Calendar of Events

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.

In this exclusive webinar, Tony Davidow, CIMA®, interviews John A. Nersesian, CIMA®, CPWA®, CFP®, Head of Advisor Education, PIMCO. An abundance of academic literature highlights behavioral biases that investors exhibit over time. Daniel Kahneman, Richard Thaler, and Meir Statman have explained how investors too often react emotionally and not rationally. In this webinar, we will delve into the most common behavioral biases, how advisors should identify which clients exhibit these biases, the implications for investors and advisors, and tactics and techniques to overcome behavioral biases.

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.

Since 1990, there have been nearly 20 global events that have caused short-term panic and uncertainty. The Covid-19 pandemic has created significant volatility in the stock market and record low interest rates, resulting in an income crisis as investors search to find yield. Private (non-exchange traded) real estate may offer a way to shield investors from short-term volatility of the stock market while also generating income. In this one-hour webinar, join Black Creek Group as they discuss the resilience of private real estate amidst historical global crises and how to provide a meaningful source of income for investors in a time of low yield. 

In this exclusive webinar, Tony Davidow, CIMA®, interviews Noel Pacarro Brown, CIMA®, CPWA®, Financial Advisor, First Vice President, Investing with Impact Director, Family Wealth Advisor, Senior Investment Management Consultant, The Conscious Wealth Management Group at Morgan Stanley. We’ll explore the importance of “Purpose” and why it matters so much today. We will delve into industry trends and developments surrounding sustainable investing. This session will cover the following: what are the 10 Ps, why this is important today, how it fits within the consulting process, and what  role advisors should play in aligning portfolios and purpose. 
 

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.

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.

The industry’s premier educational conference for retirement management. Gather with 300+ advisors at this 2-day conference to learn holistic retirement planning strategies from leading financial, wellness and healthcare experts.