Planning for retirement at any stage of your life means analyzing your needs and wants and evaluating them according to what your financial situation will allow. From there, you’ll need up-to-date information to plan a retirement that will let you consistently maintain your lifestyle. Preparing for retirement can seem like a monumental task, especially if you’re still on the job or are just now finding out that your preretirement preparations weren’t adequate!
Learn about your options by turning to a professional in retirement planning—a CHARTERED RETIREMENT PLANNING COUNSELORSM or CRPC® designee. CRPC® designees can provide you with an understanding of complex pre- and post-retirement issues. From helping you maximize sources of retirement income to guiding you through investments, a CRPC® designee can effectively help identify and analyze what you should do today to pursue a secure tomorrow.
A CRPC® designee can evaluate your financial status and design the optimal retirement plan for your lifestyle. Get the knowledgeable advice you need on issues such as planning for health care, asset management, beneficiary designations, tax planning considerations, estate planning, and more. A CRPC® designee can even help you determine the best time to retire or assist you in expanding on the plans that you’ve already made.
Continuing Education Credit: All CRPC® designees must sign a commitment to ongoing continuing education to ensure that they receive up-to-date information about current issues impacting the area of retirement planning.
The College for Financial Planning has established a Professional Code of Ethics that sets forth minimum standards of acceptable professional conduct for individuals who are authorized to use the marks.
The College for Financial Planning® is the country’s oldest and most widely respected provider of financial planning education. Since 1972, the College has delivered the highest quality educational programs, courses, and materials to financial services professionals. Today, more than 81,000 graduates continue to excel in their professions and are consistently cited as some of the best advisors in the country.
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