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

Meet Kevin Seibert, CFP®, CRC®, CEBS, Retirement Planning and Income Management Expert

Experience, Recognition, Background

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's Retirement Expertise

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

He has more than 30 years of experience in retirement benefits, financial planning, and retirement education. He is a leading expert in retirement income planning and co-author 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.

Specialties: 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.

Contact Us About Hiring Kevin Seibert, CFP®

"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 clients. This presentation contained pertinent and realistic information.”

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