Retirement Management Advisor® (RMA®)

Most executive educational programs around retirement focus on helping you construct future retirement plans for your clients but lack any focus on helping those already in retirement. Our Retirement Management Advisor® program focuses on both, but, it takes it a step further and a lot deeper. The RMA® curriculum was designed to help advisors navigate the ins and outs of the complex world around retirement and retirees. It’s comprehensive. It’s holistic and it embodies everything from taking an outcomes-based approach to providing you with actionable tools and strategies you can implement immediately. It was meant for times like these too. The RMA® education addresses real-time retiree challenges. Our faculty bring relevant client challenges of today to the table. They share techniques and provide you with tips, tricks and ideas to keep your clients who are in retirement on track with their life-long goals. Address today’s retiree challenges with actionable ideas and strategies in less than 3-months.