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| Professional Activities |
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Financial Planning Association
Society of Financial Service Professionals
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| Professional Licenses |
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Certified Financial Planner
Chartered Financial Consultant
Certified Senior Consultant
Life Underwriter Training Counsel Fellow
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| General Comments |
| My work with the local collaborative team involves helping families establish a financial plan that that meets the needs of everyone involved. Our approach is focused on finding the best possible solutions based on cooperative input and open dialogue. The financial planning seeks to find ways to minimize the impact of asset division and income sharing. |
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| Areas of Practice |
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Financial
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| Education |
| Undergraduate Education |
| Western Michigan University |
| Professional Education |
| American College for Financial Services |
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| Collaborative Practice Training |
| Year |
Training Type |
Instructor |
Hours |
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** I have reviewed the IACP Minimum Standards for Collaborative Practitioners and the IACP Ethical Standards for Collaborative Professionals. I verify that I meet the IACP Minimum Standards for Collaborative Practitioners and that I apply the IACP Ethical Standards for Collaborative Professionals in my collaborative practice.
See IACP Standards >
IACP does not verify the information provided by the professionals listed in this directory.
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| Continuing Education |
| Year |
Education Type |
Instructor |
Hours |
| 2009 |
Collaborative Practice Interdisciplinary Training |
Deborah Benne |
16 |
