A round up of articles & events to further your professional development
William F. Sharpe, PhD: Retirement Risks, Indexing, and the Graph No One Wants to See From the Retirement Management Journal
Retirement Management Journal speaks with Nobel Prize-winning financial economist William Sharpe about risks in retirement, portfolio construction and his legacy of thought leadership.
Earn the RMA® certification in as little as four months!
Invest in yourself in 2023 by learning from the brightest minds in retirement education. Grow your worth and set yourself apart as a retirement expert with the RMA® certification.
The RMA® program addresses real-time retiree challenges and is constructed to help advisors navigate the specific needs of those managing retirement income plans so that they can drive better outcomes.
Join the Institute's Enrollment Counselors Gray Bullard, MBA, Kari Estes and special guest RMA® instructor Mike Kurz, CIMA®, CPWA®, CFP, as they explore what makes the Retirement Management Advisor® program different and the process to achieve it.
At ACE Academy 2023, you can create your own experience by attending retirement-focused sessions during breakouts and super sessions. Speakers like David Blanchett of PGIM DC Solutions and Stephen Resch of Finance of America Reverse will share their insights through our retirement management track. Register before March 1 to save $100 on in-person registration.
Planning for Intergenerational Wealth Transfer 16.5 CE hours
This program is designed for advanced practitioners seeking contemporary wealth management strategies for their high-net-worth clients as they navigate through “the great wealth transfer.” Purchase the on-demand recordings from our latest conference in Scottsdale, AZ.
Phyllis C. Borzi, JD: Assessing Retirement Savings Programs From the Retirement Management Journal
Retirement Management Journal speaks with Borzi about the importance of saving for retirement, the structure of state or federal programs that facilitate employee retirement savings and the desirability of life-time income streams like the default distribution mechanism of Social Security.
Support the Investments & Wealth Foundation Support scholarship assistance for CIMA®, CPWA® and RMA® certificants
The Investments & Wealth Foundation's mission is to accelerate career advancement of target professionals who are currently underrepresented in the profession, thereby fostering sustainable diversity within the financial advisor profession. Help us create a more diverse workforce within the financial advisor profession by making a gift to support scholarship assistance for CIMA®, CPWA® and RMA® certificants.
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