Renowned Financial Planning Authority, Harold Evensky, Joins the Board of Governance for the Retirement Management Analyst(SM) Designation Program
MAY 14, 2012 - 09:34 ET
FOR: RETIREMENT INCOME INDUSTRY ASSOCIATION
BOSTON, MA--(Marketwire - May 14, 2012) - The Retirement Income Industry Association (RIIA) announced that Harold Evensky, CFP®, AIF®, renowned financial planning authority and founder and president of Evensky & Katz, a nationally respected wealth management firm, has joined the Board of Governance for the Retirement Management Analyst Designation (RMA) Program.
The RMA program is a scientifically based, rigorous retirement income planning curriculum and examination designed to serve the advanced education needs of advisors and professionals across the financial services industry. Individuals earning the RMA designation are uniquely prepared to deliver retirement income solutions and services to clients wanting secure income streams and ongoing professional retirement income management.
As a member of the RMA Governance Board, Evensky brings his expansive experience in financial planning to provide direction and oversight to the RIIA Advisory Education Business Unit. He will oversee development and enhancement of the RMA Code of Ethics and complaint adjudication process, serving also as a primary interface with regulators and the compliance community in connection with the RMA.
"Harold is a strong supporter of RIIA and our efforts to bring forth the best, most advanced education in the retirement income management space," commented Francois Gadenne, RIIA's Executive Director and Chairman. "His incredible financial planning background combined with his leadership in the industry and proven ability as an instructor with such institutions as Texas Tech University will be invaluable as the curriculum surrounding the RMA designation rapidly expands."
Evensky has been a featured speaker on investment topics at numerous national and international conventions, including the AICPA, the ICFP, the IAFP, the College for Financial Planning, the American College, the American Society CLU, and the AAII. He has served as Chair of the TIAA-CREF Institute Advisor Advisory Board and is a member of the Financial Planning Association, the Academy of Financial Services, and the CFA® Institute and is an associate member of the American Bar Association. He is the past Chair of the International CFP® Council, the CFP® Board of Governors, the Board of Examiners and the Board of Appeals. Additionally, he has written for and is quoted frequently in the national press, and is the author of The New Wealth Management (CFA® Investment Series), published by Wiley, Wealth Management, published by McGraw/Hill and co-editor of The Investment Think Tank, Theory, Strategy, and Practice for Advisers (Bloomberg) and Retirement Income Redesigned - Master Plans for Distribution (Bloomberg), which received the AXIOM business book of 2007 silver medal in the category retirement planning.
About the Retirement Income Industry Association (www.riia-usa.org)
Founded in 2006 by leading financial companies, advisors, associations and academics, the Retirement Income Industry Association (RIIA) provides a rigorous, research-driven, household-focused foundation for developing retirement solutions to serve retirees today and into the future. A non-profit organization, RIIA achieves its mission through a unique View Across the Silos allowing members to see change and disruption before others while achieving competitive advantage through diverse discussions, advanced education, market insight, research, comprehensive data, standards and thought leadership for successful retirement income management.
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