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2019 Annual Conference Experience

Join us for this industry-acclaimed conference packed with the latest on investments and wealth management. With sessions led by national thought leaders and six key tracks for learning, earn up to 24 Institute continuing education (CE) hours.

Sunday, May 5, 2019

Optional Pre-Conference Workshop: Wealth Management Workshop: An Overview of the CPWA Body of Knowledge in collaboration with Yale School of Management

 
1-4:30 p.m. | An Overview of the CPWA Body of Knowledge, John Nersesian, CIMA®, CPWA®, CIS, CFP®

This pre-conference session is for financial advisors and wealth managers who work with or aspire to work with high-net-worth (HNW) clients on the life-cycle of wealth: accumulation, preservation, and distribution. By applying concepts and techniques taught in the Certified Private Wealth Advisor® (CPWA®) program, attendees will learn to identify and analyze the challenges HNW individuals face, and understand how to develop specific strategies to minimize taxes, monetize and protect assets, maximize growth, and transfer wealth.

Register by May 5, 2019: $150
Approved for 4 hours of Institute CE, 4 hours of CFP CE
Space is limited

Register Here
 

Optional Pre-Conference Workshop: What Your HNW Clients Are Worried About


1-4:30 p.m. | Sponsored by Capital Group, home of American Funds


Recent changes in tax laws, central bank policy, and geopolitics have caught the attention of HNW clients. Advisors can add significant value by anticipating their clients' concerns and implementing strategies to address the uncertainty. Join this preconference workshop sponsored by Capital Group, as industry experts deliver practical solutions for preparing for economic recession, optimizing HNW tax and estate strategies, and building clients' confidence in their financial plans.

 

Detailed Workshop Schedule

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1-2:15 p.m. | How Long Until the Next U.S. Recession … and What To Do About It, Darrell Spence
 
That’s the No. 1 question we hear from financial advisors, and for good reason. Recessions are incredibly complex and often misunderstood but, most of all, they are difficult to predict. In this session, Capital Group economist Darrell Spence will discuss the intermittent nature of recessions compared to expansions, the key events that have triggered past downturns, and the steps investors can take to prepare for the next one, regardless of when it hits.
 
2:25-3:15 p.m. | Wealth Planning Across Life Stages: Tax Strategies For Clients In Each Generation, Leslie Geller
 
The Tax Cuts and Jobs Act of 2017 has resulted in a significant shift in the tax planning strategies used by all HNW clients, but the strategies that are most relevant to a particular client vary depending on the client’s age, life stage and other contextual factors.  Advisors can add significant value by recognizing the strategies that are most immediately relevant to their clients, and helping to implement these strategies on an individualized, context-sensitive basis.  Join Leslie Geller, a wealth strategist at Capital Group and former tax and estate planning attorney, as she explains the different planning strategies that should be top-of-mind for Millennial, Gen X and Baby Boomer clients, and how to evaluate these strategies based on individual client needs and circumstances. 
 
3:15-4:30 p.m. | Presentation by Robert Cooper, Ph.D.

Register by May 5, 2019: $95
Approved for 4 hours of CE
Space is limited

Register Here


Optional Pre-Conference Workshop: Professional Conduct and Regulation (Ethics)

2-4 p.m. | CFP Board Ethics Education Program, Marguerita Cheng, CFP®, RICP®, Blue Ocean Global Wealth
 
At the end of the course, participants will be equipped to:
 
  1. Identify the structure and content of the revised Code & Standards, including significant changes and how the changes affect CFP® professionals
  2. Act in accordance with CFP Board's fiduciary duty
  3. Apply the Practice Standards when providing Financial Planning
  4. Recognize situations when specific information must be provided to a client
  5. Recognize and avoid, or fully disclose and manage, material conflicts of interest
This program fulfills the requirement for CFP Board approved Ethics CE and qualifies for I-W Ethics, though it is NOT RECOMMENDED for attendees who are not CFP-certified. It has been designed to educate CFP® professionals on CFP Board's new Code of Ethics and Standards of Conduct effective October 1, 2019.

Register by May 5, 2019: $150
Approved for 2 hours of Institute CE, 2 hours of CFP CE
Space is limited

Register Here
 

How to register:

For those who have already registered for Annual Conference Experience and wish to take part in one of these workshops, please login to your dashboard and click on “My Conferences” on the bottom left-hand side menu and click “Manage Registration”. From there, you may select the pre-conference workshop you would like to add to your registration. Or fill out the pre-conference registration form and return it to conferences@i-w.org.
For those who have yet to register, simply add the session to your online registration.
Please Note: Pre-Conference workshops run concurrently, only one workshop may be selected to attend. All CE is currently pending approval and is subject to change.