2009 RIIA ANNUAL MEETING AND AWARDS DINNER
October 5th and 6th.
RIIA Awards Dinner - hosted by David Macchia
Gold Sponsor Keynote - Mark Benson, Merrill Lynch Global
Keynote - Howard Bloom, author The Genius of the Beast,
Global Brain, The Lucifer Principle, Co-Sponsored by Allianz and Merrill
Lynch Global Wealth Management
The 2009 award winners are:
Retail Retirement Income Communications Award Sponsored by
Winner: Sun life Financial
Name of Entry: Ready
to Roll Client Seminar Program
Winner: Black Rock
Name of Entry:
Maximize Social Security Income: Transforming Social Security into Winning
Defined Contributions Communications Awards Sponsored by
DC Advisor Award
Winner: Principal Financial Group
Name of Entry:
Principal Retirement Income Edge
DC Plan Participant Award
Name of Entry: Income Annuities Guide
Retirement Income Advertising Award Sponsored by
Name of Entry: Protect Your Number
Achievement in Applied Retirement Research Sponsored by Research
In addition to the communications awards, special recognition was given to
Laurence J. Kotlikoff, Professor of Economics at Boston
University, as the recipient of the 2009 Achievement in Applied Retirement
Research. This award is given annually to the academic researcher in
recognition of his or her scholarly and applied research which has truly
influenced the field of retirement income management and financial planning.
Previous winners of the award are Moshe Milevsky (in 2008), Executive Director
of The IFID Centre and associate professor at York University, and Boston
University Professor Zvi Bodie (in 2007).
RIIA's 3nd Annual Meeting.
The event was a one-of-a-kind venue for RIIA members and non-members to share The View Across Silos.
Traditional Retirement Planning Failed; How will a New Approach Work?
When the bottom dropped out of our economy last fall, it became clear that traditional retirement planning didn't work. Recent events have now shown that the planning approach was overly focused on a single aspect of the advisory process.
A new cutting edge paradigm is being built for long term success. At RIIA's Annual Meeting and Awards Dinner, participants will have a one-of-a-kind opportunity to preview, review and discuss the new RIIA Advisory Process. This unique
"Across the Silos" advisory approach provides a broader, more comprehensive process for advisors and companies to follow in helping investors through the
"new normal" of today's retirement income and management challenges.
In addition, each registered attendee received a copy of the new book by Francois Gadenne and Mike Zwecher
which lays out the details of the RIIA Advisory Process.