Retirement Planology is now certified as an HSA advisor via AccessPoint
Retirement Planology is pleased to announce that our Chief Planologist, Courtenay Shipley, has earned the Certified Health Savings Adviser (CHSA) designation, after successfully completing the designation course and exam.
Retirement Planology is now DISC Certified
Retirement Planology is pleased to announce that our Chief Planologist, Courtenay Shipley, is now DISC certified.