As of November 11th, 2016 – The Retirement Advisor University has credentialed Nathan Schleicher as a Certified 401(k) Professional – who holds the C(k)P® Designation, which represents a distinguished achievement for the professional Retirement Plan Advisor.
The C(k)P® or Certified 401(k) Professional Designation is administered by The Retirement Advisor University in collaboration with UCLA Anderson School of Management Executive Education. Holders of the C(k)P® Designation are expected to maintain a high degree of knowledge and ability in the following areas:
- Technical Competence
- Optimizing Plan Outcomes
- Business Management
We are also proud to announce that Nathan is the only Certified 401(k) Professional currently practicing in the Fox Cities and one of two professionals north of Madison/Milwaukee.
As of January 9th, 2017 – Matthew Krenke, CFP® has been authorized by the Certified Financial Planning Board of Standards to use the CERTIFIED FINANCIAL PLANNING™ and CFP® certification marks in accordance with CFP Board certification and renewal requirements.
The CFP® mark identifies that Matthew has met the rigorous experience and ethical requirements of the CFP Board, has successfully completed financial planning coursework and has passed the CFP® Certification Examination covering the following areas:
- Financial Planning Process
- Risk Management
- Tax Planning & Management
- Retirement & Employee Benefits
- Estate Planning
ASC Wealth and Retirement Advisors is a comprehensive wealth management and business retirement planning firm that specializes in helping healthcare professionals and business owners build better tomorrows. We believe these designations will continue to enhance the four core values that ASC was built on for years to come: Service-Simplicity-Teamwork-Expertise
Visit us at ascwealth.com or like us on Facebook.