Financial advisor Donna Hollenbeck of the financial services firm Edward Jones in Bradford has achieved the professional designation of Chartered Retirement Planning Counselor®.
Hollenbeck successfully completed the Chartered Retirement Planning Counselor, or CRPC®, Professional Education Program from the Denver-based College for Financial Planning. Those who complete the 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.