Contact: Mark D. Berghuis
262-551-8089
Mark D. Berghuis of the financial services firm Edward Jones in Kenosha, WI has achieved the professional designation of Chartered Retirement Planning Counselor®.
Berghuis successfully 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.
Edward Jones, a Fortune 500 company, provides financial services for individual investors in the United States and, through its affiliate, in Canada. Every aspect of the firm’s business, from the types of investment options offered to the location of branch offices, is designed to cater to individual investors in the communities in which they live and work. The firm’s 13,000-plus financial advisors work directly with nearly 7 million clients to understand their personal goals — from college savings to retirement — and create long-term investment solutions that emphasize a well-balanced portfolio, diversified portfolio. Edward Jones embraces the importance of building long-term, face-to-face relationships with clients, helping them to understand and make sense of the investment options available today.
Headquartered in St. Louis, Edward Jones ranked No. 4 overall in FORTUNE magazine’s 2014 100 Best Companies to Work For ranking. Visit our website at www.edwardjones.com and our recruiting website at www.careers.edwardjones.com. Follow us on Twitter @EdwardJones. Member SIPC. FORTUNE and Time Inc. are not affiliated with and do not endorse Edward Jones products or services.
