Debbie Craig CFP®, MBA, CRPS® recently attended the Raymond James’ Retirement Plan Workshop held in Cleveland, Ohio. This two-day event focused on the elements of effective 401K-plan design. While attending this workshop with other industry leaders in the 401K markets, Craig has gained the knowledge to navigate this area of tremendous change with the impending changes in the Department of Labor Fiduciary Rule to better serve her clients.
“I have furthered my ability to communicate effectively and recommend the optimal plan to business owners to help them retire how they want, when they want,” states Craig.
Craig Wealth Advisors is located at 2915 Garfield Rd. N, Suite A, Traverse City, MI 49686. For more information please call 231-943-2920 or visit www.craigwealthadvisors.com.
Craig Wealth Advisors is an independent firm. Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S.