OELWEIN — Financial Advisor Katy Solsma Bell of the financial services firm Edward Jones in Oelwein, has achieved the professional designation of Chartered Retirement Planning Counselor®.
Katy Solsma Bell 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.
Edward Jones, a Fortune 500 company headquartered in St. Louis, provides financial services in the U.S. and, through its affiliate, in Canada. Every aspect of the firm’s business, from the investments offered to the location of branch offices, caters to individual investors. The firm’s 19,000-plus financial advisors serve more than 7 million clients with a total of $1.5 trillion in client assets under care. Visit edwardjones.com or the recruiting website at careers.edwardjones.com. Member SIPC.