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

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

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

Kevin S. Seibert, CFP®, CRC®, CEBS 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.


Kevin Seibert - Retirement Planning and Income Management Expert - YouTube clips Kevin Seibert - Retirement Planning and Income Management Expert - YouTube clips View YouTube clips from recent Retirement Resource Center webinars featuring presentations by Kevin Seibert and other leading industry experts.


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.

Publications/Books
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.


Improving Retirement Readiness for State and Local Government Employees - Kevin Seibert - in the 2nd Qtr 2014 issue of Retirement InSight and Trends Introduction to Managing Retirement Income - Kevin Seibert - 1st Qtr 2015 issue of Retirement InSight and Trends article Click on the icons to the right to read summary transcript articles of presentations by Kevin Seibert in recent issues of Retirement InSight & Trends.


Most Requested Presentations

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

What attendees of Kevin’s presentations have said
What customers have said about this product...“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!!!”  



Have Kevin Seibert speak at your event!

Kevin Seibert is an experienced speaker and presenter with a wealth of knowledge on retirement planning and retirement income management.

Please contact us today via email or phone 847-686-0440 x102 if you would like to have Kevin 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
Kevin S. Seibert, CFP®, CRC®, CEBS, InFRE Managing Director

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

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