Summer Conference: Income Discovery Announced as a Bronze Sponsor

RIIA® is pleased to announce that Income Discovery will be a Bronze Sponsor of the summer conference “Minding the Gaps: Helping People Move Where They Need to Be.”  The conference will be held July 18-19 at Salem State University (SSU)’s Enterprise Center, 20 miles north of Boston.

Income Discovery’s Manish Malhotra describes the company as follows: “Income Discovery is a personalized investment advice software for baby boomers transitioning into and living in retirement, building for them a personalized optimal strategy to provide them a better outcome in retirement. Use of such personalized investment advice from a third party computer model that optimizes based on distribution focused risk-reward metrics proves that the recommendation is in the client’s Best Interest under the new Department of Labor Fiduciary Rule.”

Focused on helping people move to where they need to be in their retirement planning, the summer conference will provide RIIA’s unique perspective on working with clients in the new fiduciary environment.

Conference speakers include well-known advisors, academics and leaders from leading distributors, vendors and manufacturers.  Click here for the latest Summer Conference Agenda.  Register here.

For more information about available conference sponsorships click here.

Join us for the Summer Conference. Register for the September online class now and get a free registration to the Summer Conference.