Kay Clifton recently achieved the professional designation of chartered retirement planning counselor.
Those who complete the CRPC professional education program, pass a final exam and sign a code of ethics and disclosure form earn the CRPC designation.
This advanced training program focuses on the pre- and post-retirement needs of individuals. Study topics include principles of retirement planning, sources of retirement income, employer-sponsored plans, deferred compensation plans, plan distributions, investment strategies during retirement and planning for incapacity, disability and long-term care.
Clifton currently serves as a financial advisor at the financial services firm Edward Jones.
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