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TODD BECKMANN EARNS RETIREMENT INCOME CERTIFIED PROFESSIONAL® (RICP®) DESIGNATION

TODD BECKMANN EARNS RETIREMENT INCOME CERTIFIED PROFESSIONAL® (RICP®) DESIGNATION

July 08, 2019
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San Diego, CA July 8th, 2019 – The Advisors at Well-Traveled Wealth are committed to continually expanding their education in an effort to offer the best possible guidance to their clients. Today we are excited to announce that Todd Beckmann, Partner and Financial Advisor at Well-Traveled Wealth has earned the Retirement Income Certified Professional® (RICP®) designation from The American College of Financial Services. Using the most current retirement portfolio management techniques, the RICP® advisor helps to identify retirement income needs and objectives relative to the client’s lifestyle goals in retirement. Individuals who earn an RICP® designation can provide knowledgeable advice on a broad range of retirement topics including the proper use of annuities, mitigation of risks to retirement income planning, estate issues, Social Security, health insurance, housing decisions, and income taxation.

Candidates for the RICP® designation must complete a minimum of three college-level courses and are required to pass a series of two-hour proctored exams. They must also have three years of professional experience, meet stringent ethics requirements, and participate in continuing education to maintain professional recertification. The RICP® educational curricula is one of the most complete and comprehensive programs available to financial advisors whose goal is to help their clients create sustainable retirement income. The rigorous three-course credential helps advisors master the retirement income planning focus area that is not fully covered in other professional designation programs.

About Well-Traveled Wealth

Well-Traveled Wealth is a wealth empowerment firm in San Diego, California founded by Todd and Yesenia Beckmann. With a belief in an understandable, practical approach to financial planning, the advisors of the firm see wealth as a catalyst for all the amazing experiences life has to offer. Well-Traveled Wealth is committed to providing superior financial planning services and investment management through client collaboration, education, and experience. As an independent financial planning practice, advisors take a customized approach to developing solutions for clients. The team operates on a foundation of transparency and places the client’s best interests first, to strategically align with individual objectives and life goals.

About The American College of Financial Services

The American College of Financial Services was founded in 1927 and is the nation’s largest nonprofit educational institution devoted to financial services. Holding the highest level of academic accreditation, The College has educated one in five financial advisors across the United States and offers prestigious financial planning designations such as the Retirement Income Certified Professional (RICP®), Chartered Life Underwriter (CLU®), Chartered Financial Consultant (ChFC®), Wealth Management Certified Professional® (WMCP®), and education leading to the Certified Financial Planner (CFP®) certification. The College’s faculty represents some of the foremost thought leaders of the financial services profession. For more information, visit TheAmericanCollege.edu