Save the Date for RIIA®’s 2017 Conference

Our Summer Conference will return to the campus of Salem State University on Monday, July 17, and Tuesday, July 18, 2017. It will be followed by our master class for Retirement Management Analysts® (RMA®) – the M-RMA boot-camp – on Wednesday, July 19, and Thursday, July 20.

The conference focus will be Minding the Gaps: Mapping Compliance Solutions for the DOL’s Fiduciary Rule and Beyond... See how you can enhance current processes and practices to comply and compete under the DOL’s Fiduciary Rule by leveraging the market’s best performing asset: RIIA’s Validated Knowledge. Read why Michael Kitces calls this the “Best Conference On Retirement Planning: RIIA Summer Conference 2017“.

The developing sessions currently include using the:

  • “Voice of the Client”  to guide your Enhanced Data Gathering
  • View Across the Silos℠ to develop your Reasons for Recommendations
  • Procedural Prudence map℠ to benchmark Reasonable Compensation

As well as:

  • Contingent Decision making in retirement planning models
  • What is good retirement planning judgement and how can advisors develop it?
  • Trending retirement planning research topics

Registration is open with conference fees currently at 2016 levels! In addition, member-only and Early Bird discounts are available.

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