Dywane A. Hall, MA, CRPC®, AIF®
Dywane has well over three decades of experience in portfolio and investment management. He serves both business and individual clients in working toward their financial goals. He is Chartered Retirement Planning Counselor (CRPC) and a Accredited Investment Fiduciary (AIF). Dywane serves an active client base of government, corporate professionals and retirees in the DC metropolitan area and others throughout the United States.
He is known for his focus on wealth management and retirement planning and is referred to by many as the "The Retirement Resource.". He has been featured in the Washington Post, Washington Times and on the cover of Research Magazine, a leading publication for financial professionals. He has also been quoted in Black Enterprise magazine, Money Magazine and The Wall Street Journal.
As a LPL Financial Advisor he possesses the ability to translate complex financial concepts into everyday language. He conducts continuing education classes as a presenter for the Virginia Society of Certified Public Accountant’s sharing retirement-industry topics to accounting professionals and uses this same gift in addressing thousands of university students each year on establishing good financial management skills. Dywane earned his undergraduate degree from Hampton Institute and a graduate degree from Pepperdine University. As a former Army Officer and as a current LPL Financial Advisor, Dywane helps people plan for some of the most important steps of their lives.
Lee V. Bethel, CLU®, ChFC®, REBC®, RHU®, CAP®, AIF®
Lee has been in the insurance, employee benefit, investment and financial services field since 1979. He provides a full range of employee benefits. Lee brings coordinated services to provide corporate consulting on 401(k) plans and group life, health and disability insurance products. In offering coordinated services, he is equipped to help companies and human resource departments navigate the challenges and seeking to obtain the best strategies in offering employee benefit packages. He holds designations as a Chartered Life Underwriter, Chartered Financial Consultant, Registered Employee Benefit Consultant, Registered Health Underwriter Chartered Advisor in Philanthropy, Accredited Investment Fiduciary, Certified Plan Fiduciary Advisor and Chartered Advisor for Senior Living. He is a requested industry speaker in Employee Benefit education. He has served on the Board of Trustees of the American College and as Chair of the Employee Benefit Section for the Society of Financial Professionals. A graduate of Morehouse College, he is married with 3 daughters and is an accomplished bass guitar player and the former director of a 20-piece church orchestra.
What do those designations mean?
CRPC® Chartered Retirement Planning Counselor
The CRPC program is developed with a focus on client-centered problem solving. Applicants gain in-depth knowledge of individuals' needs both before and after retirement. The College for Financial Planning describes the program as helping financial planners and advisers define and create a "road map for retirement" for their clients. The study program to become a CRPC covers the entire retirement planning process, including meeting multiple financial objectives, sources of retirement income, personal savings, employer-sponsored retirement plans, income taxes, retirement cash flow, asset management, estate planning and more.
AIF® Accredited Investment Fiduciary
The AIF designation signifies specialized knowledge of fiduciary responsibility and the ability to implement policies and procedures that meet a defined standard of care. The designation is the culmination of a rigorous training program, which includes a comprehensive, closed-book final examination under the supervision of a proctor, and agreement to abide by the Center’s Code of Ethics and Conduct Standards. On an ongoing basis, completion of continuing education and adherence to the Code of Ethics and Conduct Standards are required to maintain the AIF designation.
CLU® Charted Life Underwriter
A chartered life underwriter (CLU) is a professional designation for individuals who wish to specialize in life insurance and estate planning. Individuals must complete five core courses and three elective courses, in addition to successfully passing eight 100-question, two-hour examinations in order to receive the designation. The required course titles include Fundamentals of Insurance Planning, Individual Life Insurance, Life Insurance Law, Fundamentals of Estate Planning and Planning for Business Owners and Professionals. Other course topics include financial planning, health insurance, income taxation, group benefits, investments and retirement planning..
ChFC® Chartered Financial Consultant
A Chartered Financial Consultant is a professional designation representing the completion of a comprehensive course consisting of financial education, examinations and practical experience. Chartered Financial Consultant designations are granted by the American College upon completion of seven required courses and two elective courses. Those who earn the designation are understood to be knowledgeable in financial matters and to have the ability to provide sound advice.
REBC® Registered Employee Benefits Consultant
The Registered Employee Benefits Consultant® designation includes practical knowledge on pensions and retirement plan funding, installation and administration. The program covers group medical plans, long-term care, executive compensation, personnel management and more.
CAP® Chartered Advisor in Philanthropy
The Chartered Advisory in Philanthropy® designation is granted by the Richard D. Irwin School of The American College, also known as The American College of Financial Services®. The designation is recommended only for experienced advisors who already hold credentials such as Chartered Life Underwriters®, CERTIFIED FINANCIAL PLANNERS™ Professionals, Masters of Science in Financial Services, and CPAs. It is intended for financial planners who want to “help clients articulate and advance their highest aspirations for self, family, and society.”1
Coursework includes master level coursework in:
- Planning for Impact in Context of Family Wealth
- Charitable Giving Strategies
- Gift Planning in a Nonprofit Context
The CAP® program provides financial advisors and planners with the knowledge and tools to provide high-level philanthropic and charitable planning to clients. It prepares advisors for advanced design, implementation, and management of charitable gift techniques, as well as philanthropic tools including charitable trusts, private foundations, donor-advised funds, pooled income funds, and charitable annuities.