Webinar: Securing Clients a Full and Rich Retirement – July 26

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Date: Wednesday, July 26, noon – 1 pm ET Register Puzzled, fearful, and uncertain about how to structure a lifelong cash flow from their assets, near-retirees are either deferring retirement or spending much less money than they safely could with the right guidance. Address the fear, build trust, and provide clients with a full and rich retirement by using: A framework for tailoring an … {Read more...}

RIIA®’s 2017 Summer Conference is Almost Here – July 17 & 18

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There are a just a few seats remaining. You don’t want to miss: Continuing education credits for RMA®, CFP®, and CIMA® designations. A conference agenda that delivers rich content captured in the full conference workbook, and includes a cameo appearance by Michael Kitces via video. RIIA members can preview the Kitces video and conference book – just log in to the Member Area at … {Read more...}

Update – CFP CE added! RIIA®’s Summer Conference Delivers Continuing Education Hours

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RIIA’s Summer Conference, Minding the Gaps: Mapping Compliance Solutions for The DOL's Fiduciary Rule and Beyond... can help you earn continuing education credit for your RMA®, CIMA®, CIMC®, CPWA®, and CFP® designations. Attend the conference on July 17 & 18 to receive 8 CE credits for your RMA® designation and an additional 6 CE credits by joining the RMA Master Class on July 19 & … {Read more...}

Replay Webinar – “Dear Advisor…” – What Clients Want From Their Advisor – July 12

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Date: Wednesday, July 12, noon – 1 pm ET Replay Many pre-retirees do not feel confident in their preparation for retirement. Completing a formal written plan can tremendously boost their confidence. However, completing a plan is difficult for many. Learn how advisors can improve client satisfaction and loyalty, and assets under management by doing more retirement income … {Read more...}

EVERY DAY IS INTERNET SECURITY DAY – Advice from the Social Security Administration

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The Social Security Administration provides a monthly newsletter with key information and tips on Social Security. Included in the June newsletter was an article about online security. The article about staying safe online coincided with a June 21st RIIA® webinar on identity theft. Below is summary of the article (read more on this and other Social Security-related articles at … {Read more...}

New RMA® Class is Open for Registration

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The Retirement Management Analyst® online program with Salem State University is now open for registration. The course begins September 11 and runs through November 19. RIIA® members and current RMA’s receive significant discounts. View a summary class syllabus See if your firm has the RMA on its approved list Read what RMA graduates say about their experience Get a taste of the RMA … {Read more...}