Our goal is to help you find the right resource(s) to address your audience's educational needs and budget. 

We have relationships with the retirement industry's top speakers, authors, trainers and professional development experts from over more than thirty years in the financial industry. We only represent education resources and speakers who are financial-product and firm neutral.

Please complete the form below as completely as possible or call me at 847-686-0440 x102 to leave 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® – Advocate for Retirement Security of the Mid-Market
Int'l Retirement Resourrce Center
Ann Arbor, MI 48113
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