RICP® Designation

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.