 Certified Retirement Financial Advisor Inc. is an educational program accredited by MidAmerica Christian University. | | While the entire financial community is focused on working adults, the CRFA® educational program provides retirement oriented financial training for financial advisors. This program is focused specifically on retirement planning, retirement investing and other retirement issues during the distribution period of retirement. | TO FIND AN ELITE CRFA® ADVISOR, CHECK OUR SEARCH FUNCTION TO THE LEFT IN THE MENU BANNER | CRFA has made application to NCCA for Accreditation of our proctored testing process and our Certification. We have engaged SMT to assist with the psychometric evidence and to correct any other deficiencies that they identify. We are currently scheduling the rollout of our new test format October 15, 2010. Due to the steps required to meet the psychometric process, we will reapply to meet the January 31, 2011 deadline. | FREE WEBINARS FOR MEMBERS - Please invite your friends To view previous Webinar presentations or take the CE exam, please go to the Resources tab on the Graduate Login page. 2010 Schedule: All Webinars are held at 4:00 p.m. Eastern Time (3:00 Central, 2:00 Mountain and 1:00 Pacific) September 16 - Join us for an educational webinar. Due to audio problems, Richard Emmons will repeat An Estate Planning Simplified Webinar - The webinar has been updated to focus on helping advisors explain estate planning using simple language. It is based on a proved and successful public seminar presentation focused on the 3 main problems of estate planning: Probate, Conservatorship, and Estate Taxes. After the webinar a test will be available on the website under Graduate Login-Resources tab. September 23 Regal Settlement Group will present a webinar on life settlements. This will be an educational webinar with 1 unit of CE. October 14 Alan Smith of Folio Institutional group will present an educational webinar with 1 unit of CE. Jack Mercica, a CRFA member, has recommend this group and their portfolios. October 21 is an open date. November 11 Folio Institutional group will present a practice enhancement webinar. This webinar is desigined to help you serve your clients and grow your firm. Jack Mercica has used one of their recommendations and is very happy with their product. | Many retirement financial planning issues are covered in detail in our training material. Is your advisor trained in the following areas? Retirement 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-and the dangers 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 ADVISORS® grants certification. To learn more about our CERTIFICATION click on the menu tab on the left.
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