John-Mark Young, President of Whitaker-Myers Wealth Managers, has recently achieved two advanced certifications to further elevate his expertise in retirement planning and digital assets. Young earned his Retirement Management Advisor (RMA®) certification from the Wealth and Investment Institute, as well as an Advanced Certificate in Blockchain and Digital Assets from the Digital Assets Council of Financial Professionals (DACFP). This specialized training equips him with deeper insights into both traditional retirement planning and the emerging role of digital assets, enhancing his ability to serve clients as they navigate an increasingly complex financial landscape.
The RMA® designation is highly regarded among financial professionals, as it focuses on comprehensive retirement planning, including managing sequence-of-returns risk and optimizing retirement tax strategies. Sequence-of-returns risk—the risk of experiencing negative returns early in retirement—can significantly impact a retiree’s savings. John-Mark's RMA® certification provides him with advanced strategies to help mitigate this risk, allowing his clients to retire with greater financial security and confidence.
John-Mark's expertise in retirement tax planning, another critical area of focus in the RMA® program, is invaluable for clients who want to maximize their retirement income by minimizing tax liabilities. This knowledge enables him to offer tailored strategies that align with his client’s goals, making retirement planning more effective and personalized.
In addition to his RMA® certification, the Advanced Certificate in Blockchain and Digital Assets from DACFP empowers John-Mark to navigate the complexities of digital assets, such as Bitcoin and Ethereum. With digital assets poised to play an increasingly significant role in the future economy, John-Mark can now better assess how these emerging assets might fit into a client’s retirement portfolio. For clients interested in digital assets, his expertise provides a valuable perspective on incorporating crypto responsibly into a diversified investment strategy.
These dual certifications represent a well-rounded approach to modern financial planning, blending traditional retirement planning with knowledge of the fast-evolving world of digital assets. John-Mark's commitment to continued education and forward-thinking strategy reflects Whitaker-Myers Wealth Managers mission to provide clients with up-to-date, comprehensive financial guidance. As John-Mark incorporates these advanced skills into his practice, his clients stand to benefit from his deepened expertise in managing both established and emerging assets for a secure and prosperous retirement.
John-Mark Young Earns RMA® Certification and Advanced Certificate in Blockchain and Digital Assets
November 3, 2024
Whitaker Myers
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