On September 11th, 2018, WealthConductor Co-Founders Sheryl O’Connor and Phil Lubinski traveled to The American College of Financial Services and spent the day recording video content for use in the Retirement Income Certified Professional (RICP)® designation curriculum.
This trip represented a unique opportunity for the time-segmented income methodology and the IncomeConductor platform to be shared with the bright, ambitious advisors pursuing continuing education and excellence in their field. The video series is broken into several digestible parts, which cover the need in the marketplace for time-segmentation, how to understand and implement it with clients, and culminates with several case studies.
We know that these sessions will help illuminate the work that IncomeConductor has done in building our program, as well as the decades of experience that Phil has in starting, building and transitioning a successful practice around retirement income. Stay tuned for their release.
The American College of Financial Services is a nonprofit educational institution with the highest level of academic accreditation, dedicated to creating leaders within the financial services profession through superior instruction. The College is distinguished by resources of the highest quality, innovation in program delivery and design, and proven results that create sustainable advantages for our students.
RICP® prepares you to help clients obtain a secure retirement. This designation equips advisors with the knowledge to effectively manage the transition from asset accumulation during a client’s working years to asset decumulation in retirement. RICP® enables the advisor to demonstrate tremendous value by delivering smart strategies for creating secure, sustainable income for a client’s retirement.
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