IMCA 2015 Winter Institute

Date:
December 3 2015 to December 4 2015
Location:
Fairmont Scottsdale Princess
7575 East Princess Drive
Scottsdale, AZ 85255
United States
Phone:
+1 (480) 585-4848

IMCA 2015 Winter Institute | Retirement and Decumulation

The IMCA 2015 Winter Institute Retirement and Decumulation, offers the latest thinking and insight on today's retirement challenges. Clients nearing or in retirement need your guidance now more than ever. Spend two days learning the latest strategies and tactics – and building the tools you need to confidently guide your clients through financial retirement challenges. Conference speakers include:

W. Michael Cox is director of the O’Neil Center for Global Markets and Freedom at Southern Methodist University’s Cox School of Business, which focuses on studying the impact of competitive market forces on freedom and prosperity worldwide. Professor Cox will be examining the six economic themes that will affect the decade ahead, helping advisors better predict future investment opportunites. This presentation provides a close, clear look into an economic crystal ball.

 

 

Ric Edelman is chairman and chief executive officer of Edelman Financial Services, LLC, one of the largest independent financial planning firms in the nation, managing more than $15 billion for more than 28,000 clients both online and via 41 offices across the country. In his session, Edelman will discuss how exponential technologies will dramatically alter both the products and services advisors provide to clients, as well as how those services are delivered.

 

 

S. Jay Olshansky is a professor at the School of Public Health at the University of Illinois at Chicago, a research associate at the Center on Aging at the University of Chicago, and chief scientist at Lapetus Solutions, Inc. Olshansky will focus on the science of aging and longevity in his session, answering such discerning questions as why do we age? What breakthroughs in aging science are forthcoming? What new technologies are available that allow investment managers to accurately assess health and survival at the individual level?

Don’t miss this opportunity to learn new ways to interpret, understand and react to the inevitable changes ahead. Space is limited, register today!

 

General Session
Wed. Dec 2
Thu. Dec 3
Fri. Dec 4

Corey Ciocchetti is an associate professor of business ethics and legal studies at the University of Denver. He is the recipient of multiple teaching and speaking awards including the Outstanding Professor of the Year Award by the University of Denver Alumni Association and the Joel Goldman Award for most respected speaker on the CAMPUSPEAK roster. He currently teaches classes on business law and ethics in a department ranked by the Wall Street Journal and Business Week in the top 10 nationwide for producing students with high ethical standards. Professor Ciocchetti speaks to tens of thousands of individuals each year about “authentic success” and living an ethical life and is the author of the book, Real Rabbits: Chasing an Authentic Life. He earned a JD from Duke University School of Law and BS degrees in finance and economics from the University of Denver.

Michael Cox is director of the O’Neil Center for Global Markets and Freedom at Southern Methodist University’s Cox School of Business, which focuses on studying the impact of competitive market forces on freedom and prosperity worldwide. He is president and chief executive officer of W. Michael Cox and Associates, LLP, a consulting group. Professor Cox is the author of the Pulitzer Prize-nominated book, Myths of Rich and Poor: Why We’re Better off than We Think, and numerous op-ed articles for the Wall Street Journal, New York Times, USA Today, Financial Times, and Investor’s Business Daily. He co-authored the Fed’s acclaimed series of annual report essays on capitalism, globalization, and American living standards. Additionally, he has contributed to a number of public policy issues and his research is frequently designated as required reading for Congress. He earned a PhD in economics from Tulane University.

Ric Edelman is chairman and chief executive officer of Edelman Financial Services, LLC. Mr. Edelman is a New York Times best-selling author of several personal finance books, including The Truth About Money, which was recognized with an Excellence in Financial Literacy Education Book of the Year Award from the Institute for Financial Literacy, a Gold Medal Axiom Award, an Apex Award, and was named Book of the Year by Small Press magazine. As host of The Ric Edelman Show, a syndicated weekly personal finance talk radio show, he lends his financial opinions to more than 1 million listeners each week, and his television show, The Truth About Money with Ric Edelman, airs on more than 200 public television stations across the country and has won eight Telly Awards. He was ranked the #1 Independent Financial Advisor in the nation by Barron’s in 2009, 2010, and 2012. Edelman earned an honorary doctorate cum laude from Rowan University.  

Mebane Faber is a co-founder and the Chief Investment Officer of Cambria Investment Management.  Faber is the manager of Cambria’s ETFs, separate accounts and private investment funds. Mr. Faber has authored numerous white papers and five books. He is a frequent speaker and writer on investment strategies and has been featured in Barron’sThe New York Times, and The New Yorker. Mr. Faber graduated from the University of Virginia with a double major in engineering science and biology.

Laurence J. Kotlikoff is the William Fairfield Warren Professor and a professor of economics at Boston University, a research associate of the National Bureau of Economic Research, president of Economic Security Planning, Inc. (a company specializing in financial planning software), and the director of the Fiscal Analysis Center. Professor Kotlikoff is a New York Times best-selling author and an active columnist. His columns and blogs have appeared in the New York Times, Wall Street Journal, Financial Times, Boston Globe, Bloomberg, Forbes, Vox, The Economist, Yahoo.com, Huffington Post, and other major publications. In addition, he is a frequent guest on major television and radio stations. In 2014, The Economist named him one of the world's 25 most-influential economists. He earned a PhD in economics from Harvard University.

