Join Bronze conference sponsors, Asset Dedication and Schultz Collins, Inc., at RIIA’s 2017 Summer Conference and Retirement Management Analysts® (RMA®) Master Class July 17 – 20 on Salem State University’s campus in Salem, MA.
Asset Dedication is a turnkey asset management platform for financial planners. The firm’s goals-based (liability driven) approach aligns investments with the spending needs laid out in each client’s financial plan and is also part of the RMA curriculum. In addition to managing investments, Asset Dedication’s platform also provides back office support including reporting, billing, account aggregation, and a white-labeled client portal so that you can focus your time on your clients. This is Asset Dedications second year sponsoring the RIIA Summer Conference.
Schultz Collins, Inc. is an SEC-registered independent investment advisory firm whose primary business is the supervision of portfolios for retirement plans, institutions, and individual investors. The firm adheres rigorously to a fiduciary standard and is nationally known for their expertise on fiduciary issues. They have testified before Congress on 401(k) fee disclosure issues and consulted with various federal government agencies such as the SEC, DOL, and GAO on how to improve fiduciary practices. In addition, their advisors have been appointed to the faculty of the American Law Institute’s Continuing Legal Education program and have taught at the University of San Francisco and the Wharton School.
The conference begins Monday, July 17th, and continues through Tuesday, July 18th, with the developing agenda focused on Minding the Gaps: Mapping Compliance Solutions for The DOL’s Fiduciary Rule and Beyond... Read why Michael Kitces calls this the “Best Conference On Retirement Planning: RIIA Summer Conference 2017“.
The Master Class will be held Wednesday and Thursday, July 19 – 20, on the Salem State University campus as well.
Registration is open with conference fees currently at 2016 levels! The Early Bird discount of 20% ends April 30th.
Additional sponsorship opportunities are available. Learn more here or contact Francois Gadenne, fg@riia-usa-org.