Replay Webinar – New Insights from 2017 Society of Actuaries Research on Post-Retirement Risk – Nov 15


Date: Wednesday, November 15, noon - 1 pm ET Replay In 2017, the Society of Actuaries (SOA) conducted in-depth interviews with retirees age 85 and older and their adult children, and the 9th biannual post-retirement risk survey with topics of emphasis on long-term care and caregiving, housing, and financial wellness. The 85 and older interviews … {Read more...}

Replay Webinar – Strategic Retirement Planning: How to Know a Great Plan When You See One – Nov 1


Date: Wednesday, November 1, noon -1 pm ET Replay is available in the member area. The Strategic Planning model, developed by John A. Pearce II and Richard B. Robinson, is widely taught in business schools. It is perhaps the best existing analog for retirement planning. This webinar will discuss an adaptation of the process to … {Read more...}


IMCA new logo

The Retirement Management Advisor℠ (RMA℠ ) designation has a new home!  Welcome to the Investments & Wealth Institute™, formerly IMCA.  We are pleased to announce our acquisition of the RMA designation along with other RIIA educational assets and look forward to supporting you. The Investments & Wealth Institute's board of 13 directors, our 140-plus volunteers, and 40 professional staff … {Read more...}

RIIA® News: Worry-Free Retirement – An Industry Q&A – #11


What's the greatest threat, and opportunity, for a worry-free retirement? It's healthcare and more. Retirement experts shared their views with Chris Allen, Investius, at RIIA's 2017 Summer Conference. RIIA's RMA online program can help you understand what those threats and opportunities are for you and the client. Learn more at The next class begins in early 2018. … {Read more...}

Replay Webinar – Behavior Management with Time Segmentation – October 18


Date: Wednesday, October 18, noon - 1 pm ET Replay is available in the member area. Before we can effectively manage behavior we must first modify behavior, beginning with a structured and disciplined process. Success on retirement's highway is not measured by how fast your car can go, but rather, how far can it travel. Segmentation is not Product driven, but … {Read more...}