RIIA® will mark its 10th anniversary in 2015 in the same spirit that animated us in 2005, with unique events that reflect our “View Across the Silos”℠ positioning to help clients achieve better retirement outcomes.
As we reach this important milestone, I am pleased that RIIA’s client-centric approach has been validated by the increasing adoption of our principles, the differentiation they provide to member companies and advisors, and improved client outcomes through the financial crisis.
Over the last ten years, RIIA’s leadership team, along with thought-leaders at companies, advisors and academia, have contributed to our unique Body of Knowledge, which is the basis of the RMA® curriculum. The core conceptual signposts of “The Client Diagnostic Kit”SM (including “Measures of Fundedness”SM and “The Household Balance Sheet View”SM) and “The Retirement Allocations”SM underscore our client-centric approach. “The RMA® Toolbox”SM and the “RMA® Practice Management” SM signposts reflect our commitment to comprehensive implementation and helping advisors leverage RIIA principles to build their businesses.
As we look forward, our anniversary provides an opportunity to bring members and non-members together in new ways to discuss and build on RIIA’s body of knowledge.
In the Spring of 2015, as the first of several anniversary events that will be announced over time, we will launch our first RIIA Advisor Forum, a week-long event that integrates our traditional Conference Programs with the RMA Boot Camps. The Advisor Forum will offer attendees the opportunity to audit class presentations, deliver guest speaker presentations, attend break-out seminars and join Award presentations as well as small group dinners. This event, and the others like it later in the year, are by invitation only.
For details on the 2015 Advisor Forum Week at Nova Southeastern University (NSU), visit the Events page.
SSU – Retirement Management Analyst (RMA®) – Study Group
Date(s): Fridays December 12, 19, January 2, 9 | 4 pm – 5 pm (may be extended to 6 pm)
All Advisors are welcome. You do not have to be an RMA® Graduate to participate. Advisors register monthly to participate in the Study Group’s weekly teleconference call, where they discuss current client situations, in relation to the RMA® curriculum. Advisors who reside near SSU can attend in person with Francois Gadenne in a meeting room at the Enterprise Center.
SSU’s RMA® Study Group is an open forum, led by Francois Gadenne, RIIA® . It is designed specifically for all financial advisors who are working with clients approaching, or already in, retirement. While RMA® Study Groups are held at other Universities that are approved to teach the designation because the study groups are chapterized, only Salem State University’s Study Group has Francois Gadenne as their group leader.
Admission: $400.00 (This study group is free to RMAs in good standing. RMAs if you do not have your discount code, contact Francois Gadenne to register for the study group.)
Advisor Resources on Amazon
RIIA’s Achievement in Applied Retirement Research Award
RIIA Announces the 2014 Winner of the Achievement in Applied Retirement Research Award. Economist Jeffrey Brown who brings his curiosity and imagination to difficult questions about annuities and retirement will receive this honor at the RIIA Fall Conference.
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