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Overview of RMA Workshops

Join Investments & Wealth Institute and PIMCO for a complimentary Investment Management Workshop—An Overview of the RMA Body of Knowledge

The Retirement Management Workshop is a half-day classroom program focusing on key aspects of The Retirement Management Advisor® (RMA®) advanced certification program. The RMA program is a unique mix of academic validation and practical application with a client-centered, “outcomes-based” approach.  With a multidisciplinary approach to retirement planning, the RMA certification provides advisors with an understanding of the client’s retirement mindset, strategies for custom risk assessment and unbiased solutions, combined with practical tools and techniques for an advisor’s practice. 

These complimentary workshops are designed for financial advisors who are interested in learning about the Retirement Management Advisor (RMA) certification. They are brought to you by Investments & Wealth Institute in partnership with PIMCO.

For questions please contact workshops@i-w.org.

*If you are already a member of the Investments & Wealth Institute or a holder of the RMA designation, we have set aside a limited number of reservations. Your attendance will be confirmed in the order that it is received and based on availability.
 
Upcoming Events:

Thursday, September 12, 2019
8:00 AM to 12:00 PM

Investments & Wealth Institute
5619 DTC Parkway, Terrace Tower Auditorium
Greenwood Village, CO 80111

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Schedule:

  8–8:15 AM
 The Retirement Landscape, Devin Ekberg, CIMA®, CPWA®, CFA®
  8:15–9:30 AM
7 Key Planning Strategies for Retirement, John Nersesian, CFP®, CIMA®, CPWA®, CIS, Head of Advisor Education, PIMCO

Make a tangible difference in helping your clients meet their goals by helping investors navigate key events throughout retirement. Help clients treat Social Security as an asset, guide investors through Medicare complexities, explore relocation considerations, and review charitable and legacy planning strategies. Attendees will focus on events surrounding longevity and effective retirement planning.
 9:30 –9:45 AM
Break w/ refreshments
 9:45 –10:45 AM
The “Shapes” of Retirement, Devin Ekberg, CIMA®, CPWA®, CFA®

Learn how the shape of retirement planning has evolved from a curve to a triangle to a rectangle, and how to identify the right approach for your retirement client. Developed from the RMA curriculum, this session highlights the Household Balance Sheet and how it forms the basis for a retirement plan your clients will understand and follow with confidence.  
 10:45 –11 AM
Break w/ refreshments
 11 AM –Noon
Managing Retirement Risks, Devin Ekberg, CIMA®, CPWA®, CFA®
 
Clients face unique risks in retirement, including longevity, health, and household shocks. An advisor must develop a framework for identifying and managing retirement risks, and develop a plan that’s easy to understand and implement. Developed from the RMA curriculum, learn a modern, clinical approach to retirement risk management and a practical decision-making process.





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Faculty:
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John Nersesian, CFP®, CIMA®, CPWA®, CIS
Head, Advisor Education, US Global Wealth Management, PIMCO


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Devin Ekberg, CIMA®, CPWA®, CFA® Chief Learning Officer, Investments & Wealth Institute


CE:

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This program will provide four (4) hours of CIMA®, CPWA®, RMA®and CFP® certification CE, pending approval by the CFP Board.