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: