Chicago, IL
The RMA Capstone is the executive education portion of the Retirement Management Advisor® certification program. Meet experts in your field while immersing yourself in advanced retirement education strategies. Network with like-minded peers to trade best practices and learn the latest trends in retirement income from Ivy League experts and top industry practitioners.
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:
Join us for the first, post-COVID, in-person education experience and reconnect with your peers.
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