Retirement planning today has many moving parts.
The Retirement Resource Center is an independent, retirement-specific education resource that helps consumers, advisors, and wealth management firms better understand how to create retirement security.
Holistic retirement planning today is complicated. Accumulating and managing wealth is only part of a secure retirement. Key decisions such as
- when to retire,
- when to take Social Security,
- how to choose Medicare plans,
- whether or not to work part-time to phase into retirement,
- how to address medical and long-term care costs,
- whether or not to use home equity in a retirement income plan,
- how to take withdrawals from tax-deferred savings to minimize taxes and increase asset longevity, and
- how to create additional lifetime income
affect how long retirement savings will last and one’s quality of retirement.
We “hand-select” each speaker and topic, providing easy access to the key insights of dozens of today’s leading experts. Courses are chosen to support our holistic, PLAN-PROTECT-PROVIDE approach to retirement and income planning. Our courses are also approved for professional development and continuing education credit by most financial and retirement designations. Many of our speakers address both consumers/employees and professionals which creates a common language and understanding between them for more productive retirement counseling.
Our goal is to make the insight and guidance of today’s leading experts more easily available to you through live and on-demand webinars so you can more effectively identify and serve the retirement planning needs of your clients. We are recognized as a CFP Board Continuing Education (CE) Sponsor and the professional development partner of several organizations, providing quality CE credit programs for CFP®s and other retirement professionals, as well as education for the clients of advisory firms, community and employee groups.
On behalf of our staff and speakers, we’re glad you found us, and we look forward to being of service!
Betty Meredith, CFA, CFP®, CRC®
Betty Meredith, CFA, CFP®, CRC®
Managing Member, Int’l Retirement Resource Center, LLC
847.686-0440 ext 105