We are proud to announce Kimberly Houston, CFP®, CRPC® as the newest Chartered Retirement Planning Counselor on the Kaydan Wealth Management team!
The Chartered Retirement Planning CounselorSM (CRPC®) designation signifies to the public and industry regulators that the CRPC® designee is in compliance with continuing education requirements and adheres to rigorous ethical standards. CRPC® is also recognized as the industry-benchmark for retirement planning credentials. Did you know all of the Wealth Advisors at Kaydan Wealth Management are CFP® and CRPC® designees?! Go, team!
Already a CERTIFIED FINANCIAL PLANNERTM, Kimberly added the CRPC® designation to her skillset to offer more comprehensive retirement advice to Kaydan Wealth Management clients. CRPC® designees have in-depth knowledge of the entire retirement planning process (pre- and post-retirement) as well as issues related to asset management and estate planning. The CRPC® program specifically focuses on:
- Meeting multiple financial objectives
- Sources of retirement income
- Personal savings
- Employer-sponsored retirement plans
- Income taxes
- Retirement cash flow
- Asset management
- Estate planning
- And more.
CRPC® is a professional financial planning designation awarded by the College for Financial Planning. Individuals may earn the CRPC® designation by successfully completing a study program and passing a final examination. Every two years, CRPC® designees must complete 16 hours of continuing education and pay a small fee to continue using the designation.
Learn more about how Kimberly can help with your retirement plans by booking an appointment with her today!
Congratulations, Kimberly!