Webinar: Minding the Gaps in Adviser Education – Jan 13, Noon (EST)

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Traditional training and education for advisers has been focused on the accumulation of assets during the years leading up to retirement. Many advisers have a defensible, structured process for this accumulation period. However, advisers are finding this is woefully inadequate for guiding clients in or near the golden years and see significant gaps when those traditional rules of thumb are applied … {Read more...}

RMA’s Share Experience Ahead of Next Online Course

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With the next online Salem State University Retirement Management Analyst program scheduled to start in a week, advisors who completed the Retirement Management Analyst designation shared their experience about the value of the program and designation. “What I like best about the RMA® is the combination of intellectual leadership and practical application. Inclusion of both components is … {Read more...}

RMA Online Course Starts Feb 1

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The second online RMA program starts on February 1 and will conclude March 28.  To apply click here. If you have three or more years of experience as a financial advisor, earning the Retirement Management Analyst (RMA®) credential would demonstrate to your clients and business partners that you have mastered the retirement planning advisory process.  Based on the RMA Body of Knowledge, this … {Read more...}

2015 Practitioner Thought Leadership Award

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The Retirement Income Industry Association® (RIIA) announced that financial planner Dirk Cotton, author of The Retirement Café blog and founder of JDC Planning, LLC, is the winner of its 2015 RIIA Practitioner Thought Leadership Award.  The award recognizes his new paper, “Sequence of Return Risks: A New Way of Looking at Spending or Saving Scenarios with Path Dependence,” contributions to … {Read more...}

Minding the Gaps in Adviser Education: Webinar Replay

Webinarcropped

Traditional training and education for advisers has been focused on the accumulation of assets during the years leading up to retirement. Many advisers have a defensible, structured process for this accumulation period. However, advisers are finding this is woefully inadequate for guiding clients in or near the golden years and see significant gaps when those traditional rules of thumb are applied … {Read more...}