Financial planner earns new credential
April 2, 2014
EAGLE — Kenneth A. Armstrong, a wealth management adviser with Northwestern Mutual, has earned the “Retirement Income Certified Professional” professional designation from The American College in Bryn Mawr, Penn.
Candidates for the Retirement Income Certified Professional designation must complete a minimum of three college-level courses and are required to pass a series of two-hour proctored exams. They must also have three years of experience, meet stringent ethics requirements and participate in The College’s continuing education program.
The educational curricula of the program is the most complete and comprehensive program available to professional financial advisers looking to help their clients create sustainable retirement income. The three-course credential helps advisers master retirement income planning. From retirement portfolio management techniques and mitigation of plan risks to the proper use of annuities, employer-sponsored benefits and determining the best Social Security claiming age, the Retirement Income Certified Professional provides much practical information for advisers.
Using the most current techniques, Retirement Income Certified Professionals identify retirement income needs and objectives and evaluate a client’s current situation relative to those goals. Individuals who earn the certification can provide expert advice on a broad range of retirement topics including income needs and wants, estate issues, other risks in retirement such as long-term care, Social Security, health insurance, housing decisions and income taxation.
Armstrong has been with Northwestern Mutual in the Vail Valley since 1998 and provides investment management, retirement income, insurance, estate and financial planning services to clients both locally and nationally.
For more, call 970-328-7526.