Business people chatting at a conference in the office

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.

RMA Capstone Faculty

Subject to Change

Moe Allain
Dana Anspach
Sudipto Banerjee
Dorothy Bossung
Francois Gadenne
Bill Harris
Mike Lonier
Marcia Mantell
Moshe Milevsky
Robert Powell
Victor Ricciardi
Marcia Wagner
Keith Whitcomb
Roger Whitney