Pass Down Wisdom with Wealth Date: Wednesday, September 7, noon – 1 pm ET Register An Allianz survey asked Baby Boomers to rank priorities when granting an inheritance. By a factor of 8-1 they prefer passing down family history, stories and life lessons above financial assets. In this webinar you will learn how to fill this high demand need and, by doing so, generate … {…}
2016 Summer Conference – CFP CE credits and More
Join us at RIIA®’s 2016 Summer Conference & Master RMA® Bootcamp at Salem State University the week of July 18 and earn up to 8 CFP CE credits plus up to 8 RMA CE credits for attending the two day conference (be sure to sign in). Attend the RMA pre-conference meeting and add 2 more RMA CE credits. Attend the Master RMA Bootcamp and receive 12 additional RMA credits.
What’s on the agenda?
Current program Plus: Members – log in to the Members Area for a sneak peek at presentations!
Why should I attend?
DOL fiduciary rule Free resource material
How do I register?
Where is the conference being held?
Location, location, location Travel and hotel logistics
Who are the sponsors?
Gold Sponsor – Milliman Silver Sponsor – TIAA
Bronze Sponsor – Income Discovery Bronze Sponsor – Asset Dedication, LLC
What else is happening around the conference?
Master RMA Bootcamp:
- Wednesday, July 20, at 9am, until noon Thursday, July 21. Stay through Thursday afternoon for more discussion/review time. Bootcamp is a combination of presentations and discussions, with emphasis on discussions.
- Online exam opens on Friday, July 22, through SSU’s online registration. Exam fee: $395 (includes RIIA membership)
- Pre-reading: Between the Issues: December 2015, Monitoring and Managing a Retirement Income Portfolio
- Other reading includes RIIA’s client book “What’s the Deal with the RMA®?”, the 2016 Practice Manual and the CFA Institute monograph “Longevity Risk and Retirement Income Planning”, which will be provided to conference attendees.
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