|Event Date||Sun Jan 30 EST - Tue Feb 1 EST (5 months ago)|
The Diplomat Beach Resort Hollywood, Curio Collection by Hilton
3555 S Ocean Dr, Hollywood, FL 33019, USA
The industry’s premier educational conference for retirement advisors. Gather with 300+ advisors at this 2-day conference to learn holistic retirement planning strategies from leading financial, wellness and healthcare experts.
• Discover the top tips for decumulation
• Tackle job loss, health issues, inflation and forced retirement solutions
• Uncover tools to help manage Social Security, healthcare and insurance
• Address the challenges around aging demographics, policy decisions and the state of retirement preparedness
The Retirement Management Advisor certification Capstone takes place at the conference.
The capstone is part of the retirement management certification process. Attend the conference and be on your way to earning the RMA certification.
Denise Appleby CISP, CRC, CRPS, CRSP, APA, MJ
CEO, Appleby Retirement Consulting Inc.
Susan Bradley, CFP® , CeFT®
Founder, Sudden Money® Institute
Patrick J. Collins, CFA®, CLU®, PhD
Principal, Schultz Collins
Peter Conti-Brown, PhD, JD
Assistant Professor, The Wharton School of the University of Pennsylvania
Vice President & Chief Economist, Bipartisan Policy Center
Laurence Kotlikoff, PhD
Professor of Economics, Boston University
Ross Marino, CFP®, CeFT®, CPFA
Founder, Transitus Wealth Partners
Moshe Milevsky, PhD
Finance Professor, Shulich School of Business at York University
Tim Steffen, CPA-PFS, CFP®, CPWA®
Director of Tax Planning, Baird
Marcia Wagner, JD
Founder, The Wagner Law Group
• Finance of America Reverse
• Charles Schwab