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September 3, 2020

Congratulations to Sarah Strickland: Carroll Financial’s Newest RICP®

We are excited to announce that Sarah Strickland recently took courses and passed the exam for the Retirement Income Certified Professional® designation. She is now one of two advisors at Carroll Financial who hold this designation. 

The RICP® designation is offered and issued by The American College and covers a wide range of topics related to retirement income planning including:

  • Social Security claiming
  • Evaluating and addressing risks faced in retirement financial planning
  • Choosing distributions from employer sponsored retirement financial plans
  • Medicare and other health insurance choices
  • Planning for long-term care needs
  • Choosing appropriate housing Retirement income tax and legacy planning

 

Please join us in congratulating Sarah on this accomplishment!

Awards & Recognition, Carroll Financial

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