It is time to look back and to take the measure of what we have done together over the last 12 years. These “12 years of RIIA” have, indeed, been a career high point for me, and for many of us, thanks to your personal contributions and financial support as members and sponsors. As we near the end of 2017, RIIA will be dissolved (effective December 29, 2017) to complete … {…}
Replay Webinar – Strategic Retirement Planning: How to Know a Great Plan When You See One – Nov 1
Date: Wednesday, November 1, noon – 1 pm ET
Replay is available in the member area.
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 definition of “the best retirement plan”.
Presenter:
Dirk Cotton, Retirement Researcher and Blogger
Dirk Cotton is a former executive of a Fortune 500 technology company. Since retiring in 2005, he has researched and published papers on retirement finance, spoken at retirement industry conferences and events, and regularly posted on retirement finance issues at his blog, The Retirement Cafeʹ. He is currently a Thought Leader at APViewpoint, Advisor Perspectives’ online community of investment advisors and financial planners. Dirk holds an undergraduate degree in computer science from the University of Kentucky, an MBA from Marymount University, and a certificate in financial planning from Boston University.
RMA® Reminder: Attendance at the webinar (or its replay) counts towards required CE for RIIA’s RMA designation. One webinar = 1 hour of credit.
For RIIA institutional members, all employees within the company are RIIA members and can take advantage of this member benefit.
Special Thanks to:
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