Firm news, events, and planning-related updates.
This milestone builds on Stephanie’s RICP® reinforcing her commitment to clear, client-centered financial guidance.
Hohenshell Financial is pleased to announce that Stephanie Hohenshell has earned the Accredited Investment Fiduciary® (AIF®) designation, further strengthening her fiduciary-focused investment knowledge and planning support for clients.
The milestones mark an important step in Stephanie’s professional development and reflect her continued investment in the work of financial planning and client service.
Hohenshell Financial is pleased to share that Stephanie Hohenshell has completed three important securities licensing milestones over the course of 2022 and 2023: the Securities Industry Essentials (SIE) exam on July 29, 2022, the Series 7 exam on July 18, 2023, and the Series 66 exam on September 11, 2023. Together, these milestones mark an important step in her professional development and in the continued growth of the firm’s planning and investment work. - Licenses held through LPL Financial.
The designation reflects focused study in retirement income, including distribution planning, Social Security, Medicare, health care costs, and other decisions that often shape retirement.
Hohenshell Financial is pleased to share that Stephanie Hohenshell earned the Retirement Income Certified Professional® (RICP®) designation on April 1, 2022. The RICP® program, offered by The American College of Financial Services, focuses on retirement income planning and supports the firm’s work helping clients think through retirement timing, income decisions, Medicare, taxes, and long-term care considerations.