RIIA®’s Summer Conference Delivers Continuing Education Hours

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Looking for a way to complete your continuing education credits? RIIA’s Summer Conference, Minding the Gaps: Mapping Compliance Solutions for The DOL's Fiduciary Rule and Beyond..., can close that gap for you for multiple designations. Attend the conference on July 17 & 18 to receive 8 CE credits for your RMA® designations and an additional 6 CE credits by joining the RMA Master Class on … {Read more...}

RIIA® Announces Newest 2017 Conference & RMA® Master Class Sponsor

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Join Bronze conference sponsor Trutelic at RIIA’s 2017 Summer Conference and Retirement Management Analysts® (RMA®) Master Class July 17 – 20 on Salem State University’s campus in Salem, MA. Trutelic, Inc. is a Software As A Service Firm, with their AdvisorFlo product developed for financial services, offers a unique organization of consultants, Lean Six Sigma practitioners, and project … {Read more...}

RIIA® & the Retirement Income Journal Recognize Innovation in Retirement

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Kelli Hueler, founder and CEO of Hueler Companies, will receive the 2017 Award for Innovation at RIIA’s 2017 Summer Conference. Kerry Pechter, editor of the Retirement Income Journal will present the award to Hueler in recognition of Income Solutions, a rollover platform where retirees can purchase income annuities from participating life insurers at institutional prices. Boeing is the latest … {Read more...}

Replay Webinar – Identity Theft: Solutions for Beating this Fast Growing Crime – June 21

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Date: Wednesday, June 21, noon – 1 pm ET Replay The news headlines tell a dire tale. Huge data breaches that expose the private information of millions of Americans. Painful cases of identity theft which can drag on for months or years. Identity theft is the fastest growing crime in America and when it hits, the victim is usually responsible for cleaning up the mess. This webinar provides a … {Read more...}

What’s the Deal With RIIA®’s 2017 Summer Conference?

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There’s more to Salem, Massachusetts, than witches and clam chowder. Listen to a short, two minute video from François Gadenne, RIIA’s Founder and Executive Director for highlights of what you can expect from the conference Michael Kitces recommends as the “Best Conference On Retirement Planning: RIIA Summer Conference 2017“. Then, check out the agenda and register to join lively … {Read more...}

Replay Webinar: Advisors and the Delivery of Retirement Income Support – June 7

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Date: Wednesday, June 7, noon – 1 pm ET Replay This presentation is based on the 2016 report “Advisors and the Delivery of Retirement Income Support”. It will focus on how delivery is changing given the dynamic marketplace and the ways advisors manage portfolios for retirement income clients. This session will review the processes, products, philosophies favored, as well as key challenges … {Read more...}