Our Programs

  • Financial Institutions (banks, credit unions, insurance and investment companies)
  • Employer Sponsored
  • Client Enrichment (group or private)
  • Law Firms and CPA Practices

RERCNA offers industry enrichment programs to educate clients and employees professionally and personally. The enrichment program is divided into four categories: legal, tax, insurance, and investment. Categories can be combined or kept separate, depending on the institution’s preference and objective.

Topics for consideration are:

  • Accumulating for the distribution phase; way to minimize income tax during retirement.
  • The distribution phase, what to expect, health insurance, Medicare, and Social Security.
  • Estate and long-term care planning using public and private programs.
  • Estate tax planning and your financial portfolio.
  • Your overall estate and tax plan, encompassing all areas—legal, tax, insurance, and investment.