Nancy Scott Earns Retirement Income Certified Professional® (RICP®) Designation
WORCESTER, MA – October 12, 2017 – Bartholomew & Company, a premier wealth management firm with offices in Worcester and Chatham, Massachusetts, announces that Nancy Scott, has earned the Retirement Income Certified Professional® (RICP®) professional designation from The American College, Bryn Mawr, PA. Nancy joined Bartholomew & Company in 2006 and holds Series 7 and 66 securities registrations as a Registered Representative/Investment Advisor Representative of Commonwealth Financial Network®. She is also a licensed life and health insurance agent.
Candidates for the RICP® designation must complete a minimum of three college-level courses and are required to pass a series of two-hour proctored exams. They must also have 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 their clients create sustainable retirement income. The rigorous three-course credential 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.
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 expert 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 www.TheAmericanCollege.edu.
About Bartholomew & Company
Bartholomew & Company has been providing individuals and organizations with financial guidance since 1994. Located at 75 Hitching Post Road, Chatham, MA 02633 and 370 Main Street, Suite 1000, Worcester, MA 01608, the advisors of Bartholomew & Company pride themselves on crafting unique strategies for each client. For more information, please visit www.bartandco.com. Securities and Advisory Services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services offered through CES Insurance Agency.
About Commonwealth Financial Network
Founded in 1979, Commonwealth Financial Network, member FINRA/SIPC, is the nation’s largest privately held independent broker/dealer–RIA, with headquarters in Waltham, Massachusetts, and San Diego, California. The firm supports approximately 1,710 independent advisors nationwide in serving their clients as registered representatives, investment adviser representatives, and registered investment advisers, as well as through hybrid service models. For more information, please visit www.commonwealth.com.