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TMCNet:  The Legend Group Implements Advanced Retirement Planning Educational Program for Advisors

[March 28, 2014]

The Legend Group Implements Advanced Retirement Planning Educational Program for Advisors

PALM BEACH GARDENS, Fla. --(Business Wire)--

The Legend Group (Legend), an independent broker/dealer, has announced a unique retirement planning educational program for their financial professionals. Legend University is a comprehensive educational system, incorporating a combination of formal educational sessions, distance-based learning and mentoring and consulting support. As part of the program, financial professionals gain the Certified Retirement Counselor® (CRC®) designation. The program was created in partnership with Cannon Financial Institute, a leading wealth management training and consulting company.

Changing demographics, consumer preferences, technology, and customer needs in the Retirement Advice area are creating a completely new dynamic for the financial services industry. Regina Rudnick, Senior Vice President, said, "For those making the transition to serve the retirement market in new ways, they will extend their relevance to a whole new emerging consumer dynamic." Ms. Rudnick added, "This unique program is designed to give financial professionals the skills, activities and insight required to work with clients in the Transitioning to Retirement and Living in Retirement phases of life."

The combination of the Retirement Planning Track and the CRC® Designation Workshop helps Legend financial professional leverage their existing expertise in helping clients accumulate assets for retirement, and obtain new skills to position themselves to serve this fastest growing US demographic group.


The CRC® is one of only 5 independently accredited designations in our industry. Independent accreditation indicates that the designation has met rigorous standards related to governance, testing process and recertification requirements.

The CRC® Curriculum covers the following broad categories, each with its own study guide, e-learning lesson, and practice exams:

• Retirement Planning

• Retirement Plan Design

• Retirement Income

• Investments

The Legend Group has already had 81 financial professionals successfully complete the program and receive their CRC® designation.

The Legend Group of Companies is composed of a broker/dealer, a registered investment adviser and a third party administrator - Legend Equities Corporation, Legend Advisory Corporation and Advisory Services Corporation, respectively. Legend was founded 50 years ago and is rooted in the development of retirement plan products and services. Through the years, Legend has significantly influenced the evolution of the 403(b) retirement plan marketplace. Now, they are a full-service investment planning firm and a leading provider of unique investment services and innovative retirement planning solutions.

For more information about The Legend Group, please visit www.legendgroup.com or www.joinlegend.com.

Advisory services offered by Legend Advisory Corporation, a registered investment adviser.

4600 East Park Drive, Suite 300, Palm Beach Gardens, FL 33410


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