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Investment Sense Blog

U.S. Tax Summary for Wealth Advisors: Despite Uncertainty, Planning Must Be Done

Posted on 01/25/2018

Contributed by Linda Corman, guest contributor

Steve Siegel, JD, LLM, president of The Siegel Group, a national tax consulting and estate planning firm, shares his thoughts on the major overhauls to U.S. Tax Law.

Evolving a Professional Body of Knowledge

Posted on 01/23/2018

Contributed by Sean Walters, CAE, Chief Executive Officer, Investments & Wealth Institute. Originally posted on LinkedIn.

How and why do professional bodies of knowledge evolve? Sean Walters, Chief Executive Officer of the Investments & Wealth Institute, gives a simple four-part explanation of the importance of redfining bodies of knowledge.

FourTips to Energize your Professional Development in 2018

Posted on 01/09/2018

Contributed by Sean Walters, CAE, Chief Executive Officer, Investments & Wealth Institute. Originally posted on LinkedIn

Maintaining you professional development goals throughout the year can be difficult. In this post, Sean Walters, Chief Executive Officer of the Investments & Wealth Institute, gives four tips to help you meet development goals in 2018.
 

Only Two Weeks Away – Investment Advisor Forum, NYC, Jan. 16-17

Posted on 01/02/2018

By Josh Randall, Communications Assistant, Invesmtents & Wealth Instititue.

Investment Advisor Forum is only two weeks away. Register to make sure you don't miss Stephen Dubner, John Diehl, and Paul Sullivan!