Kevin S. Seibert, CFP®, CEBS, CRC®
Managing Director
International Foundation for Retirement Education
Kevin Seibert joined the International Foundation for Retirement Education (InFRE) in 2003 and serves as Managing Director. He works closely with retirement plan sponsors, providers and advisors to offer a curriculum that will allow candidates to obtain an InFRE certification. He has more than 25 years of experience in retirement benefits, financial planning and financial education.
Kevin also continues to create and present customized financial planning and preretirement education programs. He talks extensively to audiences nationwide and is regarded as an informative and motivational speaker.
Prior to InFRE, Kevin was co-founder of Balance Financial Services, a Chicago area financial planning and consulting firm. Before founding Balance in 1988, he worked as a consultant for William M. Mercer, Inc. and was responsible for the implementation of compensation and employer provided benefit plans. Kevin was also Director of Marketing for a New Jersey based company specializing in the development and distribution of defined contribution and financial planning programs.
Kevin is recognized as a Certified Financial Planner (CFP®), a Certified Employee Benefits Specialist (CEBS) and a Certified Retirement Counselor (CRC). Kevin earned his MBA in finance from the University of Wisconsin and received his undergraduate degree in finance from Miami University of Ohio. Serving as Treasurer and Executive Board member for the Greater Chicago Chapter of the International Society of Retirement Planners, Kevin played an active role in providing on-going retirement planning education to professional and employer members of this organization.