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fg 3 months ago.
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The 2016 Summer Conference will take place at SSU. We Look forward to input into agenda topics and questions…
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Here is the next N&V summarizing a speaking session from our Summer Conference in Salem:
This was a great Summer Conference. After 19 traditional conferences, we tried a new conference model. Not only were the atmospherics and logistics great, the substance was so good that it changes minds, including ours. For details, see link below:
http://riia-usa.org/michael-kitces-dol-fiduciary-rule-fintech-and-the-rma-whats-the-connection/
We are now publishing News&Views based on the conference sessions/speakers. Some of those will turn into full blown RMJ papers over time.
Here is the first such N&V, more to come over the next few days/weeks:
http://riia-usa.org/embracing-the-86-levels-of-service-in-riias-procedural-prudence%e2%84%a0-map/
Here we go!The Conference starts tomorrow.
We are preparing a recap communication about the Conference.
Before we publish the recap, note our sponsors: Milliman (Gold), TIAA (Silver) and…
http://riia-usa.org/summer-conference-income-discovery-announced-as-a-bronze-sponsor/
A few important updates about the conference in the last few days:
http://riia-usa.org/summer-is-the-new-spring-and-fall-riias-summer-conference/
http://riia-usa.org/summer-conference-four-question-survey-on-the-dol-fiduciary-rule/
Do you know where the conference is taking place?
do you know how to get to the Summer Conference in Salem?
Directions:
We are now entering the final few weeks before the Summer Conference and the presentations are coming in. Members can find them on the Members-Only site.
The topic of measuring, benchmarking and validating the quality of retirement planning advice will be an important topic during the conference.
Yesterday’s News&Views is the first of a series developing this topic, leading to the important presentations that will take place during the conference:
http://riia-usa.org/how-complete-is-your-retirement-planning-process/
Question from Ron: Is the Conference agenda visible on ly to RIIA members?
Answer:
The Conference Agenda is visible to all on this public website, here are a few links that get you to it:
http://riia-usa.org/register-for-summer-conference/
http://riia-usa.org/category/events/
Here is the direct link to the agenda:
http://riia-usa.org/wp-content/uploads/2016/03/RIIA-Summer-Conference-Agenda.pdf
The items that are for members-only are the conference presentation and the ability to view them before, during and after the conference on the 2016 Summer Conference page in the members-only website.
Speakers are posting their presentations on the members-only website so that members can look at them before, during and after the conference.
Speakers are also posting News&Views about their presentations before the conference. Some of them will also have peer-reviewed papers in the post-conference RMJ issue (sponsored by Milliman) that we will publish after the conference.
Recent conference links:
http://riia-usa.org/summer-conference-tiaa-announced-as-silver-sponsor/
As you likely noticed, some of our daily News&Views provide a preview of the session topics of the Summer Conference in Salem.
See below, the current list of these previews:
http://riia-usa.org/perspectives-the-impacts-of-the-fiduciary-rules-summer-conference-panel/
http://riia-usa.org/previews-riias-summer-conference-panels/
Looking forward to the Summer Conference!
Registrations are now open for the Summer Conference. We are working on a special evening event on July 18. You will want to be there. Register now.
The Summer Conference (July 18/19) will take place at Salem State University.
It is followed (July 20-22) by our first Master RMA boot-camp.
I’ve marked my calendar already! See you in Salem in July.
