Consumers Credit Union Financial Advisor Kara Harmsen obtains CRPC® designation for lifestyle retirement planning
Kalamazoo, MICH — Consumers Credit Union is pleased to announce CFS* Financial Advisor Kara Harmsen has received her Chartered Retirement Planning CounselorSM (CRPC®) designation. The training she received allows her a deeper understanding of complex pre- and post-retirement issues. From helping members increase sources of retirement income to guiding them through investments, the continued training gives
Harmsen a broader view of retirement planning resources available at all life stages.
“I believe in lifelong education in business and personal development,” Harmsen says, “and this experience ensures I can provide the best resources to our Consumers members.”
To earn the designation, Harmsen had to successfully complete the specialized program and pass an examination, sign a code of professional ethics and complete a disclosure for attesting to professional conduct.
Harmsen has more than six years of experience in the financial services industry and is securities licensed in Michigan with registrations in Series 6, 7, 63 and 66. She is a graduate of the Eli Broad College of Business at Michigan State University.
*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member INRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. (The Credit Union or Consumers Credit Union) has contracted with CFS to make non-deposit investment products and services available to credit union members. For specific tax advice, please consult a qualified tax professional.