The Harvest Group’s Senior Wealth Management Advisor, Laurie E. Ingwersen, CFP®, CRPC®, CDFA(TM), Earns Cash Balance Consultant (CBC) Certificate
Boston, MA, December 18, 2017 – The Harvest Group Wealth Management, LLC, a family-owned, independent Registered Investment Advisor (RIA), announces that Laurie E. Ingwersen, CFP®, CRPC®, CDFA(TM), has received a Cash Balance Consultant (CBC) certification from retirement administration firm and Cash Balance specialist, Kravitz, Inc. With the CBC certification, Ingwersen has gained the tools necessary to educate existing and potential clients on the fundamentals of Cash Balance Plans, including successful plan design and investment strategies. By applying these concepts, she is able to differentiate herself and gain a competitive edge in the 401(k) marketplace.
To earn the CBC certification, Ingwersen completed Kravitz, Inc.’s Cash Balance Coach® program, which provides financial advisors the opportunity to obtain knowledge in the fastest-growing segment in the retirement industry. Through a 4-part webinar training series, the program offers professionals convenient, self-paced online learning and various cash balance marketing resources. To earn the designation, advisors must complete the course and pass a certification exam. To date, the program has certified more than 1,600 financial advisors and retirement professionals.
As a Senior Wealth Management Advisor, Ingwersen helps clients work toward a worry-free financial future. Using her firm’s unique Harvest Wealth Management for Life™ process, she specializes in helping individuals and families preserve wealth and achieve their long-term financial objectives, and assists in all aspects of retirement and estate planning.
About Kravitz, Inc.
Since 1977, Kravitz has brought its clients the latest in design, administration, and management of corporate retirement plans. The company designed its first Cash Balance plan in 1989. Today, Kravitz administers over 1,300 plans, including more than 700 Cash Balance plans, helping over 150,000 people retire successfully. Headquartered in Los Angeles, Kravitz has offices in New York, Chicago and Atlanta, with satellite offices in 11 other states. Visit CashBalanceDesign.com.
About The Harvest Group
Based in Waltham, MA, The Harvest Group is a family-owned investment advisory firm that specializes in family wealth management through its Harvest Wealth Management for Life™ service. The firm is committed to serving as a constant resource to help its growing clientele of individuals, families and family businesses flourish in all aspects of wealth management, investment management and financial planning. Services are provided in a clear and transparent manner in order to meet the fiduciary duty of always acting in clients’ best interests.
The Harvest Group Wealth Management, LLC is an SEC registered investment adviser principally located in Waltham, MA. Information regarding our firm’s services can be found at www.myharvestgroup.com. A copy of our current written disclosure Brochure discussing our advisory services and fees remains available upon request.