The Art and Science of the Retirement Policy Statement
Thought-Leadership and Best Practices for Retirement Income Management
October 23 – 24, 2014
Wells Fargo offices – Charlotte, NC
Wells Fargo Auditorium in the Knight Theater
430 S Tryon St, Charlotte, NC 28202
Conference hashtag #riiafc
Hosted by RIIA member, Board member and Platinum sponsor, Wells Fargo, attendees experience the latest in thought-leadership from all business silos as well as its formalization in documented best practices around retirement income planning and management.
RIIA’s Conferences have themes that track the evolution of the industry and we are proud to present this year’s theme, The Art and Science of the Retirement Income Policy Statement (RPS), because it marks a key milestone in the formal documentation of best practices from thought leaders with a View Across the Silos.
The RPS has come into being for the same reason that caused Charlies Ellis to write his seminal book in 1985: Investment Policy: How to Win the Loser’s Game. The business of advising clients has changed in a fundamental way, yet again. This time, the cause of change is not asset-driven, but liability-driven with 10,000 Boomers retiring daily and seeking to fund their lifestyle expectations.
The RPS can be summarized in three blocks that map the conference agenda:
- The Needs and Goals of the Household Client
The first block of sessions starts with a comparison of the pros and cons of the various “Measures of Fundedness” available to the industry. The discussion continues with testimonies from an advisor turned client, lawyers, manufacturers and academics.
- The Household Balance Sheet View
The second block makes good use of the Household Balance Sheet View to better support advisors in gathering, organizing and managing household assets, liabilities and risk exposures information. The benefit for advisors includes better serving their clients and building their practices with comprehensive capabilities around retirement income planning.
- Risk Exposures, Retirement Allocations, Account Locations, Product Selections
The final block of sessions reviews conventional and alternative solutions including the future after Target Date Funds and glide paths for product choices in the retirement process.
Meet our Speakers, including:
- Anand Rao, PwC
- Dirk Cotton, “The Retirement Café” blog
- Wells Fargo, Platinum Sponsor
- Mike Lonier, Lonier Financial Advisory
- Sandra Timmermann, Ed.D, nationally recognized recognized gerontologist with a focus on aging and its relation to business
- Ed O’Connor, Morgan Stanley, Gold Sponsor
- Harold Evensky, Evensky & Katz Wealth Management
- Zvi Bodie, Boston University
- Wade Pfau, The American College
- and many more.
The event closes with the presentation of the 2014 Academic Thought Leadership Award.
Seating is limited. Register Now!
RIIA Members & Affiliates
$623 (save 50%)
$311 (save 75%)
|*Early Bird: register by
August 29, 2014 and save an additional 20%
off the conference rate.
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**Cancellation Policy: If we receive your request to cancel 30 days or more prior to the conference start date, your registration fee will be refunded minus a $50 administrative fee (per paid attendee canceled). Cancellations occurring less than 30 days before the start of the event will receive a 60% refund (per paid attendance canceled).
If interested in taking advantage of sponsorship opportunities for our 2014 Fall Conference, Oct 23-24, 2014, contact Francois Gadenne: email@example.com
NAPFA Fall Conference in Charlotte October 21-24
The National Association of Personal Financial Advisors (NAPFA) is holding it’s Fall Conference in Charlotte at the same time as RIIA. Our conference attendees are invited to visit NAPFA’s exhibit hall during scheduled breaks, they have passes which will be at their registration desk. View their agenda which includes the times of breaks in their exhibit hall.
Thank You to Our Sponsors
2014 Spring Conference presentations are available in member area.
Participants explored in depth the value and power of the Retiree Household Balance Sheet in driving your enterprise to success in the retirement income industry.
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.