J Diane Robinson has “graduated” from Plan Confidence University!

PITTSBURGH, PA, February 11, 2022, (PittsburghNewsWire.com) — J Diane Robinson completed an intensive four-week training course on how to compliantly deliver ongoing, personalized advice to any participant contributing to a work sponsored retirement plan (ie 401k, 403b) known as Plan Confidence University. 

 

“There are over one hundred million hard-working Americans contributing to their employer’s retirement plan that could benefit from professional advice.  Very few advisers in the country know how to compliantly deliver personalized, ongoing advice due to the complex rules created by the Department of Labor.  Today, Diane, is one of those few advisers who can help!”  – Kevin T Clark, RF™ CEO & Co-Founder of Plan Confidence Corporation.

 

“Our clients have been demanding advice for their 401k and 403b plans for quite some time.  I am glad that I now have the knowledge and software necessary to help my clients maximize their plans.  This is a game changer for my firm and for all of the participants contributing to their plans in Pennsylvania!” – 
J Diane Robinson, CLTC®
Registered Representative and Investment Advisor
IP Financial Advisory Services, LLC

 

About IP Financial Advisory Services, LLC

 

Innovation Partners, LLC (IPL), is a diversified financial services and consulting firm. It is a state registered Broker Dealer and is registered with FINRA and SIPC. The firm is registered with the SEC as an Investment Advisory firm.