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Calendar of Events

Sep
30

Strategies for Potential Inflation Outperformance

Webinar
Portfolios may be potentially protected against inflation with private real estate. Did you know that private real estate has historically delivered returns two- to four-times the rate of inflation, making it a potential hedge against inflation? Join us as we discuss how inflation impacts portfolios and why private real estate may act as a potential inflation hedge.
Oct
4

2021 Behavioral Negotiation for Advisors

Program convener and Yale SOM lecturer Daylian Cain, PhD will help you develop your own unique negotiating style that can be applied in both professional and personal situations. As technology and automation continue to transform the nature of work, interpersonal skills are becoming increasingly relevant as a way to add a competitive edge in business. The focal point of this program is developing practical negotiation skills through live sessions with fellow participants that will prepare you to be an effective leader in a world characterized by increasing complexity.
Oct
5

BeFi Barometer 2021

Webinar

What We’ve Learned About the Evolving Role of Behavioral Finance Through a Pandemic Lifecycle

Join thought leaders from Schwab Asset Management, the Investments & Wealth Institute and Cerulli Associates for a panel discussion as they showcase results from the 2021 BeFi Barometer and offer best practices for applying behavioral finance as a means to potentially improve client financial outcomes.

Oct
14

Advising Clients Through the Controllable Factors and Uncontrollable Risks of a Retirement Spending Plan

Webinar
This session uses Monte Carlo analysis to help you better understand the impact of changing the factors clients can control as well as how sensitive the portfolio may be to uncontrollable risks. Additionally, we’ll evaluate the efficacy of adding a registered indexed linked annuity with guaranteed lifetime income to a traditional equity and bond portfolio to help clients better handle the uncontrollable risks they will face in retirement.
 
Oct
18

Webinar: Adding Value to HNW Clients: An Overview of the CPWA® Certification with Chicago Booth

Webinar

Are you prepared to serve your high-net-worth (HNW) clients with the sophisticated strategies that they are seeking from their advisor? This live 30-minute webinar explores what HNW clients are looking for and how you can help them with the education you'll receive in the CPWA® certification program. Join Institute Program Director Mike Kurz, CIMA®, CPWA® and Chicago Booth Professor, Lubos Pastor, for this session. Continuing Education credit (CE) is not available for this overview.

Oct
18

Webinar: An Overview of the CIMA® Certification with Chicago Booth - Focus on Bond Pricing and Duration

Webinar

The CIMA® certification is even more relevant now given turbulent market conditions. Gain confidence in your investment strategies and net new business, even during a recession. Join the Institute’s Program Director Mike Kurz, CIMA®, CPWA®, and Chicago Booth Professor Kathleen Fitzgerald as they show you how the CIMA® certification can benefit you and your clients in this live 30-minute webinar. Continuing Education credit (CE) is not available for this overview.

Nov
1

Webinar: Adding Value to HNW Clients: An Overview of the CPWA Certification

Webinar

Are you prepared to serve your high-net-worth (HNW) clients with the sophisticated strategies that they are seeking from their advisor? This live 30-minute webinar explores what HNW clients are looking for and how you can help them with the education you'll receive in the CPWA® certification program. Join Institute Program Director Mike Kurz, CIMA®, CPWA® for this session. Continuing Education credit (CE) is not available for this overview.

Nov
1

Webinar: An Overview of the CIMA® Certification with Chicago Booth - A focus on Socially Responsible Investing

Webinar

The CIMA® certification is even more relevant now given turbulent market conditions. Gain confidence in your investment strategies and net new business, even during a recession. Join the Institute’s Program Director Mike Kurz, CIMA®, CPWA®, and Chicago Booth Professor Kathleen Fitzgerald as they show you how the CIMA® certification can benefit you and your clients in this live 30-minute webinar. Continuing Education credit (CE) is not available for this overview.

Nov
4

Moving from Surviving to Thriving

Webinar
As we wrap up the year and look towards the future, we must reflect on ‘what has been’ to give us the perspective and wisdom to determine ‘what could be.’ Explore critical questions such as, what do you and the team do better today than before the pandemic?, where may you have new vulnerabilities?, what is the biggest opportunity operating in the new environment? By asking yourself and your team these questions, you may identify areas you can improve for the New Year. 
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