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Resources
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Company Courtenay Shipley 10/22/20 Company Courtenay Shipley 10/22/20

Courtenay Shipley Named to 2020 Financial Times 401 Top Retirement Advisers

Retirement Planology is pleased to announce that Courtenay Shipley has been named to the 2020 edition of the Financial Times 401 Top Retirement Advisers. The list recognizes the top financial advisers who specialize in serving defined contribution (DC) retirement plans across the U.S.

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Company Courtenay Shipley 10/10/19 Company Courtenay Shipley 10/10/19

Courtenay Shipley Named to 2019 Financial Times 401 Top Retirement Advisers

Retirement Planology is pleased to announce that Courtenay Shipley has been named to the 2019 edition of the Financial Times 401 Top Retirement Advisers.

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Company Courtenay Shipley 12/20/18 Company Courtenay Shipley 12/20/18

Retirement Planology CEO Courtenay Shipley Named One Of NAPA’s 2019 Top Retirement Plan Advisors Under 40, A.K.A. “Young Guns”

Retirement Planology CEO Courtenay Shipley has been named one of NAPA’s 2019 Top Retirement Plan Advisors Under 40, a.k.a. “young guns”

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Company Courtenay Shipley 11/30/18 Company Courtenay Shipley 11/30/18

Retirement Planology CEO Courtenay Shipley Named Top Women Advisor All-Star By The National Association of Plan Advisors for 2018

The National Association of Plan Advisors (NAPA) is pleased to announce its inaugural list of Top Women Advisors. Our own Chief Planologist is among the ranks!

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Company Courtenay Shipley 9/27/18 Company Courtenay Shipley 9/27/18

Retirement Planology CEO Courtenay Shipley Named to 2018 Financial Times 401 Top Retirement Advisers

Retirement Planology is pleased to announce that our Chief Planologist, Courtenay Shipley has again been named to the 2018 edition of the Financial Times 401 Top Retirement Advisers.

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Company Courtenay Shipley 7/26/18 Company Courtenay Shipley 7/26/18

Retirement Planology CEO, Courtenay Shipley, Named as Delegate to NAPA DC Fly-In Forum

Courtenay Shipley of Retirement Planology recently participated as a delegate to the National Association of Plan Advisors’ (NAPA) Annual DC Fly-In Forum, an exclusive gathering of the nation’s leading retirement plan advisors.

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Company Courtenay Shipley 1/9/18 Company Courtenay Shipley 1/9/18

Retirement Planology CEO Courtenay Shipley named one of NAPA’s 2018 Top Retirement Plan Advisors Under 40, a.k.a. “young guns”

Retirement Planology CEO Courtenay Shipley has been named one of NAPA’s 2018 Top Retirement Plan Advisors Under 40, a.k.a. “young guns.”

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Company Courtenay Shipley 12/21/17 Company Courtenay Shipley 12/21/17

Retirement Planology CEO Courtenay Shipley named a Top Woman Advisor All-Star by the National Association of Plan Advisors

It is our pleasure and privilege to announce that our CEO Courtenay Shipley has been selected as one of NAPA’s 2017 Top Women Advisors, specifically as an “All-Star”.

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Company Courtenay Shipley 9/27/17 Company Courtenay Shipley 9/27/17

Retirement Planology Named to 2017 Financial Times 401 Top Retirement Plan Advisers

Retirement Planology is pleased to announce that it has been named to the 2017 edition of the Financial Times 401 Top Retirement Plan Advisers. The list recognizes the top financial advisers who specialize in serving defined contribution (DC) retirement plans.

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Company Courtenay Shipley 9/15/16 Company Courtenay Shipley 9/15/16

Retirement Planology Named to 2016 Financial Times 401 Top Retirement Plan Advisers

We’re pleased to announce that Retirement Planology has been named to the 2016 edition of the Financial Times 401 Top Retirement Plan Advisers.

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