Posts Tagged Retirement Speakers Bureau

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

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

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:

  1. Retirement income and planning professional development CE programs
  2. Creating, producing and publishing application-oriented live, elearning, print and audio retirement and financial planning education and training for consumers, employees and advisors
  3. Participation in applied research studies that help advisors more productively and profitably meet the retirement preparedness and income management needs of clients and employees
  4. 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.


The Stage is Set for Serving the Mid-Market - Meredith and Harness   - YouTube clip 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.

The Stage is Set for Serving the Mid-Market - Meredith and Harness - Retirement InSight and Trends article 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:



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

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Joe Tabers, CSP – Effective Presentations Skills and Retirement Counseling Skills Expert

Joe Tabers, CSP – Effective Presentations Skills and Retirement Counseling Skills Expert

Joe Tabers, CSP – Effective Presentations Skills and Retirement Counseling Skills Expert

Joseph Tabers, CSP, Joe Tabers Consulting, is an expert in improving workplace presentations, interpersonal communication skills and relationships.

Passion/Expertise
As a seasoned businessman, educator and performance improvement coach, Joe Tabers brings to his audiences a wealth of valuable, practical experience that includes extensive training and research in adult learning, communication and management leadership skills at a national level. Joe studies the skills needed for developing human potential, working with organizations and executives who are serious about improving trust, communication and relationships for creating more meaningful and productive workplaces. He has encouraged thousands of individuals to increase both their personal and professional effectiveness.

Joe’s goal is to make a difference by helping people become the best versions of themselves they can be. He is an engaging conference speaker and interactive workshop leader, and has encouraged thousands of individuals to increase both their personal and professional effectiveness. As a proven professional speaker, author and communication coach, Joe has a special talent for helping presenters connect better with audiences, from high-level professionals to frontline workers.

Joe Tabers, CSP – Effective Presentations Skills and Retirement Counseling Skills Expert

Joe Tabers, CSP – Effective Presentations Skills and Retirement Counseling Skills Expert

Position/Experience
Joe Tabers is the founder of Productive Training Services, whose team specializes in practical leadership and team performance solutions. Over the last 20 years his team has helped more than 400 organizations and thousands of individuals increase their workplace effectiveness by enhancing their communication skills.

Since 1984 Joe has conducted over 3,000 workshops in more than forty five states and four countries. He has also authored over a dozen practical skill-building workshops in the areas of Interactive presentation skills, leadership enhancement, organizational teamwork and quality customer service. His many clients include:

  • Major manufacturing corporations – Ford, Daimler Chrysler, General Motors, Mazda …
  • Government bureaus – NASA, US Census Bureau, US Office of Personnel Management …
  • Financial institutions – Financial Executives Institute, Metlife Consulting Services, Michigan Credit Union League, Royal Financial Services, Inc., Selectcare …
  • Non-profit organizations – Cambell and Company, C. S. Mott Foundation, Flint Osteopathic Hospital, Michigan Association of Intermediate School Administrators …
  • Technical companies – Atlas Copco, Bartech, SARNS 3M, Visteon, Hitachi Data Systems, Vector Cantech …
  • and many more!

Today Joe works mostly with organizations and executives who are serious about improving trust, communication and relationships for creating more meaningful and productive workplaces.


Principles of Effective One-to-One Communication - Joe Tabers - YouTube clip View brief YouTube clips from
Retirement Resource Center webinars
including Joe Tabers’

Principles of Effective One-to-One Communication.


Certifications/Awards
Joe is a twenty-five year member of the National Speakers Association, and one of less than 10% of their nearly 5,000 international members to earn the credential of Certified Speaking Professional (CSP). CSP is the highest earned designation from the National Speakers Association. It recognizes a commitment to ongoing education, proven speaking experience and ethical behavior. He is past president of the Professional Speakers Association of Michigan and a member of the American Society for Training and Development.

What attendees of Joe’s presentations have said:

What attendees have said about these presentations...

What attendees have said about these presentations…

  • “Thanks again for the outstanding session on Executive Motivation that you conducted for the Financial Executives Institute today. This program received the highest ratings of any professional development session we have conducted.”
    – Chairman of Professional Development, Financial Executives Institute
  • “I would like to thank you for the Team Building Workshop that you conducted last Friday for our Executive Committee. The material presented met our goals and your presentation exceeded our expectations.” – Director of Human Resources, Nachi Robotics
  • “On behalf of a grateful crew of account executives and consultants, I would like to express my deep appreciation for the fine job of sales training you did for us. Your ratings were very high and staff has expressed a desire for additional training (something I did not expect from this bunch).” – Director, Business Development, CU Corp.
  • “I just wanted to thank you again for the wonderful job you did with EFFECTIVE COMMUNICATIONS. Our managers found this program to be one of the most enjoyable and informational classes of their training series. I am not sure if you realize that the eight sessions you did for us trained approximately 200 employees. I would recommend these sessions to any business interested in re-igniting their employees on the importance of communication.” – Training & Organizational Development Manager, Detroit Newspapers
  • “The program was motivating, entertaining, and very effective. These points are directly related to the overall extreme effectiveness of the instructor. One of the best courses I’ve attended.” – Joe Alsman, Auditor
  • “I gained good and valuable motivation skills which every manager needs.” – Diana Dulkiewicz, Collection Manager
  • “The instructor was well-informed, presented the information excellently and made the class very interesting. This was one of the best classes I ever attended. I feel that I am leaving with so much more than I came with.” – Barbara Pittelka, Quality Assurance Specialist
  • “Outstanding presenter; knowledgeable – well prepared – effective – organized – caring.” – Ed Kanne, Senior Realty Specialist
  • “The presentation was active and flowing. Thoroughly enjoyable and educational.” – Rick Cargill, Superintendent
  • “99% of the participants rated their experience of the overall seminar as very good or excellent. Thank you so much!” – Maribeth Bramlage, Education Specialist


Have Joe Tabers speak at your event!

Joe Tabers 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 Joe Tabers 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:



Links
Find courses and products from Joe Tabers at the Retirement Resource Center.

Posted in: PLAN for Retirement Readiness, Retirement Coaching

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