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Conferences & Events Calendar

Jan
29

Focus on HNW Tax Strategies for 2020

Virtual Event
Advisors with high-net-worth (HNW) clients require a different approach to tax planning and education. Strategies are emerging that call for clients to revisit their plans, particularly for those who own businesses, have complex estates, and donate generously to charity. Advisors can add significant value by raising key issues with their HNW clients and educating them about potential solutions.
Feb
13 14

2020 Investment Advisor Forum

New York Hilton Midtown, New York, NY
Powered by the renowned CIMA certification, the 2020 Investment Advisor Forum is the industry’s premier portfolio management conference. This event is designed and delivered by elite investment and wealth professionals with a single, common goal – increasing attendees’ knowledge, skills, and value. Immerse yourself in learning advanced portfolio management techniques from expert practitioners and Ivy League academics.
Apr
22

Focus on HNW Client Specialization

Virtual Event
Wealth comes in many shapes and sizes, but it's useful to segment HNW clients in terms of certain profiles. For example, an executive with a complex compensation package has very different advisory needs than a family business owner. Elite advisors adapt their wealth management approach based on the clients' unique situation.
May
27 30

Ace 2020 Boston: The Exceptional Advisor Conference

Hynes Convention Center, Boston, MA
The Annual Conference Experience—ACE is our flagship event and the largest, and most prestigious association conference for advanced financial advisors in the world.
Sep
10 11

2020 Behavioral Advisor Forum

The Palace Hotel, San Francisco, CA
The 2nd Annual Behavioral Advisor Forum is the premier educational conference for elite advisors who wish to incorporate the latest research and best practices in the field of behavioral science. Helping clients make better financial decisions is both an art and science. Join 300+ investment advisors, wealth advisors, institutions, academics and more at the world’s premier behavioral finance event. The event is a two-day, multi-track conference that gathers the leading authorities in behavioral economics, neuroscience, human decision-making, and communication. The experience includes discussions, presentations, interactive workshops, Q&A, and networking opportunities, all with the goal of providing elite access to industry leaders and improving financial outcomes.
Oct
8

2020 Exceptional Advisor Canada

Omni King Edward Hotel, Toronto, Canada
Today’s competition for high-net-worth clients is intense and the financial landscape is continuing to evolve. Set yourself apart from other financial professionals as we tackle practical ways to address these challenges through investment strategies, wealth management, retirement, tax and ethics.
Oct
26 27

2020 Wealth Advisor Forum

Swissôtel Chicago, Chicago, IL
Powered by the renowned CPWA certification, the 2020 Wealth Advisor Forum is the industry’s premier wealth management conference. This event is designed and delivered by elite wealth professionals with a single, common goal – increasing attendees’ knowledge, skills, and value. Immerse yourself in learning advanced wealth management techniques from expert practitioners and Ivy League academics. Join the Investments & Wealth Institute to learn and connect.
Dec
7 8

2020 Retirement Management Forum

The Diplomat Beach Resort, The Diplomat Beach Resort, Hollywood, FL
Clients of all ages are looking for expertise in retirement planning, especially when it comes to holistic, multidisciplinary planning for an entire household. An advisor can add more value by improving communication, trust, and investment outcomes. Learn a better way to support your retirement clients, join our special day-and-a-half conference to discover practical tools and techniques to use in your practice.