Teach your clients and qualified leads what they need to know for retirement in the 21st century.
Education-based retirement marketing, with content tailored to your audience, can guide leads through your sales funnel. Educational marketing also allows you to position your brand as an industry thought leader.
We can help you design and/or administer a professional development program, client event or webinar educational marketing series that will help you or your association or chapter members, advisors, and independent distribution partners have broader, deeper, and more holistic conversations with clients. Sessions can be delivered as in-person, live webinar, rebroadcast or recorded formats on either our Zoom or Citrix platforms, or yours.
We'll recommend speakers based on topics from your current and prior conferences, chapter meetings or client events.
We can help you book just one speaker, or custom-design a webinar curriculum series with conference-quality, introductory or intermediate-knowledge level presentations, delivered by leading retirement planning experts and pre-approved by you, in live and recorded formats.
We contract, communicate with, and manage speakers to produce your desired outcomes.
We will provide you with a session description(s), bios and speaker headshots to use in promoting presentations.
Sessions can be pre-approved for CFP, American College Professional Recertification credit (CLU, ChFC, RICP, CASL), CRPC (College for Financial Planning), Investments and Wealth Institute (CIMA, RMA), ASPPA continuing education credits, or other financial designation CE.
The Retirement Resource Center will handle or work with your team to collect registration information and metrics required for awarding CE (tracking attendance, distributing the session handout, evaluation, and providing customer service in general.
A CE certificate per course per person can be provided and reported to the CFP Board; individuals with all other designations listed above will be provided a CE certificate upon successful completion to be used for self-reporting their CE.
21st Century Retirement Speakers and Topics
Retirement income planning has changed a LOT since 2000 due to new research and thought leaders such as David Blanchett, Wade Pfau, Michael Finke, Mary Beth Franklin, Curtis Cloke, Denise Appleby, Heather Schreiber, Eric Ludwig, Steve Parrish, and others. All these speakers are available through our Retirement Speakers Bureau.
Today’s retirement education should consider content from the following categories.
Speakers Who Help PLAN for Spending
- Planning for purposeful retirement; transitioning to retirement
- Planning for successful/healthy aging (financial gerontology)
- Planning retirement expenses by retirement phase (early, mid, late)
Speakers Who PROTECT the Plan from Risks
- Strategies for addressing the risk of living longer than expected
- Strategies for protection from health and long-term care costs
- Strategies for protecting loved ones and beneficiaries from early death of primary earner
- Strategies for protecting clients and yourself from financial elder fraud
Speakers Who PROVIDE Strategies for Optimizing Resources
- Strategies and products for closing retirement income gaps
- Retirement income strategies
- Social Security and Medicare strategies
- Strategies for retirement income tax planning
- Home equity strategies that protect managed assets.
Betty Meredith, CFA®, CFP®, CRC® is Your Content Design Expert
Betty Meredith has a 40-year career in the retirement industry during which she has either presented or helped influence content for over 100 national retirement conferences. She was the Director of Education and Research for the Certified Retirement Counselor® (CRC®) program, has participated in dozens of retirement research projects, has authored several books for consumers and advisors, and was the publisher of Retirement InSight and Trends. She was the Task Force Chair of the 2020-22 Financial Planning Association annual conferences. She has long-standing relationships with today’s top retirement experts, and has provided event content planning for dozens of financial services companies and other industry conferences.