7 Steps to Protect Yourself, Your Practice and Your Clients Who Have Diminished Mental Capacity

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Date(s) - 06/15/16
12:00 pm - 1:00 pm

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Robert B. Mauterstock, CFP®, CLU, ChFC offers best practices to follow when one of your clients has a loss of memory. Remember, it’s not a question of if you will have to work with a client who has diminished mental capacity but when. Prepare yourself now to protect your client, yourself and your practice.

Sign Up for the September RMA Online Class at Salem State University and Receive a Complementary Invitation to Attend RIIA’s July 18/19 Summer Conference

RIIA®’s Summer Conference will provide a unique opportunity for individuals who are planning to sign up for the September RMA® Online Class to meet RMA graduates, RMA faculty, key lawyers and consultants working on compliance issues and business model toolkits for the DOL Fiduciary Rule, as well as executives from institutional members, sponsors and partners. Since this is … {...}

Webinar: Seven Steps to Protect Yourself, Your Practice, & Your Clients… June 15

Webinar: Seven Steps to Protect Yourself, Your Practice, and Your Clients Who Have Diminished Mental Capacity Date: June 15, 2016, noon – 1 pm ET Register What do you do when you discover that one of your clients has a diminished mental capacity? If you don't know what steps to take to protect your client and your practice, both may be at risk. In this webinar you … {...}

Financial Advisor Magazine Surveys the Post-DOL Landscape

Financial Advisor Magazine surveyed industry leaders including RIIA® on the post-DOL landscape as it relates to Annuities in a recently published story. Click here to read the story. RIIA’s focus has been consistent with its philosophy – retirement planning starts with the client. This approach was prophylactic and protective for the members who used it before the DOL … {...}

Perspectives: The DOL’s Fiduciary Rule and the Point of RIIA®’s “View Across the Silos℠”

The question RIIA® asked itself a while back was what does every adviser, broker-dealer, investment product producer, and most importantly, every consumer need. The really simple answer: Complete Information. So RIIA did the research, validated it, and now teaches the use of the Household Balance Sheet (HHBS) in the retirement planning process. RIIA’s Household Balance … {...}

Retirement Management Analyst® (RMA®) Graduates – Keeping Up With Your Annual Re-certification

If you are an RMA® Graduate (or if you’re thinking about joining this select group), how do you make sure your certification remains valid and in good standing with RIIA®? It’s easy! Once a year, on the anniversary of your official certification as a new RMA Graduate, submit a short summary of the continuous education (CE) activities you completed during the year. You’ll … {...}

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Jun 2016

The View Across the Silos ℠

The View Across the Silos

7 Steps to Protect Yourself, Your Practice and Your Clients Who Have Diminished Mental Capacity

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Sign Up for the September RMA Online Class at Salem State University and Receive a Complementary Invitation to Attend RIIA’s July 18/19 Summer Conference

Webinar: Seven Steps to Protect Yourself, Your Practice, & Your Clients… June 15

Financial Advisor Magazine Surveys the Post-DOL Landscape

Perspectives: The DOL’s Fiduciary Rule and the Point of RIIA®’s “View Across the Silos℠”

Retirement Management Analyst® (RMA®) Graduates – Keeping Up With Your Annual Re-certification

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