Wealth management advisor earns special designation


Teri Schwartz, an associate wealth management advisor for Greater Horizon Financial Group in Columbus, has earned the Retirement Income Certified Professional designation from The American College in King of Prussia, Pennsylvania.

Candidates for the RICP designation must complete a minimum of three college-level courses and are required to pass a series of two-hour proctored exams. They also must have three years of experience, meet stringent ethics requirements and participate in the college’s continuing education program.

The RICP educational curricula is a complete and comprehensive program available to financial professionals looking to help their clients create sustainable retirement income. The rigorous three-course credential helps master retirement income planning, a key focus area not fully covered in other professional designation programs.

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, RICP provides a wealth of practical information.

Using the most current techniques, RICPs identify retirement income needs and objectives and evaluate a client’s current situation relative to those goals. Individuals who earn RICP can provide expert advice on a broad range of retirement topics, including income needs and objectives, estate issues and other risks to the retirement income planning, Social Security, health insurance and housing decisions and income taxation.

For more than 30 years, Greater Horizon Financial Group has been serving clients through all life stages and their ever-changing needs, helping them navigate their financial lives and protecting their retirement savings.

It has served the Seymour area for 30-plus years and is a member of the Seymour Chamber of Commerce.

For information, visit greaterhorizon.nm.com.

The American College is the nation’s largest nonprofit educational institution devoted to financial services. Holding the highest level of academic accreditation, the college has served as a business partner to banks, brokerage firms, insurance companies and others for more than 88 years. The faculty represents some of the financial services industry’s foremost thought leaders.

For information, visit theamericancollege.edu.

No posts to display