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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Explore Our Other Retirement Experts and Topics
We have contributed to the content of over 100 annual conferences and have relationships with today’s leading retirement speakers. We will recommend speakers and topics for you based on your current and prior events.
We can help you book just one speaker for an annual conference, chapter meeting, client event or employee education meeting, or custom design a multiple webinar content-marketing series.
Delivery options include in-person meetings, live webinar and pre-recorded formats.
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Learn about our other leading edge retirement speakers who help advisors, consumers and employees PLAN for retirement, PROTECT the plan from retirement risks, and PROVIDE retirement income that lasts a lifetime.