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Calendar of Events


Webinar: Adding Value to Investment Management Clients - An Overview of the CIMA Certification

Virtual Event

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 Chief Learning Officer, Devin Ekberg, CIMA®, CPWA®, CFA®, as he shows 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.


Webinar: Retirement Risks in a Post-Pandemic World

In this exclusive interview, Tony Davidow, CIMA®, interviews Anna M. Rappaport, FSA, MAAA. Retirees and those nearing retirement face a number of challenges post-retirement. The Society of Actuaries has done extensive research on  post-retirement risks and Anna Rappaport has been involved in this research for more than 20 years. COVID-19 has exacerbated some of the risks and uncertainty surrounding retirement plans. In this session, we will delve into the following topics and more: major retirement risks, whether public knowledge matches commonly accepted planning models, gaps in public knowledge about the risks, lessons learned from the COVID-19 experience, and how advisors can help with some areas where there is commonly less planning.
7 8

2020 Retirement Management Forum Livestream + On-Demand

The industry’s premier educational conference for retirement management. Gather with 300+ advisors at this 1-day conference to learn holistic retirement planning strategies from leading financial, wellness and healthcare experts.

Webinar: Investment Insights: 2021 Market Outlook and Year-end Planning

In this exclusive webinar, Tony Davidow, CIMA®, moderates a panel discussion with Todd Wagenberg, CIMA®, managing partner, Integrated Fiduciary Advisory; Scott Welch, CIMA®, chief investment officer–model portfolios, WisdomTree Asset Management; and Brian Ullsperger, CIMA®, managing director, Anderson Investment Advisory Services. These Investments & Wealth Institute board members will examine the current market environment and talk about communicating effectively with clients, positioning portfolios in these volatile times, and their market outlook for 2021 and will explore potential portfolio repositioning to prepare for a post-pandemic world.
25 27

ACE Academy 2021

Livestream + On-Demand
Join us as we REDEFINE the future of the investment and wealth management industry, starting with the ways we connect and engage with each other. Join us at ACE Academy 2021 , taking place April 25-27, for an opportunity to translate the latest research, insights and ideas into actionable strategies for your clients and prospects.