Carrie Dorman, CRPC®, CLTC

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Operations Manager
Benjamin F. Edwards - Madison, WI
440 Science Dr
Ste 402
Madison, WI 53711

Carrie.Dorman@benjaminfedwards.com

What is a CRPC®? A CHARTERED RETIREMENT PLANNING COUNSELORSM, or CRPC®, designation from the College for Financial Planning indicates that the holder has completed a rigorous course of study that addresses pre- and post-retirement needs, including asset management and estate planning. Additionally, individuals must pass an end-of-course examination, agree to adhere to standards of professional conduct, and are subject to a disciplinary process.

What is a CLTC? A CERTIFIED LONG-TERM CARE, or CLTC, designation from the Corporation for Certification for Long-Term Care indicates that the holder has completed a course of study focusing on the subject of longevity and its consequences on their client’s family and finances. Additionally, individuals must pass an end-of-course examination and must complete continuing education training every two years.