Last updated: March 14 2024
Do you have the skills to provide the process and structure your clients will need to effectively plan for their retirement? Differentiate yourself, attract new clients and increase profits by providing a high value service as a trusted advisor to your clients as a DMA™- Retirement Income Services Specialist.Take ten minutes and check out the Introduction to the DMA™- Retirement Income Services Specialist Program Orientation. Your experience includes an Orientation video, free course and calculator trials, and a special program offer that ends on March 15! Check out the details here:
Become a Distinguished Master Advisor with the Skills to Develop Tax-Efficient Solutions for Retirement!
Learn more with this complimentary program orientation: register here for access!
First, watch the video Orientation. Then Take the Next Steps on Your Pathway to New Specialized Credentials. After the Orientation we invite you to continue your DMA™ Orientation Experience By:
You'll also find additional educational resources we've selected for you based on your interest in this program, a 7-day free trial to the Tax Tip Toolkit (RWM™ Discovery Calculators and EverGreen Explanatory Notes), tips for funding your KB Education, and our 2024 Educational Calendar.
Your Orientation Experience Agenda:
Contact us for personal assistance at 1.866.953.4769 or learn@knowledgebureau.com