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Chad Neumann

Sr. Training Consultant


Chad Neumann has been in the financial services industry for over 20 years. During this time he has designed and delivered IRA training to financial organizations across the country. His expertise includes Traditional and Roth IRAs, Coverdell education savings accounts, health savings accounts, and SEP and SIMPLE IRA Plans. He leads the analysis, design, development, implementation, and evaluation of IRA Institute and IRA Institute Online. He has also been instrumental in leading the development of video training. His retirement learning videos have been honored with a 2021 Apex Award and a Gold at the 2020 MarCom Awards.