Retirement Income Opportunities
are the Beginnings of Great Enterprises
Find out how you can leverage the many opportunities in retirement income to build great enterprises.
Join us for our 10th Annual Spring Conference March 17 – 18
at the Morningstar offices, Chicago, IL.
Hosted by our Platinum sponsor, Morningstar, attendees will experience cutting edge, relevant thinking and curriculum in retirement income management and planning. RIIA events offer in-depth presentations, thought leadership, and networking opportunities covering retirement income — one of the most complex and critical areas of financial planning.
Come to explore in depth the value and power of the Retiree Household Balance Sheet in driving your enterprise to success in the retirement income industry.
You’ll also have the opportunity to meet top executives from our Gold Sponsor, Merrill Lynch Wealth Management, Milliman/Even Keel Investment, Morgan Stanley, BNY/Mellon and our Silver sponsors, New York Life and The Depository Trust & Clearing Corporation (DTCC). Plus you’ll hear from leading financial advisors from across the country.
The agenda covers:
- Benchmarking and Spending Patterns Using the RIIA Retiree Household Balance Sheet
- Implications of Social Security and Health Care on the Household Balance Sheet
- Investing Trends for Boomer Retirees
Craig Adamson, RMA (SM), CRC, CRPS, PRP, is president of Adamson Financial Planning and has been advising individual and business clients since 1995. The emphasis of Craig’s practice is to fully understand his clients – both financially and personally. This process uncovers their ‘money personality’ that integrates the client’s needs, wants, abilities, and specific circumstances into a comprehensive financial plan and investment strategy to help them pursue their goals.
Dana Anspach is the author of Control Your Retirement Destiny: Achieving Financial Security Before the Big Transition (Apress 2013) and founder of Sensible Money, LLC. She is a Certified Financial PlannerTM, Retirement Management Analyst (SM) and a Kolbe CertifiedTM Consultant, and has been practicing in financial services since 1995. She has been writing for About.com as their Guide to MoneyOver55 since 2008 and contributes to MarketWatch as one of their RetireMentors.
Christine Benz, Director of Personal Financial, Morningstar. Christine is author of 30-Minute Money Solutions: A Step-by-Step Guide to Managing Your Finances (Wiley, 2010) and writes frequent columns for Morningstar.com. She is also co-author of Morningstar® Guide to Mutual Funds: 5-Star Strategies for Success, a national bestseller published in 2003, and author of the book’s second edition, which was published in 2005. Before assuming her current role in 2008, Christine also served as Morningstar’s director of mutual fund analysis.
Lawrence Ford was dubbed the “Shaman of Wall Street” by the Washington Post and has had a long, estimable career in finance and investments. He’ll share the latest trend in investing: People, Profit, Planet – the Impact Investing among Boomer Retirees.
Mathew Greenwald, President & CEO of Greenwald & Associates, is a leading financial and research expert with more than 30 years of market research experience. Matt will share the results of his most recent study on Benchmarking Retirement Income Strategies.
Michael Lonier, RMA℠, is a lifetime financial planner and retirement income specialist who started Lonier Financial Advisory, LLC in 2011 after a 33-year career as a corporate executive in the publishing industry. Through his association with RIIA, he has pioneered a powerful way of managing household savings and investments that is based on the strength of the household balance sheet, and not on the arbitrary allocation formulas or unreliable “risk tolerance” questionnaires used by the investment management industry.
Anand Rao, Partner with PwC, has over 21 years of industry and consulting experience helping senior executives structure, solve and manage critical issues facing their organizations. Anand will share his work on Retiree Spending Patterns and What Can Be Learned from Big Data.
Helen K. Simon, CFP®, RMA™ has been on the faculty of Florida International University in Miami since 2003, and teaches classes in Investments and Risk Management. She will discuss Financial Behaviors of Clients In or Near Retirement: What Advisors Need to Know.
Andy and Susan Stone are retirees with a unique focus on what works in retirement income planning today. They will share their perspective on strategies and financial guidance that works for them and how your clients may benefit from their experiences.
Be in Front of Retirement Income Leaders, Advisors, & Innovators
Sponsorship of RIIA events gives you an unprecedented opportunity to get your company’s message in front of key influencers in an intimate yet dynamic setting.
