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Overview of CPWA Workshops

Join Investments & Wealth Institute and PIMCO for a complimentary Wealth Management Workshop—An Overview of the CPWA Body of Knowledge

This complimentary workshop 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®), 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. 

Please note, this workshop is not intended as study prep for the CPWA Certification Exam. 

This one-day workshop will cover the CPWA Body of Knowledge, including:

  • Tax Planning
  • Family Wealth Education
  • Manager Performance Metrics
  • Employee Stock Options
  • Tax-Smart Retirement Planning
  • Behavioral Finance
For questions please contact workshops@i-w.org.
*If you are already a member of the Investments & Wealth Institute or a holder of the CPWA designation, we have set aside a limited number of reservations. Your attendance will be confirmed in the order that it is received and based on availability.
 
Upcoming Events:

Tuesday, May 14, 2019
8:00 AM to 4:00 PM

Boston College Club
100 Federal Street, 36th Floor
Boston, MA 02210
(617) 946-2828

Registration

Boston Schedule:
  8–8:30 AM
  Registration & Breakfast
  8:30–11:45 AM
  Part 1
  • Tax Planning
  • Family Wealth Education
  • Manager Performance Metrics
  11:45 AM-1 PM
  Lunch (included)
  1 PM-4:00 PM
  Part 2
  • Employee Stock Options
  • Tax-Smart Retirement Planning
  • Behavioral Finance
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Tuesday, June 18, 2019
8:00 AM to 4:00 PM

The Westin St. Francis San Francisco on Union Square
335 Powell Street
San Francisco, CA 94102
(415) 397-7000

Registration

San Francisco Schedule:
  8–8:30 AM
  Registration & Breakfast
  8:30–11:45 AM
  Part 1
  • Tax Planning
  • Family Wealth Education
  • Manager Performance Metrics
  11:45 AM-1 PM
  Lunch (included)
  1 PM-4:00 PM
  Part 2
  • Employee Stock Options
  • Tax-Smart Retirement Planning
  • Behavioral Finance
 








Faculty:
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John Nersesian, CFP®, CIMA®, CPWA®, CIS
Head, Advisor Education, US Global Wealth Management, PIMCO


CE:

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This program will provide six (6) hours of CIMA®, CPWA®, RMA®and CFP®CE