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Profiling RICs

About the presenters

The Retirement Information Consultants (RICs) are CERTIFIED FINANCIAL PLANNER® or QUALIFIED ASSOCIATE FINANCIAL PLANNER™ professionals with a passion for financial literacy.  They understand that everyone has their personal story and financial knowledge level and apply that to every member interaction.

All members of the team have financial services industry experience which brings a wealth of knowledge about banking, investing, insurance and overall financial wellness to support our members in their financial journey from the beginning to the end of their career and into retirement. 

They share this passion through educational sessions and individual consultations. These services are one of the most popular resources according to member feedback!  Whether presenting at a workshop or having an individual consultation they will address any financial questions a member may have and help them see how to apply it to their own financial journey.