This fall’s Forum is an exclusive executive education program for Association members, invited advisors and industry leaders. Earn up to 14.5 Association and CFP®-certified CE credits.
DENVER, COLORADO / ACCESSWIRE / July 11, 2024 / The Investments & Wealth Institute (the “Institute”) is pleased to announce the lineup of distinguished plenary speakers for its annual Investment and Wealth Strategies Forum, to be held at the Loews Chicago Hotel from September 30 to October 2, 2024. Under the theme “Adaptive Wealth Management: Advanced Strategies for Forward-thinking Advisors,” the Forum will feature leading executive education professors, prominent industry thought leaders, and elite investment and wealth advisors.
Keynote speakers will discuss important timely topics such as the potential market impact of the presidential election, strategies for adaptive investing, and cultivating “grit” within yourself and your team.
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Liz Young-Thomas, CFA®, Head of Investment Strategy at SoFi We analyze changing economic conditions and their impact on capital markets to identify ways to adapt investment strategies to strengthen client portfolios.
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Bruce Mellman, JD, Mellman Consulting Partner, We assess the potential impact of the 2024 presidential election on financial markets and regulatory policy, and share strategies for advisors to address client concerns and guide investment decisions in a volatile geopolitical and economic environment.
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Dr. Lauren Eskreis Winkler, Assistant Professor, Kellogg School of Management, Northwestern University; We explain the concept of “grit” and its importance, as well as how it differs from talent in predicting the long-term success of team members.
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Merle Erickson, Professor of Accounting, University of Chicago Booth School of Business; We provide an overview of the types of privately held companies that can be sold in a manner that provides significant tax savings to the buyer, and also discuss how changes in tax rates under a future U.S. government administration may affect plans for such transactions.
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Azish Firabi, JD, M.A., Associate Professor of Business Ethics and Executive Director of the Carrie M. Maguire Center for Financial Services Ethics at the American College; We explore the ethical principles guiding the use of AI in financial services, the issues that concern financial regulators, and the practical implications for advisors and their clients.
“Given the uncertainties ahead, we sought the expertise of these five inspiring speakers to provide Forum participants with insights and solutions they can apply as they engage face-to-face with clients in the fourth quarter of 2024,” said Eric Flett, CEO and president of Concentric Wealth Management and volunteer chair of the Strategy Forum planning committee. “The entire Strategy Forum program content is designed to help successful, growth-oriented advisors gain the knowledge and skills they need to successfully serve the complex needs of their high-net-worth clients.”
The Investment and Asset Strategies Forum is the more intimate and advanced of the two events the Institute hosts annually; the larger is the Experience Conference, held each spring. The Forum is expected to attract more than 300 elite and experienced professionals in investment and asset management, providing a focused and sophisticated learning environment. In addition to plenary sessions, the Forum typically features around 20 general sessions with a number of industry-leading speakers at the forefront of innovation in investment and asset management. Held each fall in different cities across the country, the event provides a “master” level education, delivering an impactful and cutting-edge program for experienced investment and asset management managers.
Key topics included in this year’s Forum programme include:
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Portfolio diversification, risk management and asset allocation strategies in anticipation of policy changes.
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We perform proactive income tax and estate planning for our clients, anticipating and adapting to potential tax law changes to achieve optimal financial outcomes.
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Guidance on retirement savings strategies, Social Security planning, and responding to potential changes in retirement policy.
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Communication skills to address customer concerns, manage expectations, and provide reassurance during uncertain times.
Participants who register this year can earn up to 14.5 continuing education (CE) credits toward Certified Investment Management Analyst® (CIMA®), Certified Private Wealth Advisor® (CPWA®), Retirement Management Advisor® (RMA®), and/or Certified Financial Planner® (CFP®) certifications.
Conference registration is now openEarly registration pricing is $1,295 until September 2, 2024.
About the Investments & Wealth Institute
Founded in 1985, Investments & Wealth Institute is the premier professional association, educational institute, and standards organization for financial advisors. Through award-winning events, publications, courses, and highly respected certifications (Certified Investment Management Analyst® (CIMA®), Certified Private Wealth Advisor® (CPWA®), and Retirement Management Advisor® (RMA®) certifications), the Institute delivers Ivy League-quality, highly practical education to more than 30,000 practitioners annually in over 40 countries. The Institute’s members include some of the industry’s most successful investment consultants, senior financial planners, and private wealth managers, who embrace excellence and ethics in applying their extensive knowledge and skills in their daily work with clients. For more information, visit https://investmentsandwealth.org/home.
contact address
Allison Edmondson
+1 303-850-3207
[email protected]
Company website
https://investmentsandwealth.org
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