H&H RETIREMENT DESIGN IS PROUD TO ANNOUNCE
Brian Kubis - Portfolio Administrator
Certified Annuity Specialist Designation
Phone: (844) 702-1040
Institute of Business & Finance Announces a New CAS® Designee
San Diego, CA, October 23, 2018 - The Institute of Business & Finance (IBF) recently awarded Brian Kubis with the only nationally recognized annuity designation, CAS® (Certified Annuity Specialist®). This graduate-level designation is conferred upon candidates who complete a 135+ hour educational program focusing on fixed-rate and variable annuities. Several trillion dollars are invested in annuities; it is estimated that at least one third of all annuity contracts are not titled correctly.
CAS® certification requires mastery of contract structure, tax ramifications, strategies, income structuring, equity-indexed products and principals of asset allocation. According to IBF, “Annuities can provide the cornerstone of an effective financial or estate plan. The practitioner and client need to understand when such an investment vehicle is appropriate and when it should be avoided.”
The student must pass three comprehensive exams, complete a written case study as well as adhere to the IBF Code of Ethics and IBF Standards of Practice as well as fulfill annual continuing education requirements. The CAS® program is designed for brokers and advisors who have clients seeking estate preservation protection, an income stream they cannot outlive, tax benefits or the upside potential of the stock market without any downside risk.
ABOUT THE INSTITUTE OF BUSINESS & FINANCE – Founded in 1988, IBF is a non-profit provider of financial education and designations to members of the financial services industry. IBF is the fourth oldest provider of financial certification marks in the United States. In 1988, IBF launched its first certification program, CFS® (Certified Fund Specialist®). Today IBF offers four additional financial designation programs: CAS® (Certified Annuity Specialist®), CES™ (Certified Estate and Trust Specialist™), CIS™ (Certified Income Specialist™) and CTS™ (Certified Tax Specialist™).
H&H RETIREMENT DESIGN AND MANAGEMENT, INC TO HOST COAT AND WARM CLOTHING
DRIVE FOR LOCAL CHARITY
Warm clothing and coat drive will benefit Las Vegas Charity, Street Teens
November 23, 2016 - Las Vegas, NV- Ken & Julie Himmler, President and Vice President of H&H Retirement Design, Inc. are proud to announce they are holding a coat and warm clothing drive for children’s charity, Street Teens.(http://www.streetteens.org/)
Street Teens is an organization in Las Vegas that helps homeless teens. Many of these teens are homeless due to running away from an abusive home and they have nowhere to go. Street Teens provides these teens a safe place to go, eat, stay in school and be around others like them. Unfortunately, state laws do not allow the kids to stay overnight, so every night they are forced back on the street to sleep! Some of these teens even have children of their own who need clothing, diapers, blankets, etc.
Vice President, Julie Himmler said “Any warm clothing is greatly appreciated and is very much needed. Just drop off items to our office during normal business hours. We will be making regular deliveries to Street Teens during November and December to get the warm clothing to the kids as soon as possible”.
They are asking if you have ANY blankets, jackets, scarves, hats, anything warm for both boys and girls, please drop them by their office located at:
1980 Festival Plaza Drive, Suite 460 Las Vegas, NV 89135
If you wish to help Street Teens monetarily, you can donate to them directly on their website at: http://www.active.com/donate/Streetteenscenter
For more information on this clothing drive, please email firstname.lastname@example.org, or call 702.470.2660.
H&H RETIREMENT DESIGN AND MANAGEMENT, INC ANNOUNCE RESULTS FROM CHARITY EVENT BENEFITING LOCAL LAS VEGAS CHILDREN’S CHARITIES
November 5, 2016 Las Vegas, NV - H&H Retirement Design and Management, INC (http://www.hhrdm.com) is proud to announce that though their Charity Movie Event featuring Hollywood Actress, Lee Meriwether and film Producer Rick Eldridge, they raised $7920 to benefit St. Jude’s Ranch for Children and Street Teens Las Vegas.
The charity movie event was held at Red Rock Casino Theater in Summerlin, NV on Thursday, October 27th and featured a Meet & Greet pre-party held at the H&H office in Downtown Summerlin.
Details, event photos and links to the charities GoFundMe pages can be found at KenHimmler.com/movie.
H&H would like to give special thanks to:
The event sponsors who purchased and gave away all the tickets for the event.
All the companies who generously donated items for the raffle.
Everyone who took the time to join them for this special event, helping bring more awareness to the charities.
About H&H Retirement Design and Management Inc.
H&H Retirement Design and Management Inc. is a full-service retirement planning firm which offers their clients everything from wealth management to document preparation. H&H Retirement Design’s understanding and experience in the Industry is unparalleled.
H&H RETIREMENT DESIGN AND MANAGEMENT, INC TO HOST CHARITY
EVENT TO BENEFIT LOCAL LAS VEGAS CHILDREN’S CHARITIES
October 15th, 2016 Las Vegas, NV. Ken & Julie Himmler, President and Vice President of H&H Retirement Design and Management, INC are proud to announce a local charity movie event to benefit St. Jude’s Ranch and Street Teens LV. 100% of the proceeds from this event will be donated to these two worthy charities.
The event will be held at Red Rock Casino Theater in Summerlin, NV on Thursday, October 27th, 2016. The event will feature a Meet & Greet pre-party held in Downtown Summerlin with Hollywood actress, Lee Meriwether and Movie Producer Rick Eldridge and then a screening of the 2016 film, “The Ultimate Legacy” at the Regal Theater inside of Red Rock Casino on West Charleston Blvd.
For more information on this event or to inquire about event sponsorships, please contact Jason Meier at
email@example.com or 702.470.2660.
About the company:
H&H Retirement Design and Management INC with H&H Tax and Business Advisors LLC is a well-respected, full service company combining Financial Planning, Asset Protection, Estate Planning, Retirement Distribution Planning, Investment Risk and Fee Audit and Review, Tax Planning, and Ongoing Portfolio Management.