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Chartered Retirement Planning Counselor (SM)

Those who have completed the requisites for the Chartered Retirement Planning Counselor SM are better equipped with knowledge to assist you in your specific retirement planning and future.  The CRPC® designation is held by individuals that have completed the following course modules through the College for Financial Planning: 

                                -    The Retirement Planning Process & Meeting Multiple Financial Objectives

                                -    Sources of Retirement Income

                                -    Personal Savings: Investing for Retirement

                                -    Employer-Sponsored Plans

                                -    Individual Deferred Compensation

                                -    Planning for Incapacity, Disability & Long-Term Care

                                -    When to Retire

                                -    Retirement Plan Distributions

                                -    Asset Management & Investment Strategy During Retirement

                                -    Income Taxes & the Retiree

                                -    Estate Planning


Continuing education as well as other requirements must be met every two years for renewal of the certification. 

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 Securities and Advisory Services offered by J. J. B. Hilliard, W.L. Lyons, LLC, A Registered Broker Dealer and Investment Advisor, Member NYSE / FINRA / SIPC. Trust Services are offered through Hilliard Lyons Trust Company, LLC, an affiliate of J. J. B. Hilliard, W.L. Lyons, LLC. Hilliard Lyons does not offer legal, accounting or tax advice. You should consult your own tax or legal counsel prior to making any decision that may affect your tax or legal situation. To understand how Hilliard Lyons is compensated for its services, please click here.

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