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2007 RIIA ANNUAL MEETING AND AWARDS DINNER

The RIIA Annual Meeting and Excellence In Communications Awards Dinner attracted nearly 200 members, financial advisors, news media, and supporters in Cambridge, MA at the Royal Sonesta Hotel on Sept. 16 and 17, 2007.

Approved for 7 hours of continuing education for advanced professional designations including CFP, CPA, CLU and CIMA, the event provided valuable insights from RIIA's Committees and expert keynote speakers. In addition, several Financial Advisors who are considered 'pioneers' in retirement income planning shared how they have successfully transitioned their practices to meet the retirement income needs of their clients.

Also featured was the first-ever Excellence in Communications Awards presentations and dinner. To learn about the companies and campaigns that were the winners this year, click here.

Scroll down to see:  Award Winners and Presentations

The Event brochure is available for download here.

* CFP: Certified Financial Planner Board of Standards Inc. owns the certification marks CFP, CERTIFIED FINANCIAL PLANNER^TM and federally registered CFP (with flame logo) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

RIIA's membership is still open and we look forward to your continued participation.

This Year's Awards Winners:

Lifetime Achievement in Applied Retirement Research Award Winner: Professor Zvi Bodie, Boston University

Retirement Income Advertising Award
Winner: Nationwide Financial (Campaign Sponsor) and T:M Advertising (Creative Agency)
Name of Entry: Life Comes at You Fast

Runner up: AXA Equitable (Campaign Sponsor) and
Merley & Partners (Creative Agency)
Name of Entry: 800-Pound Gorilla

Retail Retirement Income Communications Award
New Media Winner: Morningstar
Name of Entry: Retirement Income, part of Principia Presentations & Education module

Runner up: Jackson National Life
Name of Entry: But What If I Live? The American Retirement Crisis

Printed Materials
Winner: Columbia Management
Name of Entry: Columbia Management Retirement Learning Center

Runner up: Securities America
Name of Entry: Imagine Your Life Without Limits

Defined Contributions Communications Award

DC Adviser Award
Winner: Lincoln Financial Group
Name of Entry: Be a Know it All- i4LIFE Advantage Campaign

Runner up: Merrill Lynch
Name of Entry: Merrill Lynch Retirement Income Service Sales Brochure

DC Plan Participant Award
Winner: Genworth Financial
Name of Entry: Clear Course Personalized URLs

Runner up: Pacific Life Insurance Company
Name of Entry: Destination Independence

Presentations

Annual Meeting Lead Media Sponsor: Research Magazine

Opening Remarks The View Across the Silos Presentation by: François Gadenne   view bio view presentation

RIIA's Growing Membership

Membership Committee Chair and Board Member: Rick Nersesian Co-Chair: Elmer Rich, III Presentation by: Rick Nersesian view bio view presentation

Employment Survey Committee Chair: Laura DiFraia, Wachovia Co-Chair: Garth Bernard Sr., MetLife Presentation by: Laura DiFraia, Elmer Rich, III , and Lara Varas view Elmer Rich bio view Elmer Rich presentation view Lara Varas bio view Lara Varas presentation

RIIA's Increasing Visibility

Programs Committee Co-Chair: Paul Fichera Co-Chair: Keith Piken, Bank of America Presentation by: Paul Fichera view bio view presentation

Communications Committee Chair and Board Member: David Macchia, Wealth2K Co-Chair: Will Prest, Transamerica Presentation by: David Macchia view bio view presentation

RIIA's Value-Added Deliverables

Education Committee Chair: Ron DeCicco, RBC RIIA Partner: John Carl, RLC Presentation by: Ron DeCicco and John Carl view Ron DeCicco bio view John Carl bio view presentation

Research Committee Co-Chair: Kathleen Beichert, OppenheimerFunds Co-Chair: Chris McNickle, Greenwich RIIA Partner: Larry Cohen, Strategic Business Intelligence RIIA Partner: Elvin Turner, Turner Consulting Presentation by: Elvin Turner and Larry Cohen view Elvin Turner bio view Larry Cohen bio view presentation

RIIA's Industry Standards

Methodologies Committee Chair: Richard Fullmer, Russell Investment Group Presentation by: Richard Fullmer   view bio view presentation

Compliance Committee Chair and Board Member: Joan Boros, Jorden Burt Presentation by: Joan Boros   view bio view presentation

Keynote Address (Lunch)

An Inevitable Grassroots Change Presentation by: Mathew Greenwald, Mathew Greenwald & Associates view bio view presentation

Communications Conference Lead Media Sponsor: Research Magazine

Welcome Address The Problems to Solve: The Frustrations of Transition Times Presentation by: David Macchia view bio view presentation

Successfully Communicating Retirement Strategies

How Successful Advisors Help Consumers with their Income Challenges Presentation by: Phil Lubinski, CFP First Financial Strategies, LLC view bio view presentation

Briggs Matsko, CFP  Lincoln Financial, Advisors Corp.   view bio presentation unavailable

How Information Technology will Impact Growth

Opportunities for Fiduciary Advisors and Nimble Product Providers Presentation by: Rick Miller, CFP  Sensible Financial Planning view bio view presentation

The Future Communications Solutions

What Can You Do to Prepare Presentation by: Harold Evensky, CFP view bio view presentation

Awards Dinner Sponsored by Wealth2k, Inc., and Pepe&Hazard LLP

Keynote Address (Dinner) Encouraging Adaptation Presentation by: Professor Zvi Bodie, Boston University view bio view presentation

Closing Comments Presentation by: François Gadenne view bio view presentation

Request a RIIA Speaker

RIIA members are often asked to speak at a variety of national and international forums on retirement income issues. Currently, Francois Gadenne, RIIA's Founding Chairman, is speaking to a number of audiences on various topics.

To request a speaker, please Contact Us for more information or get in touch with David Macchia, Chair of RIIA’s Communications Committee and President & CEO of Wealth2k, Inc., 781-919-2323, dmacchia@wealth2k.com.