RPMI CONFERENCE 2011
December 7-9th, 2011
The Breakers Palm Beach

The 6th Annual RPMI Retirement Advisor Business Development Conference was a huge success. This year's conference specifically addressed the interests and needs of the professional retirement plan advisor with the following key topics: (See Agenda):

  • Special key note address: Christopher Gardner’s inspirational real-life success story was the basis for the book and subsequent blockbuster film “The Pursuit of Happyness” starring Will Smith. His moving hour-long keynote brought everyone to tears both from laughter and heartfelt empathy.

  • Building a Practice: Moving up market and/or building a dynamic and successful small market practice.
  • Explore: The Multiple Employer Plan Opportunity.
  • Navigate the post-fee disclosure environment: Advisors learned how to get what they were worth!
  • Investment Strategies: We examined Target Date, Stable Value and other DC investment strategies.
  • Best Practices: Behavioral Finance, Plan Design Optimization Consultative Selling, Presenting, and Closing Strategies

The Breakers Palm Beach

VENUE: The new venue at The Breakers was the talk of the 2011 conference. The beautiful Breakers lawn was the perfect location for the oceanside welcome reception sponsored by MassMutual. Many attendees took advantage of the great room rate that was available for three days before and after the event to spend with family, play a round of golf, or get pampered at the Breakers' world-class spa.

View the 2011 sponsors here.