E3 would like to congratulate Andrea Winterer on earning her newest designation – Retirement Income Certified Professional (RICP®)!
Through the completion of this course Andrea gained increased knowledge in:
• Creating effective retirement income plans
• Identifying retirement income needs and objectives and evaluating client’s progress towards these goals
• Choosing appropriate strategies for monetizing assets over retirement
• Helping clients determine optimal Social Security strategies
• Selecting a method for funding long term care needs
• Creating and managing retirement income portfolios appropriate for each client’s individual situation
Please contact the office if you have any questions.