RIIA® is pleased to announce that Asset Dedication will be a Bronze Sponsor of the summer conference “Minding the Gaps: Helping People Move Where They Need to Be.” The conference will be held July 18-19 at Salem State University (SSU)’s Enterprise Center, just 20 miles north of Boston.
Founded by Stephen J. Huxley Ph.D., and Brent Burns, Asset Dedication engineers retirement income portfolios for individual investors using the liability-driven method of investing common within the institutional world. From their research project at the University of San Francisco’s School of Business, there emerged a concept and process for balancing the risks of volatility and longevity through a goals and time-based approach to asset allocation. Since 1999, Asset Dedication has evolved into a turnkey asset management platform for financial planners across the country.
The summer conference, focused on helping people move to where they need to be in their retirement planning, will provide RIIA’s unique perspective on working with clients in the new fiduciary environment.
Conference speakers include well-known advisers, academics and leaders from leading distributors, vendors and manufacturers. Click here for the latest Summer Conference Agenda. Register here.
For more information about available conference sponsorships click here.
Join us for the Summer Conference. Register for the September Retirement Management Analyst® online class now and get a free registration to the Summer Conference.