RIIA 2016 Summer Conference and RMA Boot Camp Scheduled

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RIIA's Summer Conference in Salem, "The Next Ten Years in Retirement Best Practices:  Minding the Gaps," will take place July 18-19, 2016 at Salem State University (SSU) and will focus on helping people move to where they need to be in their retirement planning. The conference will be followed by a Master-RMA (M-RMA) boot-camp (July 20/21/22, 2016).  The M-RMA program is available to RMA … {Read more...}

Webinar: Older Clients and Memory Loss – Know the Facts, Take the Right Actions

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As people age, some will develop diseases such as Alzheimer's but many will remain healthy with just the normal impacts of aging. How can an adviser, who's not a medical professional, differentiate between "normal" memory loss and dementia in their client? What should an adviser do as part of their day-to-day practice if cognitive changes in older clients are observed? What does an … {Read more...}

Minding the Gaps in Adviser Education: Webinar Replay

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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...}

PwC Report: Financial Industry’s 4% Rule Does Not Work For Most Americans

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The financial industry’s 4% rule, which has been used historically as a guideline for asset withdrawals in retirement, may work for the wealthy, but not most Americans, according to a new PwC US report, which will be published in the upcoming Spring 2015 issue of the Retirement Income Industry Association® (RIIA®)’s Retirement Management Journal®. The report, based on findings from PwC’s … {Read more...}

Proven Value to Drive Business Growth

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Proven value for business growth based on 10 years of client-centric experience Read about the value our members received in the last 10 years and what they expect to receive in the next 10 years. Separate yourself from other advisors without specific retirement training, increasing your ability to obtain new customers and assets. … {Read more...}

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...}