2017 Summer Conference & RMA® Master Class

Save the Date!

RIIA®’s Summer Conference in Salem, Minding the Gaps: Mapping Compliance Solutions for The DOL’s Fiduciary Rule and Beyond...,” will take place July 17-18, 2017 at Salem State University (SSU) in Salem, MA, 20 miles north of Boston. Read why Michael Kitces calls this the “Best Conference On Retirement Planning: RIIA Summer Conference 2017“.

The conference will be followed by a  Retirement Management Analyst® (M-RMA)  Master Class on July 19 & 20, 2017.  The program is available to RMA graduates as well as non-RMA’s who seek to develop a deeper mastery of the retirement planning process.

Click here to register for the conference.

View 2017 Summer Conference pricing.

The developing sessions currently include using the:

  • “Voice of the Client”  to guide your Enhanced Data Gathering
  • View Across the Silos℠ to develop your Reasons for Recommendations
  • Procedural Prudence map℠ to benchmark Reasonable Compensation

As well as:

  • Contingent Decision making in retirement planning models
  • What is good retirement planning judgement and how can advisors develop it?
  • Trending retirement planning research topics

Click the link for more about past conferences and sponsorship.