Investments & Wealth Institute to Host Focus on Advising the Great Wealth Transfer Seminar, Nov. 15 in Phoenix
Janus Henderson Investors’ Matt Sommer, Thornburg Investment Management’s Jan Blakely, and financial writer, Sarah Grillo among speakers discussing how advisors can best handle the Great Wealth Transfer.
DENVER (OCTOBER 16, 2018) - A new generation of investors brings new attitudes and expectations to the wealth management industry, while at the same time advisors are aging and leaving the industry faster than firms are replacing them. Learn how these two demographic trends disrupt established client-advisor relationships and how you can best handle the expected $30 trillion wealth transfer expected over the next few decades at the Investments & Wealth Institute® (formerly IMCA®) Focus on Advising the Great Wealth Transferseminar, November 15, 2018 at the Pointe Hilton Tapatio Cliffs Resort in Phoenix, AZ.
In this one-day seminar, advisors will learn from top academics, practitioners, and industry experts how advisors can best handle the generational wealth transfer with sessions focusing on:
- Managing Legacy Wealth
- Unlocking Liquidity in Your Clients’ Privately-held Businesses
- How Advisors Should Talk to Millennials If You Want Them to Listen To You
- Does Gender Influence the Selection of a Financial Advisor?
- Estate Planning
Advisors can earn up to six hours of continuing education credit. The Institute is a CFP Board CE Quality Partner.
Registration is now open for Focus on Advising the Great Wealth Transfer. For detailed event information, visit the Focus on Advising the Great Wealth Transfer event web page.
For additional information, contact Devon Coquillard, communications manager, at dcoquillard(at)i-w.org or (303) 850-3202.
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.
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