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Advisor Institute

Advisor Institute

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Thank you for your interest in the DCIIA Advisor Institute!

DCIIA is committed to engaging with and supporting the advisor community through its Advisor Institute and the Retirement Research Center’s Advisor Institute Council (AIC).

Advisor members also have access to all other DCIIA member engagement opportunities, including:

Advisor Institute Forum

The Advisor Institute Forum, previously known as the Kohler Retirement Leadership Institute and typically held in June, is a joint initiative of DCIIA and HUB International. The Forum brings together senior executives to freely share ideas in a collaborative, intimate atmosphere. Attendees explore the future of our industry, engage in thought-provoking discussions, and enjoy networking opportunities with a cross-section of industry leaders.

Advisor Institute Council

The Advisor Institute Council serves as a direct connection point between the DCIIA RRC and the advisor community to help inform RRC research through active participation in focus groups, interviews, and surveys. The Council also reviews and provides feedback on RRC reports to drive actionable insights and holistic perspectives.

If you have questions, please contact us on info@dciia.org.