2012 Fall Conference & Awards Gala

October 4 -5, Boston, MA
Omni Parker House

RIIA's Fall Conference Theme is "What Does it Mean to be a Top Producer in Retirement Income?"

There is no greater financial issue facing an entire generations of Americans than creating sound, reliable strategies for generating income from wealth in retirement. RIIA's Fall Conference will focus on the needs of today's top financial adviser who is building a practice around retirement income and management and the key attributes of successful producers that can be emulated in order to grow your business. We will probe and question the status quo, share and discuss what's working and what's not among leading advisers and from experts across the industry, and help attendees see industry disruptions and opportunities before others do.

A new and exciting twist: RIIA is working in partnership with AdvisorOne Retirement Income Symposium.. Both events will occur concurrently at the Omni Parker House in Boston and we will share all networking times as well as the RIIA Awards Dinner.

Confirmed Speakers:

Frank Casey, Partner, SkyView Investment Advisors, LLC, who was one of the whistle-blowers who took down Bernie Madoff's operation, is returning after providing a highly successful presentation at the Spring Conference. (See the 2012 Spring Conference details)

Clint Watts, Editor, SelectedWisdom.com, Principal Consultant with PA Consulting Group, and expert in identifying outliers in organizations; Doug Short, VP, Advisor Perspectives and respected source on demographic trends; and, Bob Seawright, CIO, Madison Avenue Securities, who is a thought leader among independent advisors, providing counsel and guidance with respect to the latest industry trends, research and best practices.

New to RIIA Conferences will be James Andrus, of News Patterns, who will share how the firm uses sophisticated pattern discovery algorithms to illuminate competitive threats around you, while highlighting the news that you need to read to help you anticipate challenges and discover new opportunities, and Lawrence Ford,, Principal Consultant at Client Conservation Corporation, Co-Chair of RIIA's Membership business unit, and consultant to the RMA Governance/Oversight Committee.

Returning Sponsors Include:

Gold Sponsor

Allianz Global Investors who will present the Academic Thought Leadership Award for 2012.
GuidedChoice whose CEO Sherrie Grabot gave a terrific presentation on building trust through simple, transparent, actionable planning. Her firm was also recognized with one of the 2012 Practitioner Thought Leadership Awards.

Bronze Sponsor

American Century

Find out how your firm can gain all the exposure and benefits of being a Fall Conference Sponsor! Become a sponser.

Excellence in Communications Awards! Call for Entries.

A major highlight and delight of our Fall Conference are the Excellence in Retirement Income Communications Awards. Sponsored by several of RIIA's Media Partners, the awards recognize the retirement income marketing & communications initiatives, programs and materials that are unique, innovative, and effective.

Check out our winners from 2011.