We apologize for the brief delay in launching CFMA’s new education and certification platforms. The CCIFP Recertification deadline has been extended to April 30, 2025. We truly appreciate your patience as we put the finishing touches on changes that are designed to improve and enhance your CFMA experience!
Kelly A. Kurtz, CPC
Kelly A. Kurtz, CPC, is Director of Retirement services at Patterson Smith Associates, LLC. She spent much of her career designing and implementing 401(k) plans for employers as well as managing the overall process of plan operations and administration.