Bartels, Oberg receive designation
Financial Advisors Jeremy Bartels of the financial services firm Edward Jones in Marinette, and Justin Oberg of Edward Jones in Peshtigo have achieved the professional designation of Chartered Retirement Planning Counselor®.
Bartels and Oberg 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.