prepared to competently help retiring American workers manage their retirement income.

Retirement income management is as much or more about managing retirement-specific risks as it is about producing income. It requires the assessment of all retirement resources in order to provide clients with the greatest potential for their money to last as long as needed.

Help your clients manage their retirement risks and better meet their retirement income needs whether they be for more income, consistency of income, access to wealth, or legacy desires.

Visit Retirement Insight & Trends, InFRE’s newsletter for retirement professionals, for a summary of this presentation.