Join IWI's Retirement Management Forum: Learn from Top Experts

Posted by Allison Edmondson, Director of Communications

Oct 22, 2018 3:00:00 PM

Denver, CO — October 22, 2018Advisors from across the nation will gather for the Investments & Wealth Institute® (formerly IMCA) Retirement Management Forum, Dec. 3-4, 2018 at the Ritz-Carton Amelia Island, Florida, to learn how to better support their clients entering or nearing retirement.

As clients shift from asset accumulation to decumulation, an advisor can add a significant amount of value by improving communication, trust, and investment outcomes. Advisors will learn from top academics, practitioners, and industry experts how to best serve their retirement clients with four general sessions and 14 specialized workshops. National experts speaking include: 

  • Jonathan Golub, CFA®, Credit Suisse, managing director and chief U.S. equity strategist

  • Michael Kitces, CFP, CLU, CHFC, RHU, REBC, CASL, Pinnacle Advisory Group, partner and director of research

  • Arun Muralidhar, Ph.D., Mcube Investment Technologies LLC, co-founder

  • Moshe Milevsky, Ph.D., Schulich School of Business at York University, professor

  • Michael Guillemette, Ph.D., CFP®, Texas Tech University, assistant professor

  • John A. Nersesian, CIMA®, CPWA®, CIS, CFP®, Nersesian Wealth Education, LLC, founder

Advisors can earn up to 15 hours of professional development continuing education credit. The Institute is a CFP Board CE Quality Partner.

Registration is now open for Retirement Management Forum. For detailed event information, visit the Retirement Management Forum event web page. Early-bird pricing ends Nov. 2, 2018.


Recent Posts

No recent articles to show