More than 5000 retirement professionals have earned the Certified Retirement Counselor® (CRC®) certification conferred by the International Foundation for Retirement Education (InFRE). Amanda M. Homan of Moorman, Harting Financial Services, Ltd., in Celina, OH, is the most recent recipient of this certification.
Mandy is the Financial Services Manager at the firm and serves as a Financial Advisor / Tax Preparer since joining the firm in 2010. Mandy specializes in assisting individual clients through the multiple facets of wealthcare management, servicing of pension plans and tax preparation services for individuals. Mandy is a graduate of Marion Local High School & Bowling Green State University. Her credentials, including the Accredited Investment Fiduciary (AIF®), Certified Plan Fiduciary Advisor (CPFA™), and National Social Security Advisor (NSSA®) designations, demonstrate a strong commitment to fiduciary excellence and specialized expertise in retirement & social security planning.
Since 1955, we have relied on our reputation of excellence and continued education to give each of our clients the same dedicated financial advice they deserve. By Combining tax, accounting & wealth management in one firm, our approach ensures every part of a client’s life is aligned to meet their goals.
Earning the CRC® typically requires 75 to 100 hours of preparation before sitting for a four-hour exam. In addition, certificants must meet specific education and experience requirements. Each certificant must also adhere to the CRC® Code of Ethics and commit to 15 hours of annual continuing education.
The CRC® program uniquely enhances a professional’s understanding of retirement planning concepts and principles, while demonstrating their commitment to the retirement planning profession. The CRC® certification is accredited by the National Commission for Certifying Agencies (NCCA). Independent third-party “program” accreditation signifies that CRC® certificants are an elite group of qualified retirement professionals among the array of retirement-related designations available today.
InFRE, is a 501(c)(3) non-profit education organization devoted to raising the retirement readiness of the American worker. Since 1997, InFRE has accomplished this mission by operating as a highly respected independent and objective educational resource for retirement planning focused professionals.
For more information about retirement services provided through Moorman, Harting Financial Services, Ltd. visit our website at www.moormanharting.com.