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The 5th Annual Managing Retirement Income (MRI) Conference Featured
Thought-Provoking Presentations and Discussions from Across the Silos

Adapting strategies to create new retirement income solutions for Americans during these critical and volatile times was the focus of the 5th Annual MRI Conference which took place February 9 through February 12, 2009 at the Marriott Long Wharf in Boston, MA. Attendees remarked repeatedly about the breadth of information and thought provoking topics offered at the MRI.

See full agenda and brochure for details.

RIIA Chair and Executive Director, Francois Gadenne, opened and closed the session by:

•  Sharing his perspective on the current financial crisis

•  Questioning what the new "normal" will be

•  Addressing a new generation of product solutions

•  Encouraging a new Across Silos approach to retirement income management and education

•  Outlining the tremendous progress RIIA has made in helping its members take leadership roles during this difficult time

Francois was also joined by RIIA members Elvin Turner and Mike Zwecher to demonstrate the progress being made in defining the empirical validation framework and risk management techniques. The new RIIA Retirement Management and Retirement Income Advisory Process is providing an innovative and all encompassing way to help advisors help their clients plan for retirement income. The presentation shared a wide range of updates showcasing the current state-of-the-art in planning tools, products, investment tools and benchmarking.

MRI attendees were treated to a keynote by noted author and futurist, Bruce Sterling. Bruce gave the current financial crisis a world perspective and compared and contrasted it with other major transformative events.

RIIA Members may see the presentations of Francois' opening and closing remarks and the Retirement Income Advisor Process by logging into the Members-Only site.

To participate in more discussions from the MRI conference, please visit the "RIIA Discussion Group" on LinkedIN . In addition, RIIA members will be invited to an open forum teleconference hosted by Francois to share comments and insights from the MRI.