2010 RIIA SPRING CONFERENCE
Sold-Out RIIA Conference Packed with Ideas, Solutions, and Challenges from Experts across the Retirement Income Industry
Against a panoramic view of the Windy City skyline, the 6th annual RIIA Spring Conference offered an equally
expansive look at the latest research, products, planning systems, and software solutions from foremost experts
in retirement income planning. The state-of-the-art conference venue, located in the Chicago offices of RIIA
Platinum Sponsor Ibbotson Associates, was filled to capacity with 150 leading researchers, academicians, product
innovators, technology and software developers, and financial advisors who came to connect with their peers and
learn about the latest innovations in retirement plan architecture.
To see the complete program brochure, click here.
If you are a RIIA member, you may access available presentations from RIIA Spring Conference in Members Section of website. Not a member?
A Thank You to Our Sponsors
RIIA wants to extend special thanks to the sponsors of this year's Spring Conference:
Platinum Sponsor: Ibbotson
Gold Sponsor: HealthView
Silver Sponsors: DTCC and rPAY.net
Bronze Sponsor: Pepe & Hazard
Also contributing to the success of the event were: The Retirement Income Journal, OnWall Street, Financial Planning, and Bank Investment Consultant (conference promotion); Archimedes (print and production of conference materials); and Pehlke Design (graphic design and logo).
"Although I'm a 30 year veteran of the financial planning
and investment management industry, I have never attended a conference and
program quite like this. I loved the combination of academic and practical
information. Too often these conferences are purely self-promoting or sales
presentations for the sponsors. I came away feeling I was the primary
beneficiary, not someone being sold to."
~Frank T. Patzke, CERTIFIED FINANCIAL PLANNER PractitionerTM, Guidant Wealth Advisors
"I believe the 'across silos' view of RIIA resonates with
the industry because we had so many participants from many different areas
coming to the RIIA Spring Conference. Another differentiator with this
conference is that there were many more discussions surrounding programs and
processes different firms and vendors are offering that help investors navigate
through retirement. For example, we had discussions on programs that help people
determine how much longevity insurance they need; other efforts on tax
optimization; and presentations on communication to FAs. We are starting to see
more action in the industry beyond conceptual discussions and more success on
~ Peng Chen, President, Ibbotson Associates.