Joshua Kehm Achieves CRPC® Designation

Insurance Specialist Now Qualified to Help Clients Plan and Prepare for Retirement

Aug 11, 2015, 18:06 ET from Active Money Management, Inc.

PHOENIX, Aug. 11, 2015 /PRNewswire/ -- Joshua Kehm, Active Money Management, Inc., Phoenix, AZ, has achieved Chartered Retirement Planning Counselor designation from the College for Financial Planning in Centennial, CO.

The designation allows Mr. Kehm to counsel clients on pre and post retirement issues and help them maximize resources of retirement income. He also specializes in insurance, fixed annuities and Social Security planning.

The CRPC® program teaches students how to assess a client's long-term planning situation and needs  and then evaluate retirement options and make appropriate recommendations.  Also, with this training, designees can give their clients advice on planning for health care, asset management, beneficiary designations, tax considerations, estate planning and more. To be entitled to use the CRPC® mark, candidates must successfully complete the specialized program and pass a rigorous examination, sign a code of professional ethics, and complete a disclosure form attesting to their professional conduct.

The Chartered Retirement Planning Counselor program provides CRPC® students with a graduate-level curriculum that focuses exclusively on retirement planning.  All CRPC® designees must commit to ongoing continuing education to ensure that they receive up-to-date information about current issues impacting the area of retirement planning.

For more information about the CRPC® designee program, go to www.cffpdesignations.com.

 

SOURCE Active Money Management, Inc.



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