RMA Certificate-Holders

• Jaclyn Adams, Income Distribution Consultant, Securities America

• Craig Adamson, President, Adamson Financial Planning

• Dana Anspach, Principal/Financial Advisor, Sensible Money, LLC

• Lowell Aronoff, Chief Executive Officer, Cannex Financial Exchanges Ltd.

• George Bernard, President & CEO, Bennington Asset Management, Inc.

• Michael E. Callahan, SFPA, EA, CPC, President, Callahan Retirement Planning Services, Inc.

• John Calvo, Income Planning Specialist, Nationwide Financial

• Sharon Carson, Vice President, Bank of America

• Maethee Chandavimol, PhD. Advance Life Assurance Co., Ltd Assistant Managing Director

• Sean Ciemiewicz, Managing Partner, NRP - The Founders Group

• Lee Edgcomb, Senior Vice President-Investments, RBC Wealth Management

• William T. Feakes, Regional Vice President, New York Life/Mainstay Investments

• Paul Fichera, Principal, F-Factor Financial

• Spence Fitzgibbons,Vice President, Retirement Income, American Century Investments

• Bob Friesen, Income Planning Specialist, Nationwide Financial

• Francois Gadenne, Chairman of the Board / Executive Director, RIIA

• Christopher Grande, Principal, Walnut Hill Advisors, LLC.

• Michael Hake, Retirement Specialist, Janus Capital Group

• Greg Headrick, Managing Partner, Northwest Asset Management

• Aaron Kain, President, Planit Financial

• Michael Karon, Financial Advisor, Moran, Kimura & Heising, LLC

• Mike Kenney, Income Planning Specialist, Nationwide Financial

• David Kenyon, Senior Vice President-Financial Consultant, RBC Wealth Management

• Alex Kimura, Financial Planner, Financial Network

• Jim Koch, Founder and Principal, Koch Capital Management LLC

• Kurt Langenwalter, First Command Financail Planning, Financial Advisor

• William Lavender, Vice President - Retirement Income Strategies, Nationwide Financial

• David Macchia, President & CEO, Wealth2k, Inc.

• Marcia Mantell, Principal & Owner, Mantell Retirement Consulting, Inc.

• Ron Mastrogiovanni, President, Healthview Services

• Dan McGrath, Vice President-Institutional Business Development, Healthview Services

• Tom McKenna, Vice President-Institutional Business Development, Healthview Services

• Kim McSheridan, Vice President - Income Annuities, Symetra Financial

• Steve Mitchell, COO, RIIA

• Bill Monroe, Mass Mutual

• John Mulligan, Mulligan Capital, Inc.

• Gerry Murtagh, Product Manager, Ernst & Young, LLP

• Ryan Parker, Director, Russell Investment Group

• Frank Patzke, Founder & President, Guidant Wealth Advisors, (LPL Financial)

• Frank Anthony Perella, Encompass Financial

• Andre Prawoto, VP Corporate Products And Strategy, American Century Investments

• Anand Rao, Vice President, Diamond Consultants

• Devin Reid, Product Manager, First Command Financial Services

• Carl Robinson, Regional Vice President, FundQuest

• Gwendolyn Rothrock, Financial Advisor, PNC Financial Group

• Christine Russell, Retirement Strategist, Christine Russell Retirement Consulting

• Steven Schwartz, President, Wealth Design Services

• Mark Shemtob, President, Abar Pension Services, Inc.

• Dale Shores, President, LPL Financial Services Inc

• Mark J. Snyder, President, Mark J. Snyder Financial Services, Inc.

• Henry Spil, Magellan Tax Consultants, LLC

• Stephen J Stellhorn, MSM Capital Management, President

• Stephen Thunen, Co-President, Life Sales, LLC.

• Douglas P. Woods, Bennington Asset Management, Inc.

• Judy Zaiken, CLU, ChFC, Assistant Vice President, USIG Annuity Business Development, MassMutual Financial Group

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Here's What the Recent RMA^SM Participants Are Saying

"What I like best about the RMA(SM) is the combination of intellectual leadership and practical application. Inclusion of both components is crucial for success in an area as rapidly changing and expanding as retirement income planning." ~ Christine Russell.

"In the process of preparing for and taking the RMA(SM) exam, I realized how much I've learned about retirement planning that I never before understood. RIIA's approach is not just more comprehensive, it places a sharp focus on the risk-management techniques that both advisors and retirees really need to understand and implement. I believe that any practitioner who is concerned about succeeding in retirement planning would benefit enormously from the practical insights conveyed by the RMA(SM) program." ~ David Macchia.

"Up until now there hasn't been any formal training available to teach advisors the important differences between planning for accumulation and planning for retirement income. The Retirement Income Industry Organization (RIIA) is changing that. They developed a specialized curriculum one studies to become an RMA(SM), or Retirement Management Analyst. The material is fabulous and offers a tremendous amount of insight into the difference between accumulating assets and 'decumulating' assets." ~ Dana Anspach.

"There is a tremendous amount of newly organized information about the process of planning for retirement income in the RMA(SM) curriculum. The concept of mastering the balance sheet is particularly useful and relevant. The 5 spoke approach is an excellent organizing structure. And, the online training tool is outstanding, bringing the art and the science of retirement income planning to life." ~ Marcia Mantell.

"One thing I have learned in the 30 plus years of investing is that if you stop learning you stop growing. The RMA(SM) program was an excellent learning experience. It brings a different and very relevant point of view. I feel it is so important that I am urging everyone at the firm to take it." ~ George Bernard.