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Courtenay Shipley – Retirement Planology, Inc.

By January 25, 2021February 14th, 2021No Comments

Courtenay Shipley

Retirement Planology, Inc.
Retirement Planology, Inc.

Type of Business

Consulting and Investment Advisory

Company Description

When growing organizations need assistance with their employee retirement plan, they come to us. Retirement Planology is a consulting and investment advisory firm that navigates organizations to smart decisions on their employee retirement plan. Plans are complicated and highly regulated at every twist and turn. As your navigator and investment fiduciary, we help map out investment decisions, hiring providers, plan features, engaging employees, and taking work off the plan sponsor’s plate. Rely on us to keep the plan in alignment with your organization’s goals.

When & Why I joined NAWBO

In 2012 I moved to the DC area and NAWBO was my first stop. I knew that it was the shortest way to get connected and find my like-minded people!