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Join Hundreds of Industry Professionals for the First Ever Wealth Advisor Forum: Livestream + On-Demand  

Issue date: Monday, August 10, 2020

Contact Information: Devon Coquillard | +1 303 850 3202 | Contact Email: dcoquillard@i-w.org

Join Hundreds of Industry Professionals for the First Ever Wealth Advisor Forum: Livestream + On-Demand & Retirement Management Forum: Livestream + On-Demand

2020 Wealth Advisor Forum and 2020 Retirement Management Forum will be a fully online experiences occurring October 19-20 and Decemeber 7-8, 2020 respectively. Both will include livestream and on-demand components and the highly anticipated Women in Wealth Program.

 

The Investments & Wealth Institute has decided in the best interest of the health and safety of our attendees, staff and communities, to move the remainder of the 2020 conferences, the Wealth Advisor Forum and the Retirement Management Forum to livestream + on-demand formats.  Now, anyone may join these premier conferences from the comfort and convenience of their home or office!

About Wealth Advisor Forum: Livestream + On-Demand – October 19-20, 2020
Join hundreds of investment advisors, wealth advisors, financial planners, institutions, academics and more online for the world’s premier private wealth focused conference. The two-day conference gathers the right mix of up-to-date academic, industry expertise and the best practitioners in the field, covering the latest in wealth management.

Wealth Advisor Forum attendees will hear from experts including, Jeff Bush from The Washington Update; Sean Hannah, Ph.D.  Endowed Chair in Management, Wake Forest University School of Business; Michael Kitces, MSFS, MTAX, CFP, CLU, ChFC, RHU, REBC, CASL, Partner and the Director of Wealth Management for Pinnacle Advisory Group; and Steve Siegal, President, The Siegel Group among many others. 

About Retirement Management Forum: Livestream + On-Demand – December 7-8, 2020
Clients of all ages are looking for expertise in retirement planning, learn holistic retirement planning strategies from leading financial, wellness and healthcare experts. The conference will address the challenges around aging demographics, policy decisions and the state of retirement preparedness as well as the top tips for decumulation, health issues, inflation and forced retirement solutions. 

Retirement Management Forum attendees will hear from experts including, Patrick Collins, Jim Sandidge and Sarah Newcomb among others.
 
In addition to our great speaker lineups, attendees of both conferences will have access to designated networking opportunities, a vitrual exhbit hall, live Q&A with speakers, virtual polling, and the highly anticipated Women in Wealth programs planned for both events.

Please visit the www.investmentsandwealth.org to learn more about the Forums and for details on policies and procedures.
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For Information:
For additional information, contact Devon Coquillard, communications manager, dcoquillard@i-w.org or (303) 850-3202.



 

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