RMA Capstone In-Person

The RMA Capstone, the executive education component of the Retirement Management Advisor® (RMA®) certification, brings the retirement playbook to life. Attendees will hear from professors and practitioners alike, dialing into the critical issues of retirement planning with real-world cases and in-depth dialogue. Learn ways to add significant value throughout the retirement clients’ lifecycle, including the accumulation phase, transition phase, and especially the decumulation phase. Develop plans for risks unique to retirees, optimize decisions around Social Security and Medicare, and explore the non-financial elements of modern retirement.

In this RMA Capstone, you will:

  • Complete your RMA executive education requirements
  • Network and engage with other RMA candidates, faculty, and industry professionals
  • Enjoy educational presentations, panel discussions, Q&A, and facilitated dialogue.
  • Prepare to take the RMA certification exam, available either on-site after the Capstone or anytime electronically.
  • Earn up to 10 hours of premium, audit-proof CE for CFP®, CIMA®, CPWA®, and RMA® delivered by the Investments & Wealth Institute.

Join us for the first, post-COVID, in-person education experience and reconnect with your peers.

Senior couple meeting financial adviser for investment
Moe Allain
Sudipto Banerjee
Dorothy Bossung
Jason Fichtner
Francois Gadenne
Bill Harris
Rabbi Steven Leder
Mike Lonier
Marcia Mantell
CJ Miller
Robert Powell
Marcia Wagner
Keith Whitcomb
Roger Whitney

Click Here for the RMA Capstone Agenda