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Boca Raton News


Date ArticleType
10/9/2018 General
Philip Piedt Earns Retirement Income


Boca Raton, FL – Philip Piedt, CFP® and Partner at Benchmark Financial, a strategic affiliate of Daszkal Bolton, has earned the Retirement Income Certified Professional® (RICP®) designation from The American College of Financial Services, Bryn Mawr, PA.

Candidates for the RICP® designation must complete three advanced-level courses and are required to pass a series of proctored exams. They must also have a minimum three years of experience, meet stringent ethics requirements, and participate in The College's continuing education program.

The RICP® educational curricula is the most complete and comprehensive program available to professional financial advisors looking to help clients create sustainable retirement income. The rigorous program helps advisors master retirement income planning, a key focus area not fully covered in other professional designation programs. From retirement portfolio management techniques and mitigation of plan risks to the proper use of annuities, employer-sponsored benefits and determining the best Social Security claiming age, the RICP® provides a wealth of practical information for advisors looking to fully serve their aging clients.

Using the most current techniques, RICP®s identify retirement income needs and objectives and evaluate a client's current situation relative to those goals. Individuals who earn a RICP® can provide competent advice on a broad range of retirement topics including income needs and objectives, estate issues, and other risks to the retirement income planning, Social Security, health insurance and housing decisions, and income taxation.
The American College is the nation's largest non-profit educational institution devoted to financial services. Holding the highest level of academic accreditation, The College has served as a valued business partner to banks, brokerage firms, insurance companies and others for over 86 years. The American College's faculty represents some of the financial services industry's foremost thought leaders. For more information, visit TheAmericanCollege.edu

Benchmark Financial Wealth Advisors is an independent SEC Registered Investment Advisor helping people in reaching their goals and integrating, organizing and simplifying their financial lives.
Individuals, families and business owners receive:
• A fiduciary that has a legal duty to act in your best interest
• An advocate who provides independent and objective advice
• Comprehensive services for investment management, financial planning and qualified retirement planning
• Counsel on an ongoing basis for all aspects of their finances
For questions related to your specific retirement income planning needs,
please contact Philip at (561) 416-2992 or [email protected]