Bill Loventhal, a financial adviser with Northwestern Mutual, has earned the Retirement Income Certified Professional designation from the American College in Bryn Mawr, Pa.
Candidates for the RICP designation must complete at least three college-level courses and pass a series of two-hour exams. They must also have three years of experience, meet stringent ethics requirements and participate in the college’s continuing education program.
The RICP curriculum is the most complete program available to professional financial advisers looking to help their clients create sustainable retirement income. From retirement portfolio management techniques and mitigation of plan risks to the proper use of annuities, employer-sponsored benefits and the best age to claim Social Security benefits, RICP program provides a wealth of practical information for advisers.
Loventhal has represented Northwestern Mutual in Atlanta for more than 45 years. In addition to retirement planning, his areas of expertise include financial, business and estate planning; long-term care planning; education funding; executive benefits; trust services; and life and disability insurance.
He is a past board member and current member of the Atlanta Estate Planning Council, a past officer of the Atlanta chapter of the National Association of Life Underwriters, and a past board member of the Atlanta chapter of the American Society of Charted Life Underwriters and Chartered Financial Consultants.
Loventhal serves on the Atlanta Advisory Council for Israel Bonds, is a past national board member of the Association of Reform Zionists of America, and has served on the board of Temple Sinai.