Summer Conference: TIAA Announced as Silver Sponsor

RIIA® is pleased to announce that TIAA will be a Silver 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.

Focused on helping people move to where they need to be in their retirement planning, the event 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 companies including: TIAA, PwC, Milliman and HealthView Services.  Click here for the latest agenda.  Register here.

With an award-winning track record for consistent performance, TIAA is the leading provider of financial services in the academic, research, medical, cultural and government fields.  TIAA has $861 billion in assets under management (as of 3/31/2016) and offers a wide range of financial solutions, including investing, banking, advice and guidance, and retirement services.

For more information about available conference sponsorships click here.

Transportation Instructions

SSU is a 25-minute drive from Boston’s Logan Airport or a short local train or bus ride from Boston.  SSU is 5 minutes by taxi from Salem train station.  From Boston’s main train stations, depending upon traffic, the journey by car/taxi is a minimum of 40 mins and may take an hour or more.

In addition to hotels listed by the North Shore Chamber of Commerce, here are options in Salem:

  • The Hotel Hawthorne (About 1.9 miles from SSU)  http://www.hawthornehotel.com
  • The Salem Waterfront Hotel (About 1.8 miles from SSU)  http://www.salemwaterfronthotel.com
  • The Coach House Inn (B&B, 0.5 miles from SSU) http://www.coachhousesalem.com

SSU’s basic dormitory suites also available for a very reasonable per night fee.  Suites are limited, so we encourage you to make reservations early.  For more information email [email protected] or call 978.542.6416.  The dormitory is right next to the Enterprise Center, where the conference will take place.

The conference will be followed by a Master-RMA (M-RMA) boot-camp (July 20/21/22, 2016).  The M-RMA boot-camp will deliver in-depth lectures on directed topics followed by the development of complete cases in a face-to-face environment. The M-RMA students are expected to attend the conference as well as the boot-camp.

For more information contact Francois Gadenne.

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