Steinbach Earns CRPC Designation

Marisa Steinbach, Financial Advisor with Forward Investment Services, has achieved Chartered Retirement Planning Counselor designation from the College for Financial Planning in Centennial, Colorado.

The designation allows Marisa to counsel clients on pre and post retirement issues and help them maximize resources of retirement income.

The CRPC^® program teaches students how to assess a client’s long-term planning situation and needs — and then evaluate retirement options and make appropriate recommendations.  Also, with this training, designees can give their clients advice on planning for health care, asset management, beneficiary designations, tax considerations, estate planning and more. To be entitled to use the CRPC^® mark, candidates must successfully complete the specialized program and pass a rigorous examination, sign a code of professional ethics, and complete a disclosure form attesting to their professional conduct.

The Chartered Retirement Planning Counselor program provides CRPC^® students with a graduate-level curriculum that focuses exclusively on retirement planning.  All CRPC^® designees must commit to ongoing continuing education to ensure that they receive up-to-date information about current issues impacting the area of retirement planning.

“Everyone at Forward is proud of Marisa’s achievement,” commented Scott Wucherpfennig, Financial Advisor with Forward Investment Services. “This designation represents the investment in time and education that she has made to provide the best guidance and service to her clients.”

Marisa has been working in the financial planning field since 2008 and currently holds her Series 7, Series 66, Accident, Health, and Life Insurance licenses. 
 
For more information about the CRPC^® designee program, go to www.cffpdesignations.com.

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