RIIA Summer Conference 2017 | Retirement Income Industry Association (RIIA) | 17 July 2017 | Salem, MA , United States
Venue
Salem, MA , United States
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| Event Date | Mon Jul 17 EDT - Tue Jul 18 EDT (over 7 years ago) |
| Location | Salem, MA , United States |
| Region | Americas |
Details
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