The Importance of financial Accreditations for and Advosor
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The Importance of financial Accreditations for and Advosor
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Jimmy Lin and co-host Doug Turnbull discuss why credits or distinctions after advisors’ names are incredibly important. Jimmy notes some reasons why, including the significance of planning for the potential decades of one’s retirement. Jimmy breaks down what CFPs and EAs are, why he has those credits, and the rigors each one takes to be acquired. He also discusses an accreditation that he thinks can be confusing. And Jimmy talks about gearing up for another hot Vegas summer.
If you want to begin the conversation on helping turn your retirement savings into income, preserving your retirement assets, and optimizing your taxes throughout retirement, click here to set up a free meeting with Jimmy & the team or call 702-805-7000.
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