Learn more about Moe, read his testimonial and learn why his CPWA® & RMA® Certifications bring more than just knowledge, confidence and success:
Retirement Management Advisor (RMA®) Certification
Estate plan prepared by the client's attorney did not consider critical factors
of the client's situation.
"I accompanied the client and her spouse to an estate planning attorney
appointment so they could begin putting an estate plan in place that they had been
lacking. The estate planning attorney presented a document to my clients drawing
out an estate plan, with diagrams pointing to where certain assets should go, types
of documents needed, titles of accounts & trusts, etc. My clients studied the
document and were ready to approve the beginning of the drafting of the final
documents. Fortunately, the clients slid the document over to me and asked, 'what
do you think?’ I reviewed the document and noticed relatively quickly that the
client's current age defined benefits lump sum amount of > $3MM had not even been considered in this estate plan presented. My knowledge of the client, inter-workings of the company retirement plans, and estate-planning training prevented the wrong estate plan for my clients from being drafted. The RMA® has allowed me to confidently discuss, plan for, sync and execute retirement and estate plans for my
clients. Because I know my clients and their goals, the skill sets I've gained through
certification gives me the perfect background to work closely with the client's estate
planning attorney and CPA® to provide the client's precisely what they need."
Learn more about the Retirement Management Advisor® (RMA®) Certification here.
"The RMA® has allowed me to confidently discuss, plan for, sync and execute retirement and estate plans for my clients. Because I know my clients and their goals, the skill sets I've gained through
certification gives me the perfect background to work closely with the client's estate planning attorney and CPA® to provide the client's precisely what they need."
