Retirement InSight and Trends is the quarterly newsletter for the International Foundation for Retirement Education’s Certified Retirement Counselors® (CRC®s) to help retirement professionals stay abreast of what’s happening in the field of retirement readiness, counseling, planning and income management. Find out more about the CRC® and
by Kevin Seibert, CFP®, CEBS, CRC®, Managing Director, InFRE
The Board of Standards and Policy Development (BOS), the policy-making and oversight body of Certified Retirement Counselor® (CRC®) Certification, recently chose two individuals to serve on the BOS beginning in January, 2015. We extend our congratulations and sincere thanks to Sherry Keegan, CRC®, Keegan Wealth Management & […]
Sandy and I met about ten years ago while serving on a Society of Actuaries’ Post Retirement and Needs Committee project. She directed the MetLife Mature Market Institute for […]
When I graduated from college with a finance degree – a LONG time ago – I purchased the book “What Color is Your Parachute?” […]
There are key questions to answer for clients, and you can also ask certain employees if that’s appropriate based on whom you’re working with. The key questions to […]
This issue of the March, 2015 issue of Retirement InSight and Trends is no longer eligible for CE credit.
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