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 Certified Retirement Financial Advisors, Inc. ® Educational Program
(Special Rate - See Training Options menu tab) Certified Retirement Financial Advisor®
| While the entire financial community is focused on working adults, the CRFA® financial advisor training and designation program are focused exclusively on the management of retiree financial assets and the planning of and for retirement. | TO FIND AN ELITE CRFAR ADVISOR, CHECK OUR SEARCH FUNCTION TO THE LEFT IN THE MENU BANNER | | Certified Retirement Financial Advisor, Inc.® (CRFA®)provides retirement oriented financial training for financial advisors. This training is focused specifically on retirement planning, retirement investing and other retirement issues during the distribution period of retirement. | Many retirement financial planning issues are covered in detail: 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 Appropriate use of trusts Advance directives IRD, and elimination of estate tax How to build a low risk equity portfolio for retirees How to build a secure retirement income using fixed income ladders and annuity ladders
| Regardless of any other designations or licenses that your advisor may hold, working with a Certified Retirement Financial Advisor® gives consumers the ability to work with an ethical financial professional with the knowledge to advise retirees on how to preserve and manage their financial assets during the golden years. |
The SOCIETY OF CERTIFIED RETIREMENT FINANCIAL ADVISORSTM grants certification. To learn more about CERTIFICATION, check the menu tab on the left.
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