CHARTED RETIREMENT PLANNING COUNSELORsm  CRPC® ACCREDITED WEALTH MANAGMENT ADVISORsm   AWMA® 

   

           

                

The Chartered Retirement Panning Counselorsm CRPC® designation is granted by the College for Financial Planning after the completion of the Chartered Retirement Planning Counselorsm Program and successfully passing the CRPC® exam.   It is widely recognized within the financial services industry, and equips financial planning professionals with the specialized knowledge and skills necessary to guide their clients through a smooth transition into retirement.  Michelle Lenzmeier Keates was granted the Chartered Retirement Planning Counselorsm  CRPC® professional designation in 2011. 

The CRPC® curriculum provides designees with in-depth knowledge of pre-and post-retirement considerations – from maximizing retirement income to investing to enhance the longevity of assets.  A Financial Advisor with a CRPC® designation is prepared to help their clients save for retirement, determine an optimal retirement age, implement a comprehensive retirement plan and re-evaluate goals on an ongoing basis to make sure they remain on track.

“With close to 70 million baby boomers about to enter the next stage of their lives, I understand that many of my clients will fall into this category,” said Michelle Lenzmeier Keates.  “And with so many factors beyond our control – such as ever-changing estate tax laws, uncertainty surrounding social security and unpredictable financial markets – the CRPC® course prepared me to tackle all of the factors that we can control.”

Michelle continues, “I want my clients to spend their retirement confident in their financial security so they can enjoy the life and lifestyle that their working days helped to make possible.  By furthering my education in retirement planning, my clients should find comfort in knowing that I am dedicated to ensuring that their assets continue working long after they do.”

Some of the course topics include the Retirement Planning Process & Meeting Multiple Financial Objectives, Sources of Retirement Income, Personal Savings: Investing for Retirement, Employer-Sponsored Plans, Individual Deferred Compensation, Planning for Incapacity, Disability & Long-Term Care, When to Retire, Retirement Plan Distributions, Asset Management & Investment Strategy During Retirement, Income Taxes & The Retiree, Estate Planning, Retirement Cash Flow Considerations. 

About the College for Financial Planning

The College for Financial Planning® is the country’s oldest and most widely respected provider of financial planning education.  Since 1972, the College has been the premier provider of financial services education and has delivered the highest quality educational programs, courses, and materials to financial services professionals.  Today more than 100,000 graduates continue to excel in their professions and are consistently cited as some of the best advisors in the country.  The College for Financial Planning is accredited by the Higher Learning Commission and is a member of the North Central Association.  Its distance learning courses for adults are provided in self-study and instructor-led formats. 
 

The Chartered Retirement Planning Counselorsm CRPC® designation is granted by the College for Financial Planning after the completion of the Chartered Retirement Planning Counselorsm Program and successfully passing the CRPC® exam.   It is widely recognized within the financial services industry, and equips financial planning professionals with the specialized knowledge and skills necessary to guide their clients through a smooth transition into retirement.  Michelle Lenzmeier Keates was granted the Chartered Retirement Planning Counselorsm  CRPC® professional designation in 2011. 

The CRPC® curriculum provides designees with in-depth knowledge of pre-and post-retirement considerations – from maximizing retirement income to investing to enhance the longevity of assets.  A Financial Advisor with a CRPC® designation is prepared to help their clients save for retirement, determine an optimal retirement age, implement a comprehensive retirement plan and re-evaluate goals on an ongoing basis to make sure they remain on track.

“With close to 70 million baby boomers about to enter the next stage of their lives, I understand that many of my clients will fall into this category,” said Michelle Lenzmeier Keates.  “And with so many factors beyond our control – such as ever-changing estate tax laws, uncertainty surrounding social security and unpredictable financial markets – the CRPC® course prepared me to tackle all of the factors that we can control.”

Michelle continues, “I want my clients to spend their retirement confident in their financial security so they can enjoy the life and lifestyle that their working days helped to make possible.  By furthering my education in retirement planning, my clients should find comfort in knowing that I am dedicated to ensuring that their assets continue working long after they do.”

Some of the course topics include the Retirement Planning Process & Meeting Multiple Financial Objectives, Sources of Retirement Income, Personal Savings: Investing for Retirement, Employer-Sponsored Plans, Individual Deferred Compensation, Planning for Incapacity, Disability & Long-Term Care, When to Retire, Retirement Plan Distributions, Asset Management & Investment Strategy During Retirement, Income Taxes & The Retiree, Estate Planning, Retirement Cash Flow Considerations. 

About the College for Financial Planning

The College for Financial Planning® is the country’s oldest and most widely respected provider of financial planning education.  Since 1972, the College has been the premier provider of financial services education and has delivered the highest quality educational programs, courses, and materials to financial services professionals.  Today more than 100,000 graduates continue to excel in their professions and are consistently cited as some of the best advisors in the country.  The College for Financial Planning is accredited by the Higher Learning Commission and is a member of the North Central Association.  Its distance learning courses for adults are provided in self-study and instructor-led formats.