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Generosity: The New Currency in the Business of Advising

Thursday, November 7, 2019

Ellen Rogin, CPA, CFP®, focuses on teaching you how to use generosity to grow your advisory business. From generosity with your services to assisting with charitable planning and philanthropy, an advisor can establish and grow a business by helping others. Hosted by Stephen Parrish, Esq., RICP®, Co-Director of the New York Life Center for Retirement Income. 

Coming soon!

Invest in your career with a professional designation.

Baby Boomers are retiring at an unprecedented rate, meaning that more and more Americans are facing the challenge of using their investments to maintain their quality of life. For them, the usual investment advice no longer applies. They need the unique strategies you can learn through the three-course Retirement Income Certified Professional® (RICP®) designation program. Help your clients thrive while growing your career.

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