RIIA®’s 2017 Summer Conference – What Attendees Experienced

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Last week's conference brought together advisors, academics, fintech, and financial institutions. What did they have to say about RIIA®'s Summer Conference? "I'm real impressed with the content and the level of the speakers." "Awesome presentations!" What did attendees learn? Two words: Monitoring and Outcomes. Retirement planning becomes a measurement of outcomes almost immediately after the … {Read more...}

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


Date: Wednesday, July 26, noon – 1 pm ET Replay 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


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


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


Date: Wednesday, July 12, noon – 1 pm ET Replay & slides available in members' area. 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 … {Read more...}

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


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...}