Drive Growth and Deeper Client Relationships with the RISA
Save the Date:
Drive Growth and Deeper Client Relationships 

August 28 and 29th, 2023

Don't miss your chance to join us for a 2-day masterclass to see how you can leverage the innovative Retirement Income Style Awareness (RISA®) assessment to personalize retirement income planning, build stronger client connections and future-proof your practice.
Founded by retirement income experts Wade Pfau + Alex Murguia, the RISA is a 15-minute assessment for individuals actively planning for retirement. Advisors can use the RISA to:
  • Better understand the ideal way clients would like to source retirement income
  • Define personalized planning strategies that fit their unique preferences
Save Your Spot!
Space is Limited.
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 By signing up for our program, you'll be added to our email promotion list.  
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G E T   O N   T H E   L I S T
(All attendees will also receive an exclusive special offer to help increase your ROI)
 Your Hosts
Alex Murguia, Ph.D.
R E S I D E N T    S U P E R    N E R D
Wade Pfau, Ph.D., CFA, RICP®
S E C R E T   S U P E R    N E R D
The RISA, a psychology-backed, research-driven income personality assessment, empowers individuals approaching or planning for retirement to identify and define their personal preferences for generating retirement income. For advisors, this represents a powerful way to differentiate their services by taking a personalized approach to retirement income planning, facilitating more meaningful discussions with their clients and ultimately building trust and loyalty within client relationships. The RISA will be available to the full market in January, but we’re giving those who attend our masterclass exclusive access to free, comprehensive training sessions with founders Alex and Wade, as well as a one-time-only licensing discount.
Interested in the opportunity to work directly with Alex + Wade to maximize the impact of the RISA at your firm?
Don’t miss Drive Growth & Deeper Client Relationships with the RISA: A 2-Day Retirement Income Masterclass. Join the Waitlist Now!
These client experiences are specific to the RISA® Profile tool and do not reflect opinions of any other entity.
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