Date: Wednesday, November 1, noon – 1 pm ET Register The Strategic Planning model, developed by John A. Pearce II and Richard B. Robinson, is widely taught in business schools. It is perhaps the best existing analog for retirement planning. This webinar will discuss an adaptation of the process to retirement planning and a … {…}
The Retirement Management Advisor℠ (RMA℠ ) designation has a new home! Welcome to the Investments & Wealth Institute™, formerly IMCA. We are pleased to announce our acquisition of the RMA designation along with other RIIA educational assets and look forward to supporting you. The Investments & Wealth Institute’s board of 13 directors, our 140-plus volunteers, and … {…}
What’s the greatest threat, and opportunity, for a worry-free retirement? It’s healthcare and more. Retirement experts shared their views with Chris Allen, Investius, at RIIA’s 2017 Summer Conference. RIIA’s RMA online program can help you understand what those threats and opportunities are for you and the client. Learn more at www.riia-usa.org. The next class begins in … {…}
Date: Wednesday, October 18, noon – 1 pm ET Replay Before we can effectively manage behavior we must first modify behavior, beginning with a structured and disciplined process. Success on retirement’s highway is not measured by how fast your car can go, but rather, how far can it travel. Segmentation is not Product driven, but rather … {…}
A key issue with retirement income is longevity, especially for women. Christine Russell, TD Ameritrade, talked with Chris Allen, Investius, at RIIA’s 2017 Summer Conference about the value of planning to manage this challenge. RIIA’s RMA online program can help you understand the client’s situation and develop a strategy for managing this risk. Learn more at … {…}