Unlock Advanced Strategies at IWI's Wealth Advisor Forum

Posted by Allison Edmondson, Director of Communications

Sep 5, 2018 3:00:00 PM

Denver, CO — September 5, 2018  — Advisors who serve high-net-worth (HNW) and ultra-high-net worth (UHNW) clients will learn the latest wealth management strategies at Investments & Wealth Institute® (formerly IMCA) Wealth Advisor Forum, Oct. 8–9, 2018 in Chicago.

Due to the unique needs of HNW and UHNW clients, advisors with advanced expertise and knowledge can provide additional value for these clients by learning the latest tax, portfolio development, charitable contribution, estate, and investment planning strategies. Wealth Advisor Forum provides an opportunity for professionals to learn from the nation’s top wealth management experts and practitioners through more than 18 sessions featuring topics such as:   

  • Not Business as Usual: Populist Politics, New Media, and Trumpland  ̶ Howard Fineman, NBC News

  • Tax Planning Developments & Opportunities Under TCJA  ̶  Michael Kitces, MSFS, MTAX, CFP®, CLU, ChFC, RHU, REBC, CASI, Pinnacle Advisory Group

  • The Truth Machine: The Blockchain and The Future of Everything  ̶ Michael Casey, MIT’s Digital Currency Initiative and author, The Age of Cryptocurrency, The Truth Machine, and The Social Organism

  • An Aging World: Challenges and Opportunities for Financial Advisors  ̶  Cynthia Hutchins, CIMA®, Bank of America Merrill Lynch

  • Economic Forecast for 2018: A Roadmap for Businesses in the Trump Era - Marci Rossell, Ph.D., Journalist and Economist

  • Reimagining the Client Experience for Every Generation  ̶  Kimberly Lear Inlay Insights

  • Managing the Complex Dynamics of HNW Families with Divorces and Multiple Marriages – a panel discussion, Benjamin Feder, J.D., Strauss & Malik, LLP, Heather Locus, CPA, CFP®, CDFA, Divorce Practice Group, BDF LLC, and Karen Pinkert-Lieb, J.D., Schiller, Canto & Fleck LLP

  • The Kasem Story: How to Protect Your Clients from Elder Abuse – Kerri Kasem, Kasem Cares Foundation

An optional pre-conference workshop, The Exceptional Advisor: Communicate Your Value & Build Client Engagement, Oct. 7, will help advisors learn how to best differentiate themselves from other professionals in a global and highly competitive marketplace by helping them showcase the knowledge earned through obtaining advanced credentials.

Wealth Advisor Forum offers up to 20 hours of live and online continuing education (CE) credit, including one hour of ethics CE for Certified Investment Management Analyst® (CIMA®), Certified Private Wealth Advisor® (CPWA®), and Retirement Management Advisor® (RMA®) certificants. The Institute is a CFP Board CE Quality Partner.  

Wealth Advisor Forum registration is now open. For discounted early-bird pricing, register by September 14, 2018. For detailed event information, visit the Wealth Advisor Forum.   


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