Sponsor benefits include:
- Keynote or panelist speaking opportunities
- In-depth networking with top advisors and industry leaders
- Access to industry media partners, editors and journalists
- Special recognition on RIIA’s website, Linked-In discussion groups, press releases, and other venues
If interested in taking advantage of sponsorship opportunities for our 10th Annual Spring Conference contact Francois Gadenne: firstname.lastname@example.org
Conference Rates: Register Today
|RIIA Members & Affiliates||$623 (save 50%)|
|RMA’s||$311 (save 75%)|
This is a great time to join and save. Not a member…Do the math!
22 West Washington Street
Chicago, Illinois 60602
Pre-conference meetings: Monday morning, March 17
12:00-1:00 Registration/Light Lunch
1:00–5:30 Conference Opens and Presentations
7:00-8:00 Buffet Breakfast
Conference ends Tuesday at 4:00
4:00 – 5:00 Informal Networking
The Hotel Burnham is across the street from the Morningstar offices. We have a small block of rooms booked at a rate of $169. Rate good through February 12, 2014. Reserve your room asap.
201 North State Street
Chicago, Illinois U.S.A. 60601
+1 312 467-0200
Renaissance Chicago Hotel
1 West Wacker Drive
Chicago, Illinois U.S.A. 60601
+1 800 468-3571
+1 312 372-7200
View Last Fall’s Conference Highlights
RIIA gathered some of the best and brightest in the industry to offer a unique View Across the Silos event. World class speakers explored:
Retirement Income — Practical Solutions in an Uncertain World.
The RIIA Award Winners Reflect the Best, Most Meaningful Work for Retirees.
These awards showcase this emerging industry and the people who are reaching new heights in the brave new world of retirement income solutions. They also help RIIA identify state-of-the-art best practice material to be included in the curriculum for our professional advisory designation: The Retirement Management Analyst (RMA). ~ Francois Gadenne
Highly regarded editors and publishers select what they deem as the communications, advertising, research, thought leadership, marketing initiatives and product innovation that stand out across the industry. RIIA Awards are independently determined at the sole discretion of the sponsoring media organizations and reflect which companies and individuals are doing the best, most meaningful work for retirees.
The 2013 award winners:
InvestmentNews sponsored three awards this year:
Retail Retirement Income Communications Award (Print)
• For the second year running, JP Morgan Asset Management won for printed materials, “The Importance of Being Earnest.”
Retail Retirement Income Communications Award (Digital)
• David Macchia and Jason Ray from Wealth2k won for “Social Security Wise.”
Best TV Ad Award
• Prudential’s blue dot “sticker” ad received this honor.
The Retirement Income Client Education Award sponsored by SourceMedia
• The honor was awarded to Jackson National for its contemporary, clear and straightforward marketing materials.
• Allianz Global Investors and Principal Financial Group were named runners-up.
Excellence in Innovation in Retirement Income Products sponsored by Retirement Income Journal
First prize to New York Life for its industry leading deferred income annuity, the Guaranteed Future Income Annuity.
In addition, Northwestern Mutual Select Portfolio received first honorable mention and Sun Life SunFlex Retirement Income earned second honorable mention.
Achievement in Applied Retirement Research sponsored by Research Magazine/ThinkAdvisor.com
Shlomo Benartzi, Professor and Co-Chair of the Behavioral Decision-Making Group at UCLA Anderson School of Management and Chief Behavioral Economist for Allianz Global Investors Center for Behavioral Finance is this year’s winner. This award is given to an academic researcher who has been instrumental in moving the science of retirement income planning forward.
Retirement Management Journal Academic Thought Leadership Award
The winners of its third annual Academic Thought Leadership Award are Michael E. Kitces, a partner and director of research for the Pinnacle Advisory Group and publisher of the Kitces Report and Nerd’s Eye View, and Wade D. Pfau, a professor of retirement income at the American College. Their award-winning paper, “The True Impact of Immediate Annuities on Retirement Sustainability: A Total Wealth Perspective,” will be featured in the Fall 2013 issue of the Retirement Management Journal℠ (RMJ℠). The RMJ is the first peer-reviewed publication serving financial advisors, practitioners, executives, and scholars who are interested in all topics relating to retirement-income planning and management. The paper by Kitces and Pfau challenges conventional wisdom about the use and value of single premium immediate annuities or SPIAs.