Our goal is to help you find the right resource(s) to address your audience's educational needs and budget, whether it be for
  • a CFP Ethics program for a group of advisors
  • a client event speaker
  • an employee education meeting
  • an association chapter meeting
  • a speaker for a national conference, or
  • a multi-session educational marketing campaign to teach your clients and qualified leads what they need to know about retirement in the 21st Century. 
We know the retirement industry's top speakers, authors, trainers, and professional development experts from our more than forty years in the financial industry. We only represent education resources and speakers who are financial products and firm-neutral.

Please complete the form below as completely as possible so I have your contact information and a description of your desired results. If you are looking for something we don't currently provide, we will do our best to help you find a solution.

We look forward to speaking with you soon!

Betty Meredith, CFA, CFP, CRC
We help you secure retirement. 

Retirement Resource Center
24 Frank Lloyd Wright Drive
Ann Arbor, MI 48105

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