Calendar of Events

In this multi-session webinar, women in wealth discuss the long-term ramifications of today’s current events, including the impact of financial planning, how business models may change, complications of incorporating new business models, and client communication issues such as counseling clients through retirement and investment risks.

Taxes on the sale of appreciated real estate may be significant. A 1031 exchange is one of the most effective investment tools for real estate owners looking to defer capital gain taxes on the sale of appreciated investment properties. In this one-hour webinar sponsored by Black Creek Group, learn how 1031 exchanges allow your clients to defer taxes on the sale of the investment property while also maintaining their exposure in the real estate sector.

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.

 

Regime-based asset allocation is a dynamic approach that relies upon a macroeconomic framework to allocate assets. This approach gained prominence after the 2008 financial crisis and may warrant consideration in today’s market environment. This webinar will address the following: what is regime-based asset allocation, the various macroeconomic conditions to consider, the practical implications of employing the approach, and whether it makes sense in today's market environment.

The industry's premier wealth management conference. Join 400+ thought leaders at the cross section of change during this 2-day conference. Learn wealth management techniques from financial powerhouses, practitioners and industry game changers.

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. Continuing Education credit (CE) is not available for this overview.

To be an exceptional retirement advisor, you must consider not only the changes to a client's income as they approach or are in retirement, but also to their mindset. Join the Institute’s Chief Learning Officer, Devin Ekberg, CIMA®, CPWA®, CFA®, as he explores what makes the RMA program different and the process to achieve it in this live 30 minute webinar. Continuing Education credit (CE) is not available for this overview.

Join us for a half-day of education focused on investment portfolios. Portfolios for high-net-worth (HNW) clients are more sophisticated than the average affluent client. They require enhanced access to asset classes and products, such as private equity, alternatives, impact investing, and derivatives. These portfolios may also involve leverage and lending and require an elite advisor to manage all the moving parts.

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.