This is a paid release.
Bluegrass Wealth Advisors is proud to announce that James Phelps, CRPC™, Senior Financial Advisor, has been authorized by the College for Financial Planning®—a Kaplan Company to use the Chartered Retirement Planning Counselor™ certification mark in accordance with the requirements of successful completion of the professional designation program. The Chartered Retirement Planning Counselor™ and CRPC™ certification marks identify those individuals who have successfully completed coursework to offer more comprehensive retirement advice to individual clients and define a “road map to retirement”, enabling them to focus on clients’ pre- and post-retirement needs, as well as issues related to asset management and estate planning. CRPC™ professionals agree to meet ongoing continuing education requirements and compliance to standards of professional conduct to maintain continued use of the designation.
