LIVE AUDIO BROADCAST THIS WEEK
Delivering High Impact, High Volume Client Reviews
Registration deadline for live broadcast is 4 PM ET, Thursday, January 21
CE Credit: One hour
Presented by Kevin M. Sanchez, MBA, CIMA®, CFP®, and Brian Sharpes, CIMA®, Golden Gate Institutional Consulting Group of UBS Institutional Services
Scheduling, preparing, and holding client reviews is a time-consuming, but extremely vital, aspect of keeping your practice profitable and on-track. This session will demonstrate examples of how to structure your practice and the process needed to efficiently meet with each client—whether institutional or high-net-worth individual—on a quarterly basis. Click here for more information and to register.
_______________________________________
EARLY-BIRD REGISTRATION ENDS FRIDAY, JANUARY 22!
IMCA 2010 Specialty Conference—Asset Allocation
Conference Dates: February 22–23, 2010
CE Credit: 12.5 hours, including one ethics hour
An additional 4 hours of CE are available by registering for and attending the extended session on Tuesday, February 23.
You won’t want to miss this conference, held at The Fairmont Scottsdale, Scottsdale, AZ, where Justin Fox, 2009 Financial Times nominee for best business book, The Myth of the Rational Investor, documents the history of the efficient markets that led many to their doom in the latest crisis. Hear real-world perspective from James J. Dunn, chief investment officer at Wake Forest University, on whether or not the critique of the endowment model holds merit. Find out what Mark Taborsky, executive vice president of asset allocation at PIMCO, thinks about the economic recovery leading to a new normal of de-risking, de-leveraging, re-regulation, and ultimately to reduced GDP expectations. Learn from F. John Mathis, PhD, director of Global Financial Services Center and professor of global banking and finance at the Thunderbird School of Global Management. Additional sessions focus on sustainable investing, allocating to Asia, asset dedication and asset management liability, real estate and REIT investing, endowment models, and more. Click here for more information and to register.
_______________________________________
IMCA 2010 Annual Conference
Conference Dates: May 17–19, 2010
Early-bird registration deadline is April 16!
CE Credit: 20+ hours, including one ethics hours
This conference, held at the brand-new Hilton Orlando Bonnet Creek and Waldorf Astoria Orlando in Orlando, FL, offers an unparalleled opportunity to network, attend first-class workshops, attain continuing education credits, and more. Plan to attend the event of the year for advanced investment and wealth management professionals, featuring keynote presentations from William L. Fouse, MBA, CFA®, co-founder and chairman emeritus of Mellon Capital; Peter J. Gomes, Harvard Divinity School professor; Michael Lewis, financial journalist and author; Richard Marston, PhD, professor at The Wharton School; Joseph Stiglitz, PhD, Columbia University professor; Marvin Zonis, PhD, economist and professor at The University of Chicago Booth School of Business; and many more. Click here for more information and to register.
_______________________________________
Certified Private Wealth AdvisorSM (CPWA®) Designation Program
Pre-study commences in March 2010. In-class program will be held September 20–24, 2010, at The University of Chicago Booth School of Business.
Enrollment deadline is February 26, 2010!
The CPWA designation program is an advanced credential created specifically for wealth managers and advisors who work with high-net-worth clients on the life cycle of wealth: accumulation, preservation, and distribution. Candidates who earn this designation learn to identify and analyze challenges facing high-net-worth clients and learn to develop specific strategies to minimize taxes, monetize and protect assets, maximize growth, and transfer wealth. Read what your peers have said about the program; click here for program information or to download the application.
|
