Minding the Gaps: Mapping Compliance Solutions for The DOL’s Fiduciary Rule and Beyond 2017 | RIIA | 17 July 2017 | Salem, Massachusetts, United States
Venue
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| Event Date | Mon Jul 17 EDT - Tue Jul 18 EDT (over 7 years ago) |
| Location | Salem, Massachusetts, United States |
| Region | Americas |
Details
The conference will take place at Salem State University (SSU) in Salem, MA, 20 miles north of Boston, on July 17 & 18, 2017. It will be followed by our Retirement Management Analyst® (RMA®) Master Class on July 19 & 20.
The agenda under development currently includes 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
Speakers
Speakers for 2017
TBD
François Gadenne,
CFA®, RMA®,Chairman and
Executive Director of RIIA
Patrick Collins, Ph.D., CFA®,
Schultz Collins, Inc.
Meir Statman, Glenn Klimek Professor of
Finance, Santa Clara University
Dana Anspach, CFP®, RMA®,
Founder,
Sensible Money
Dirk Cotton,
The Retirement Café Blog
Sponsors & Partners
Sponsor for 2017
Nationwide