Sign In
Toggle navigation
Home > News Room > Helping Advisors Better Serve Their High-Net-Worth and Ultra-High-Net Worth Clients is the Goal of

Helping Advisors Better Serve Their High-Net-Worth and Ultra-High-Net Worth Clients is the Goal of Investments & Wealth Institute Wealth Advisor Forum, Oct. 8–9

Issue date: Wednesday, September 05, 2018

Contact Information: Greta Gloven | +1 303 850 3079 | Contact Email: ggloven@i-w.org

Helping Advisors Better Serve Their High-Net-Worth and Ultra-High-Net Worth Clients is the Goal of Investments & Wealth Institute Wealth Advisor Forum, Oct. 8–9

 
Wealth management professionals will learn the latest investment, tax, estate planning, charitable contribution, and next-generation strategies for their high-net-worth and ultra-high-net clients at Investments & Wealth Institute Wealth Advisor Forum.

DENVER (September 5, 2018) – Advisors who serve high-net-worth (HNW) and ultra-high-net worth (UHNW) clients will learn the latest wealth management strategies at Investments & Wealth Institute® (formerly IMCA) Wealth Advisor Forum, Oct. 8–9, 2018 in Chicago.

Due to the unique needs of HNW and UHNW clients, advisors with advanced expertise and knowledge can provide additional value for these clients by learning the latest tax, portfolio development, charitable contribution, estate, and investment planning strategies. Wealth Advisor Forum provides an opportunity for professionals to learn from the nation’s top wealth management experts and practitioners through more than 18 sessions featuring topics such as:  
 
  • Not Business as Usual: Populist Politics, New Media, and Trumpland  ̶ Howard Fineman, NBC News
  • Tax Planning Developments & Opportunities Under TCJA  ̶  Michael Kitces, MSFS, MTAX, CFP®, CLU, ChFC, RHU, REBC, CASI, Pinnacle Advisory Group
  • The Truth Machine: The Blockchain and The Future of Everything  ̶  Michael Casey, MIT’s Digital Currency Initiative and author, The Age of Cryptocurrency, The Truth Machine, and The Social Organism
  • An Aging World: Challenges and Opportunities for Financial Advisors  ̶   Cynthia Hutchins, CIMA®, Bank of America Merrill Lynch
  • Economic Forecast for 2018: A Roadmap for Businesses in the Trump Era - Marci Rossell, Ph.D., Journalist and Economist
  • Reimagining the Client Experience for Every Generation  ̶  Kimberly Lear Inlay Insights
  • Managing the Complex Dynamics of HNW Families with Divorces and Multiple Marriages – a panel discussion, Benjamin Feder, J.D., Strauss & Malik, LLP, Heather Locus, CPA, CFP®, CDFA, Divorce Practice Group, BDF LLC, and Karen Pinkert-Lieb, J.D., Schiller, Canto & Fleck LLP
  • The Kasem Story: How to Protect Your Clients from Elder Abuse – Kerri Kasem, Kasem Cares Foundation
An optional pre-conference workshop, The Exceptional Advisor: Communicate Your Value & Build Client Engagement, Oct. 7, will help advisors learn how to best differentiate themselves from other professionals in a global and highly competitive marketplace by helping them showcase the knowledge earned through obtaining advanced credentials.

Wealth Advisor Forum offers up to 20 hours of live and online continuing education (CE) credit, including one hour of ethics CE for Certified Investment Management Analyst® (CIMA®), Certified Private Wealth Advisor® (CPWA®), and Retirement Management Advisor℠ (RMA℠) certificants. The Institute is a CFP Board CE Quality Partner.  

Wealth Advisor Forum registration is now open. For discounted early-bird pricing, register by September 14, 2018. For detailed event information, visit the Wealth Advisor Forum.   
 
For Information:
For additional information, contact Greta Gloven, director of communications, ggloven@i-w.org or (303) 850-3079. Journalists interested in receiving conference credentials should contact Greta Gloven, at ggloven@i-w.org or (303) 850-3079.
 
About the Investments & Wealth Institute®
Established in 1985, the Investments & Wealth Institute, formerly known as IMCA, is a professional association, advanced education provider, and standards body for financial advisors, investment consultants, and wealth managers who embrace excellence and ethics. Through its publications, events, assessment-based certificate programs, and advanced certifications, the Institute delivers premier-quality, practical education to advanced practitioners in more than 38 countries.

The Certified Investment Management Analyst® (CIMA®) certification is the peak international, technical portfolio construction program for investment consultants, analysts, financial advisors and wealth management professionals. The CIMA program is distinctive as one of only a few global certifications in financial services to meet international accreditation and quality standards (ANSI/ISO 17024) for personnel certification programs.

The Certified Private Wealth Advisor® (CPWA®) certification is an advanced professional certification for advisors who serve high-net-worth clients. It’s designed for seasoned professionals who seek the latest, most advanced knowledge and techniques to address the sophisticated needs of clients with a minimum net worth of $5 million. Unlike credentials that focus specifically on investing or financial planning, the CPWA program takes a holistic and multidisciplinary approach.

The Investments & Wealth Institute® is a registered mark of Investment Management Consultants Association Inc. doing business as Investments & Wealth Institute. CIMA®, Certified Investment Management Analyst®, CIMC®, CPWA®, and Certified Private Wealth Advisor® are registered certification marks of Investment Management Consultants Association Inc. doing business as Investments & Wealth Institute. RMA(SM) and Retirement Management Advisor(SM) are marks owned by Investment Management Consultants Association Inc. doing business as Investments & Wealth Institute. The Investments & Wealth Institute does not discriminate in educational opportunities or any other characteristic protected by law.

Email GretaCall Greta