Greyock awarded Retired Income Specialist Designation04:38PM / Monday, April 27, 2009
PITTSFIELD, Mass. – Greylock Investment Group, a division of Greylock Federal  Credit Union is pleased to announce that Anthony B. Clement, Vice President, Certified Fund Specialist (CFS), Certified Annuity Specialist (CAS) and LPL Financial Advisor, has been awarded the designation of Retirement Income Specialist from The Institute of Business & Finance.
This graduate-level designation is given to candidates who complete a one-year educational program focusing on fixed-income instruments, retirement and financial planning, taxes, Medicare, withdrawal plans, stretch IRAs, and reverse mortgages.
According to Angelo C. Stracuzzi, President of Greylock Federal Credit Union said, “Continuing professional education enables our Financial Advisors to sharpen their skills and gain knowledge that will help them advise our clients on a comprehensive range of wealth management needs.”
Mike Fazio, Senior Vice President Greylock Investment Group added, “Members of the financial services community are taught how to help their clients accumulate assets. What has always been missing is comprehensive and unbiased information as to how to turn assets into a stream of reliable income. We are more than capable to address these issues and provide the answers.”
To earn this designation, Clement had to pass three comprehensive exams and a written case study as well as adhere to The Institute of Business & Finance Code of Ethics and Standards of Practice and fulfill annual continuing education requirements. The Retired Income Specialist designation is designed for brokers and advisors who have clients that are seeking current income.
A graduate of the University of Massachusetts, Clement resides in Lanesborough with his wife, Michele, and children Matthew, Lauren and Nicole. He can be reached at the 128 South Street office in Pittsfield, MA by calling (413) 997-8080.
About The Institute of Business & Finance:
It’s accredited by the National Private Schools of Accreditation Alliance in all 50 states and is recognized as a non-profit charity by the Internal Revenue Service. The Institute of Business & Finance offers four additional financial designation programs: Certified Annuity Specialist, Board Certified in Estate Planning, Retirement Income Specialist and Certified Tax Specialist.
About Greylock Federal Credit Union:
Greylock Federal Credit Union was recently rated the top credit union in the United States for total value returned to Members/Owners according to Callahan & Associates, a national credit union research and consulting firm. Greylock Membership is open to anyone who lives, works, attends school, worships or regularly conducts business in Berkshire County. Greylock Federal is wholly owned by its more than 65,000 members and offers full-service branches in Pittsfield, Great Barrington, Lee, Adams, North Adams, and Williamstown. More information is available at www.greylock.org.
About Greylock Investment Group:
Greylock Investment Group is a division of Greylock Federal Credit Union and offers access to a full array of services including financial planning, retirement planning, investment management, mutual funds, annuities and portfolio management and is located at 128 South Street, Pittsfield in the Greylock Insurance Agency building and coming soon to North Berkshire County. More information is available by calling 413-997-8080.
Securities and Insurance products offered through LPL Financial and it’s affiliates. Member FINRA/SPIC
Not NCUA Insured -- No Credit Union Guarantee -- May Lose Value |
