COLDWATER, MI (WTVB) – Financial Advisor Allison O’Connell of Edward Jones in Coldwater has received the Chartered Retirement Plans Specialist(TM) designation through the College for Financial Planning®.
The training program provides specific education on retirement plans for businesses and their employees.
Study topics include participant-directed retirement plans, retirement plan types for small-business owners, retirement plan implementation, working with participants and Relevant regulatory issues for financial advisors
O’Connell and her Branch Office Administrator Lindsey Estlow can be reached at (517) 279-0541.
You can also visit O’Connells’ website at edwardjones.com/allison-o’connell.
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