The Institute of Business and Finance (IBF) recently awarded Ann Marie with the only nationally recognized retirement designation, CIS™(Certified Income Specialist™). This graduate-level designation is conferred upon candidates who complete a one-year educational program focusing on fixed-income instruments, retirement and financial planning, taxes, Social Security, withdrawal plans, stretch IRAs, and reverse mortgages. The additional education will help her in designing retirement income strategies for her clients.
Ann Marie Awarded CIS™(Certified Income Specialist Designation
July 10, 2014