2019 Retirement Management Forum

date

December 9-10, 2019

Named by Michael Kitces as one of the top 2019 events for financial advisors

About the Event

Clients of all ages are looking for expertise in retirement planning, especially when it comes to holistic, multidisciplinary planning for an entire household. As clients shift from an accumulation of assets to decumulation, their needs and mindset changes significantly. An advisor can add more value by improving communication, trust, and investment outcomes. Whether you’re part of the Institute’s Retirement Management Advisor® (RMA®) program, or simply looking for a better way to support your retirement clients, join our special day-and-a-half conference to discover practical tools and techniques to use in your practice.

Register Now

The Speakers

 

(Speakers subject to change)

General Session 1: An Optimistic Look at the U.S. Economy

Carlos Gutierrez, Former U.S. Secretary of Commerce, Chair of Albright Stonebridge Group 8:00 - 9:15 a.m. December 9, 2019

General Session 2: Redefining Retirement - What's Your Encore?

Larry Jacobson, Leading Authority on Non-Fiscal Retirement Planning 9:30 - 10:30 a.m. December 9, 2019

General Session 3: Longevity

Kelly Ferrin, Gerontologist and Longevity Expert 4:45 - 5:45 p.m. December 9, 2019

General Session 4: Keeping the Aging Brain Healthy, Boosting Memory and Lowering Risk for Dementia

Dr. Marc Milstein, Scientist, Researcher and Professional Speaker 8 - 9 a.m. December 10, 2019

General Session 5: Ethics

Richard Bowen,Citigroup whistleblower who repeatedly warned Citi executive management about risky business practices and potential losses related to mortgage lending 11:30 a.m. - 12:30 p.m. December 10, 2019
RMA Capstone Sessions

Social Security: Addressing the Critical Issues for Clients

Marcia Mantell, President of Mantell Retirement Consulting 12:30 - 1:45 p.m. December 9, 2019

How to Use Asset Liability Matching to Build a Safe Runway Into Retirement

Dana Asnpach, CFP, RMA, Sensible Money, LLC 2 - 3 p.m. December 9, 2019

RMA Curriculum Workshop: Procedural Prudence Map

Mike Lonier, Lonier Financial Advisory LLC, President 3:30 - 4:30 p.m. December 9, 2019

RMA Curriculum Workshop: Risk Managment

Devin Ekberg, CFA, CIMA, CPWA, Investments & Wealth Institute 9:15 - 10:15 a.m. December 10, 2019

RMA Curriculum Workshop: Household Balance Sheet

Bob Powell, Editor of TheStreet’s Retirement Daily, is longtime financial journalist, and a regular contributor to TheStreet, Income Seeker and USA Today 10:30 - 11:30 a.m. December 10, 2019

 

RMA Candidates:

*You are not required to be an RMA Candidate to attend the Retirement Management Forum.

If you’re an RMA Candidate: The Retirement Management Forum, along with some supplemental pre-conference videos and the proctored exam held the afternoon of December 10, will serve as your Capstone for the RMA designation.* If you are currently registered for the RMA Pathway to Certification, we will reach out to you by email with the VIP link to register.

 

If you would like to become an RMA and have not yet registered for the RMA, register for the Pathway to Certification here, and you will also be contacted by email with the VIP link to register for the conference.

Key Objectives

Learn a practical, comprehensive framework to make decisions based on the clients’ exposure and preferences, and reduce their risks

Master the rules and processes around options when comparing social security, healthcare and insurance

Apply behavioral science techniques to address the human side of retirement planning

Uncover cutting-edge research around aging demographics, policy decisions, and retirement preparedness

 

Thank You to Our Participating Partners & Sponsors

RMF_Partner_Banner03

 

 

Contact Us

 

Investments & Wealth Institute

5619 DTC Parkway, Suite 500

Greenwood Village, CO 80111

www.investmentsandwealth.org

303-770-3377

For sponsor and exhibitor information contact sales@i-w.org

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