The Society of Certified Retirement Financial Advisors is conducting a training and credentialing program for advisors seeking the CRFA(tm) designation in San Mateo, Calif., June 9-12, 2004. Well-respected expert on seniors and retirees, Larry Klein CPA/PFS and Harvard MBA, and author of "Marketing Financial Services to Seniors" will lead the training sessions.
While the entire financial services industry concentrates on difficult to sell baby boomers, smart advisors go where the money is, the retiree market. Over 35 million retirees control more than 70 percent of the assets in the US and have the desire to get professional advice. Advisors wishing to service this market effectively need specialized training to best meet retiree requirements. Advisors with the CRFA(tm) designation will have instant recognition as financial specialists for retirees and seniors.
Training will include:
-- Retiree-specific tax issues and how to avoid taxation of social security income
-- How to best build a retiree's portfolio for income and tax reduction
-- LTC and related tax issues
-- Advance directives and other related legal considerations
-- Integration of retirement and estate plans
-- Specialized training in marketing to retirees
-- The psychology seniors use to make financial decisions
-- And much more detailed at www.crfa.us
Other attributes to the CRFA(tm) designation include annual continuing education to keep advisors up to date on issues impacting retirees, access to an article archive of more than 300 NASD-reviewed articles that can be used for marketing purposes, and listing on www.retirement-financial-advisor.com. This Web site will be actively marketed as a resource for seniors seeking financial advice.
Larry Klein is the president of NF Communications and The Society of Certified Retirement Financial Advisors, and a CPA/PFS, Harvard MBA and Certified Senior Advisor. Over 12,000 financial professionals use his marketing systems to obtain more and better clients, increase money under management, increase commissions and earn more while working less.
For more information on this specialized training please visit the Web site www.crfa.us or contact Lisa Noble at 800-980-0192 ext. 235.