By Betty Meredith, CFA®, CFP®, CRC®
In this new column, we’ll provide links to practical online resources that can help retirement counselors in their one-on-one meetings with clients or seminar/workshop participants. If you know of a resource that will benefit other retirement counselors, send an email with a link to me at
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This article is part of the most recent issue of Retirement Insight and Trends, worth 1 hr CFP®, CRC®, ASPPA, CLU®, ChFC®, CASL and other CE.
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Read other past issues! (CE available for 2018 and 2017 issues)