My guest for this episode is Courtenay Shipley. Courtenay is the founder and Chief Planologist of Retirement Planology, a consulting and registered investment advisory firm for corporate-sponsored retirement plans. With a wealth of experience in the retirement plan industry, Courtenay not only offers her clients expertise in investment analysis, plan design, and employee education but also helps them leverage their employee benefits in a way that supports their own business goals.

Courtenay has worked with qualified retirement plans, developed strategies for third-party administrators, and conducted over 10,000 educational meetings. She holds various designations, including Accredited Investment Fiduciary™, Chartered Retirement Plan Specialist, Certified Plan Fiduciary Advisor, and Certified Exit Planning Advisor. She is also the esteemed president of the Retirement Advisor Council, and her outstanding contributions have earned her accolades, such as Top Women Advisor, NAPA Young Gun, and FT Top 401 Advisor.

Here’s what to expect during the episode:

What types of retirement plans are commonly offered by nonprofit organizations?
How do nonprofit organizations typically fund their retirement plans?
Why do individuals choose to neglect or delay participating in retirement plans?
How can nonprofit organizations ensure their retirement plans’ sustainability and long-term success?
How does offering retirement plans impact employee engagement within an organization?

Connect with Courtenay Shipley!

Phone number: 703-595-2829


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Mary’s book is available on Amazon or wherever books are sold: Love Your Board! The Executive Directors’ Guide to Discovering the Sources of Nonprofit Board Troubles and What to Do About Them.

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