Date: Tuesday, December 19, noon – 1 pm ET Register Gain more insight into complex Social Security strategies that can make a tremendous difference to clients’ retirement income plans. This presentation will give you technical information, practice management tips, and real client examples for how claiming decisions can make or break a retirement income plan. You’ll get … {…}
Date: Wednesday, December 6, noon -1 pm ET Replay Does the nightly news and identity protection advertisements have you worried about identity theft? In this follow up to his June 2017 webinar, join presenter Robert Ryerson in this plain language explanation of the myths and misconceptions. … {…}
Date: Wednesday, November 15, noon – 1 pm ET Webinar replay is available in the member area. In 2017, the Society of Actuaries (SOA) conducted in-depth interviews with retirees age 85 and older and their adult children, and the 9th biannual post-retirement risk survey with topics of emphasis on long-term care … {…}
Date: Wednesday, November 1, noon – 1 pm ET Replay is available in the member area. The Strategic Planning model, developed by John A. Pearce II and Richard B. Robinson, is widely taught in business schools. It is perhaps the best existing analog for retirement planning. This webinar will discuss an adaptation of the process … {…}
The Retirement Management Advisor℠ (RMA℠ ) designation has a new home! Welcome to the Investments & Wealth Institute™, formerly IMCA. We are pleased to announce our acquisition of the RMA designation along with other RIIA educational assets and look forward to supporting you. The Investments & Wealth Institute’s board of 13 directors, our 140-plus volunteers, and … {…}
