Join us for our 6th annual

Fall Conference & Awards Gala

October 4-5, 2012in downtown Boston at the historic

Omni Parker House

Come learn about new approaches top retirement income advisors incorporate to win the trust of a concerned public. You’ll hear about the latest competitive intelligence, research, market insight, and client relationship tactics from those “in the know.” They’ll provide you with a critical time-to-market advantage.

With a program built around key capabilities for success - Trust, Competency and Expertise – you will gain fresh, new perspectives and compelling insights into growing, highly successful advisory practices, products and services dedicated to retirement income planning and management.

To bring even more top advisors together as well as an added dimension to the discussions, RIIA has partnered with the AdvisorOne Retirement Income Symposium, part of the Summit Business Media Group, sharing networking breaks and the Awards Gala Dinner.

Unique Awards! The RIIA Awards Gala is the only place you’ll find the Excellence in Retirement Income Communications Awards, the Award for Achievement in Applied Retirement Research, PLUS the Academic Thought Leadership Award, sponsored by Allianz Global Investors.

RIIA • 101 Federal Street, Suite 1900 • Boston, MA 02110 • 617.342.7390 • Fax: 617.342.7080

Be In Front of Retirement Income

Leaders, Advisors & Innovators

Securing a Sponsorship position gives you an unprecedented opportunity to get your company’s message in front of key influencers in a dynamic setting with added exposure to attendees of the AdvisorOne Retirement Income Symposium!

That means more opportunities to share your offerings with more advisors, more executives, more leaders during shared networking times, the Awards Gala, and a common display area.

Sponsor benefits include speaking slots, special recognition, guest passes, inclusion in press releases and program advertising,

Gain valuable exposure through coverage by the industry’s top media outlets.

Gold and Silver Sponsors receive:•Prominent promotion in event advertising and press releases• Ads in the Retirement Management Journal•Table display space •Special recognition during the event•Networking opportunities with advisors, researchers, corporate executives, and academics•Signage•Guest passes

Check the RIIA-usa.org website for full details.

Sponsors Join other leaders in the industry committed

to supporting RIIA’s6th Fall Conference & Awards Gala

Gold: Allianz Global Investors

GuidedChoice

Bronze: American Century

10:00 – 12:00 Pre-conference: RIIA Research Committee RMA Continuing Education

12:00 – 1:00 General Registration (light buffet lunch)

1:00 – 1:15 Welcome Address and RIIA Segmentation Matrix

Competency: What does it take to competently build comprehensive, household focused, retirement plans?

1:15 – 2:00 The Real Story vs. the Good Story and the Role of OutliersWhat in the World is Going On: A Global Intelligence Briefing for Investment AdvisorsKeynote: Herb Meyer, Special Assistant to the Director of Central Intelligence and Vice Chairman of the CIA’s National Intelligence Council during the Reagan administrationIntroduction by: Clint Watts, Editor, SelectedWisdom.com, and consultant at Navanti Group, is an expert in identifying outliers in organizations

2:00 – 2:45 Finding the Real Story vs. the Good StoryDoug Short, VP, Advisor Perspectives, is a respected source on demographic trends and market dataJames Andrus, of News Patterns, shares how the firm uses sophisticated pattern discovery algorithms to illuminate competitive threats around you.

2:45 – 3:15 NETWORKING BREAK WITH SUMMIT MEDIA ATTENDEES

3:15 – 4:00 What’s the next biggest trend in the retirement planning community? Sherrie Grabot, CEO, Guided Choice

4:00 - 4:45 Panel: Silver Sponsors – TOPIC TBD

4:45 – 5:00 RMA TBD

Cocktails and Awards Dinner

5:00 - 6:00 Cocktails

6:00 - 6:30 Platinum Sponsor Keynote:

6:30 – 10:00 Awards Dinner Academic Thought Leadership Award sponsored by Allianz Global InvestorsApplied Research Award presented by Research Magazine/AdvisorOne.comHonoring John BogleRetirement Communication Awards presented by InvestmentNews, PlanSponsor, InvestmentWires, Source Media

Thursday, October 4

NEW in 2012Additional Networking

Opportunities with Advisors and Attendees of the Summit Business Media Conference

rev: 2012-06-25b

Opening address starts Thursday at 1. Conference ends Friday at 12:30.

7:00 – 8:00 Breakfast

Trust: What does it take for clients to trust you?

8:00 – 8:45 Gold Sponsor: TBD

8:45 – 9:30 The Madoff LessonsFrank Casey, Partner, SkyView Investment Advisors, LLC, is one of the whistle-blowers who took down Bernie Madoff’s operationIntroduction by: Lawrence Ford

9:30 – 10:00 Affiliate AssociationsPanel members: TBD

10:00 – 10:30 NETWORKING BREAK WITH SUMMIT MEDIA ATTENDEES

Expertise: What are the areas of expertise that matter the most?

10:30 – 11:00 RIIA Groups Take Lead in IndustryRIIA Income Annuities Valuation - Gary Baker, US President of Cannex, Chair of RIIA’s Annuity Valuation Task ForceRIIA Research Trends and Patterns – Elvin Turner

11:00 – 11:45 Gold Sponsor: TBD

11:45 – 12:15 Social Security Strategies and Integration into Retirement Income AdviceBill Meyer, CEO, Social Security Solutions, Inc., Introduction by: Bob Seawright

12:15 – 12:30 Closing Remarks

Friday, October 5

EVENT PRICING

Book your hotel separately. Conference room rate of $279 by Sept 14.

Mention code: RIS-RIIA

Omni Parker House60 School St

Boston, MA 02108(617) 227-8600 

Post Conference Columbus Day Weekend Special Extended stays include breakfast for two.

Conference rate available based on room availability.

Check the RIIA website for the latest updates on the conference. Twitter hashtag: #riiafc

Check out the Fall Conference press release for highlights of the event.

Sponsorship Information. Gain an even greater lead for your business by being a sponsor of this event. Sponsors receive a number of great benefits including keynote speaking spots, special recognition at the meeting, guest passes, inclusion in press releases and advertising in the conference program.

Cancellation Policy: If we receive your request to cancel 30 days or more prior to the conference start date, your registration fee will be refunded minus a $50 administrative fee (per paid attendee canceled). Cancellations occurring less than 30 days before the start of the event will receive a 60% refund (per paid attendance canceled).

Early Bird Rate LateEvent Pricing by Aug 17 Aug 18-Oct 1 after Oct 1

CONFERENCE AND AWARDS GALA $895 $1,295 $1,595 Financial Advisors $345 $445 $795

RIIA MEMBERS* $242 $312 $557 RMAs complimentary

AWARDS GALA (ONLY) $250 $300 $350 RIS attendees & RIIA Members $175 $210 $245

*regular & associate members - 1 complimentary registrationAll registered attendees receive a copy of the latest Retirement Management journal (RMJ)

Register by August 17thand SAVE

Register by August 17thand SAVE