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With the RMA On-Demand Capstone, bring the critical issues of retirement income planning into focus with an in-depth exploration of the practical issues of retirees or those about to retire. Learn a process for asking the right questions to help clients build a resilient retirement income plan that helps them weather the unexpected. Get tools to help get them on track and keep them on track, on topics from lifestyle issues through tax planning and Medicare planning. Explore a process for implementing, communicating about, and monitoring the plan.
September 7-8 & September 14-15, 2022 | 4 hours each day live virtual; 16 hours total
With the Live/Virtual RMA Capstone, bring the critical issues of retirement income planning into focus with an in-depth exploration of the practical issues of retirees or those about to retire. Learn a process for asking the right questions to help clients build a resilient retirement income plan that helps them weather the unexpected. Get tools to help get them on track and keep them on track, on topics from lifestyle issues through tax planning and Medicare planning. Explore a process for implementing, communicating about, and monitoring the plan.
“Up until now there hasn’t been any formal training available to teach advisors the important differences between planning for accumulation and planning for retirement income. The RMA program is changing that. They developed a specialized curriculum one studies to become an RMA, or Retirement Management Advisor®. The material is fabulous and offers a tremendous amount of insight into the difference between accumulating assets and ‘decumulating’ assets.”
Founder, Sensible Money, LLC
"I believe this course and designation brings a fresh, updated and innovative view of retirement planning for today's day and age. This program has also helped me look at retirement planning in a different light and scope of structuring plans. It has made an impact almost immediately for me, my clients, and my business."
First Vice President, Wealth Management Advisor; Mussa Wealth Management of Merrill Lynch
"The RMA certification program provides essential information if you're in the business of helping clients with retirement planning."
Executive Financial Planner, Sensible Money, LLC
"The RMA certification program is very relevant to where the business is heading. Retirement outcomes and income segmentation will be critical drivers to the success of financial advisors moving forward."
Franklin Templeton
