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DAVID B. SHORT EARNS RETIREMENT INCOME CERTIFIED PROFESSIONAL® (RICP®) DESIGNATION

LEXINGTON, KY- October 1st, 2014 – DAVID B. SHORT, CFP®, CFS®, ChFC®, MANAGING PARTNER OF INVESTMENTS & FINANCIAL PLANNING, LLC has earned the Retirement Income Certified Professional® (RICP®) designation from the American College, Bryn Mawr, PA.

Candidates for the RICP® 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 American 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 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 the RICP® can provide expert advice on a broad range of retirement topics including income needs and objectives, estate issues and other risks to retirement income planning, Social Security, health insurance and housing decisions, and income taxation.

David has been a financial advisor for 12 years.  He graduated from the University of Pikeville (formerly Pikeville College) in 2001 with a B.B.A. in Accounting & Management.  He also earned a Master of Science in Financial Services from the Institute of Business & Finance in 2011.  In addition to earning the RICP® mark, David is a CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant®, Certified Fund Specialist®, a licensed life & health agent in the state of Kentucky, and a Registered Representative of WFG Investments., Member FINRA/SIPC.  He is a managing partner of Investments & Financial Planning, LLC a Registered Investment Advisor based in Lexington, KY.

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 TheAmericanCollege.edu

Investments & Financial Planning, LLC., 1795 Alysheba Way, Suite 7104, Lexington, Kentucky 40509 | Office  859.543.8188 | Fax 859.543.8242

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