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Koehler receives RPC
designation
[APRIL
8, 2003]
Nicholas A. Koehler, a
financial consultant with the Lincoln office of A.G. Edwards & Sons,
Inc. has completed training for the title of "Retirement Planning
Consultant." Koehler completed an extensive training course offered
through the College for Financial Planning and other institutions
that provide classes in this discipline.
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"Financial consultants who are awarded
the Retirement Planning Consultant designation have in-depth
knowledge of the financial planning process and are better equipped
to meet the ever-changing demands and more complex retirement needs
of our clients," said Philip Dehner, branch manager of A.G. Edwards
Lincoln office.
In achieving the new designation,
Koehler successfully completed approximately 100 hours of study,
which addressed subjects such as analysis of savings needs for
retirement, design of qualified retirement plans, Social Security,
Medicare and more. A 10-hour supplementary course on the latest A.G.
Edwards tools and techniques, offered through A.G. Edwards
University, is also required.
Koehler
lives in Lincoln and has been with A.G. Edwards since January of
2002.
[News
release] |
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Leisinger honored
[APRIL
3, 2003]
James D. Leisinger, CFP™, a
senior financial advisor with American Express in Lincoln, has been
selected for the company’s Premier Club for his outstanding service
to clients in protection planning.
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The Premier Club recognizes American
Express financial advisors who have consistently provided balance
for their clients through high-quality investment and protection
planning advice to clients within their practice. Leisinger is being
recognized for his service in the 2002 calendar year. He has been with American Express for 20 years.
His American
Express office is located in the Griesheim Building, 101½ S.
Kickapoo St. in Lincoln. |
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