RIIA Summer Conference 2017 | July 17–18

RIIA Summer Conference 2017 | July 17–18

The RIIA Summer Conference 2017 will take place at Salem State University (SSU) in Salem, MA, 20 miles north of Boston, on July 17 & 18, 2017. It will be followed by our Retirement Management Analyst® (RMA®) Master Class on  July 19 & 20.

The agenda under development currently includes using the:

  • “Voice of the Client”  to guide your Enhanced Data Gathering
  • View Across the Silos℠ to develop your Reasons for Recommendations
  • Procedural Prudence map℠ to benchmark Reasonable Compensation

As well as:

  • Contingent Decision making in retirement planning models
  • What is good retirement planning judgement and how can advisors develop it?
  • Trending retirement planning research topics

If you are interested in sponsorship click here or contact Francois Gadenne at fg@riia-usa.org.

We look forward to seeing you at the event!

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