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Certified Retirement Financial Advisor
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Home
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About
Us
Certified Retirement
Financial Advisor™
Training and Credential
While the entire financial
community is focused on baby boomers, this is the
only financial advisor training and credential focused
exclusively on the management of retiree financial
assets. Over 36 million retirees who control over
70% of US assets are your opportunity. Now, finally,
learn how to serve their financial needs.
The next
Live training will be:
September 10th, 11th, 12th 2008 in Denver CO
Call
888-880-2732 or email us at info@crfa.us for details.
More About the CRFA™ Training
and Designation
Many financial designation programs
exist for financial advisors—CFP®, ChFC, CLU,
CSA—only one financial designation is focused exclusively
on senior financial planning: CRFA™.
You
can learn so many senior financial planning issues in detail
such as:
Retire taxation issues
How to reduce tax
on social security income
The real facts about deductibility
of LTC premiums
Reporting LTC benefits as income
Use of rule 72t and 72q for early retirees
Retirement
distribution planning, which preferred share dividends
qualify for the 15% rate
Four ways to avoid capital
gains tax
The true comparison of tax free bonds
and annuities
1035 and 1031 exchanges and much more
Regarding estate financial planning you learn about:
Appropriate
use of trusts
Advance directives
IRD, and elimination
of estate tax
Regarding investment strategy, you learn:
How
to build a secure retirement income using fixed income
ladders or immediate annuity ladders
How to build
a low risk equity portfolio for retirees.
Regardless
of which insurance or financial designations you
may hold, when you complete the Certified Retirement
Financial Advisor™ designation training, you will be specifically
prepared to advise retirees on how to preserve and
manage their financial assets.
Home | FAQ | Downloads | Continuing
Ed | Credential | CRFA
Marketing Program | Training Options | Articles | About | Contact | Site
Map
© 2008,
Certified Retirement Financial Advisor™ 888-880-2732
inquire@crfa.us
The
Society of Certified Retirement Financial Advisors
is not affiliated with the CFA Institute
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Training | and | credentialing | organization | for | financial | advisors | serving | retirees. |
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http://www.crfa.us
Society of Certified Retirement Financial Advisors 2008 August
dvd rental
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Training and credentialing organization for financial advisors serving retirees.
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