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Financial Planning Information

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Supporting Organizations

FPA

The purpose of the FPA is to exchange idea's between Financial Planners, CPA's, Bank Trust Officers, Attorneys etc. to build the most current and beneficial approaches to Financial Planning. Bob has headed up the Southern Tier Member Center for over 6 years, coordinating meetings and information exchanges between Corning-Elmira, Ithaca, Binghamton, Rochester, Syracuse, Buffalo and into Pennsylvania as far south as Scranton.

To learn more click on:

www.nyfpa.org - New York Western Chapter

www.fpanet.org - National FPA website




Supporting OrganizationsChartered Federal Employee Benefits Consultant (ChFEBC)

The ChFEBCSM course and designation was created by the Snow-Cap Agency to help professionals (financial planners, investment advisors, accountants, insurance agents, etc.) better understand the retirement needs of federal employees. Due to the constant change in federal benefits, this is a complicated market to work with, and the more knowledge a professional has about federal employee benefits, the better they are equipped to assist their clients with Federal Employee Benefits.

Very few professionals understand the federal employee and their unique benefits programs. Professionals who have passed the rigorous course material and have become certified earn the designation of Chartered Federal Employee Benefits Consultant and are certified as knowledgeable in the federal employee market.

For more information click on the links below:
http://federaldaily.com/ChFEBC/ChFEBC_disclaimer.htm
http://www.snow-cap.com/cfebs.html



Supporting OrganizationsCertified for Long Term Care (CLTC)

The Corporation for Long-Term Care Certification, Inc. (CLTCC) has created the long-term care insurance industry's only third party professional designation, "Certified in Long-Term Care" (CLTC). The quality of the program is evidenced in the granting of continuing education credits by all states.

The program was created by Attorney Harley Gordon, a founding member of the National Academy of Elder Law Attorneys in conjunction with leading experts in the field of aging. The CLTC course reflects the nature of long-term care which is a continuum of care, housing and services people will need when they live a long life. Students are provided the information and training needed to offer guidance to families on a range of issues including home care, assisted living, nursing homes, social services, taxes, law and most important, and what will pay for these resources.

The goal is to help clients solve a client's long-term care needs, not to sell products. The CLTC program is third party - they are not affiliated with or funded by any insurance company. Our concern is for our graduates and their clients.

For more information click on:
http://www.ltc-cltc.com/consumers/choosing.html



Life Underwriter Training Council Fellow (LUTCF) (insurance)

The LUTCF designation signifies the applicant has completed a series of courses, passed exams and has a professional understanding of life insurance applications to solve a myriad of financial needs i.e. personal survivors needs, college protection, estate planning business planning and more. The LUTCF designation assures you are working with a qualified professional that understands your needs.Go to Top

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