Sarbjit Nahal heads the thematic investing strategy team at Bank of America Merrill Lynch Global Research. The global strategy team implements the enterprise-wide “A Transforming World” framework (earth, government, innovation, markets, people). This includes addressing thematic issues both from opportunity and risk perspectives—including education, energy efficiency, extreme weather and climate change, longevity, obesity and health and wellness, safety and security, waste, and water—as well as via screening tools such as the global megatrend primer picks, stylish themes, CO2 screener, geographic risk, and Enterprise Strategy Group and thematic consensus models. Previously, he was head of thematic investing at Société Générale and Crédit-Mutuel-CIC, and worked at Vigeo, the International Council on Human Rights Policy, and Pensions Investment Research Consultants. He earned an LL.M. from University College London, an LL.B. from York University’s Osgood Hall Law School, and a BA in history from the University of Toronto.

S. Jay Olshansky is a professor at the School of Public Health at the University of Illinois at Chicago, a research associate at the Center on Aging at the University of Chicago, and chief scientist at Lapetus Solutions, Inc. The focus of his research to date has been on estimates of the upper limits to human longevity, exploring the health and public policy implications associated with individual and population aging, forecasts of the size, survival, and age structure of the population, pursuit of the scientific means to slow aging in people (The Longevity Dividend), and global implications of the re-emergence of infectious and parasitic diseases. Professor Olshansky is a co-author (with Bruce A. Carnes) of The Quest for Immortality: Science at the Frontiers of Aging. He earned a PhD from the University of Chicago.

Jim Otar is a financial planner, a professional engineer, a chartist, a financial writer, and founder of retirementoptimizer.com. He has written more than one hundred articles and numerous portfolio reviews for various magazines on retirement planning internationally since 1996. His past articles on retirement planning won the CFP Board Article Awards in 2001 and 2002. Otar’s expertise stems from applying his engineering and technical analysis background to retirement planning. He is the author of several books, the most recent being “Unveiling the Retirement Myth” and “High Expectations and False Dreams.” He gives seminars and workshops in advanced retirement planning. Otar earned a B.A.Sc. and a M. Eng. in mechanical engineering from the University of Toronto.

 

 

Fairmont Scottsdale Princess
7575 East Princess Drive
Scottsdale, AZ 85255
480.585.4848

IMCA’s room block at the Fairmont Scottsdale Princess expired on Monday, November 9th. The hotel will continue to take reservations and honor the group rate, however, it will be based on hotel availability and can no longer be guaranteed. Reservations can be made by calling the main hotel reservations line at 1-888-344-4758. IMCA cannot guarantee availability or rate.

Location/Distance/Parking
The Fairmont Scottsdale Princess is set against the backdrop of Arizona's McDowell Mountains 20 miles outside of downtown Phoenix. The resort is 26 miles from Phoenix Sky Harbor International Airport. A taxi to or from the airport is approximately $55 each way. Shuttle service is available through Super Shuttle for $25 per-person each way. For more information or to make a reservation, click here. For driving directions to the hotel, please click here. The hotel offers IMCA attendees a discounted self-parking rate of $5 per day/$10 overnight. Valet parking is available for $10 per day/$20 overnight.

 

 

Registration Fees

Early-Bird1 By November 9

After November 9

 

IMCA Members

         $695

        $795

Register

Post-Conference Workshop (Member)

         $150

        $200

Register

Join & Go2

         $895

        $995

Register

Post-Conference Workshop (Member)

         $150

        $200

Register

Nonmember

         $1,145

        $1,245

Register

Post-Conference Workshop
(Nonmember)

         $250

        $300

 

Click here to download a hard-copy registration form.

¹Both the registration form and payment must be postmarked by November 6, 2015, to be eligible for the early-bird rate.
2Special offer—Only first-time members are eligible for the First-Time Member Join & Go rate. Renewals and reactivations are not eligible. Conditions apply. Subject to change without notice.

Cancellation/Transfer Policy

Cancellations for conference registration must be received in writing. Please send cancellation requests to [email protected]. The registration fee less $50 cancellation fee will be refunded for cancellations postmarked or faxed by November 13, 2015. A 30-percent cancellation fee will be applied for cancellations received between November 14 and November 25, 2015. No refunds will be granted for cancellations received after November 25, 2015, or for nonattendance.

To print a receipt of this purchase, log in to “My IMCA” here. If you have any questions or concerns, call us at 303.770.3377.
 

 

Continuing Education Credit

IMCA is excited to offer CIMA®, CIMC®, CPWA®, and CFP® certificants a convenient and hassle-free method of reporting continuing education (CE) credit earned at IMCA conferences through our new radio frequency identification (RFID) system.

Your attendance at individual conference sessions now is automatically recorded using RFID technology as you enter each session. Be sure to wear your conference badge at all times to ensure that you are properly credited for the sessions you attend. You will not be able to earn or report CE credit to IMCA, the CFP Board of Standards, or other leading certification bodies without this proof of attendance.

CIMA®/CIMC®/CPWA® Marks—This program has been accepted by IMCA for twelve (12) hours of continuing education (CE) credit. An additional three (3) hours of continuing education credit is available by attending the optional post-conference workshop on Friday, December 4. IMCA will report your attendance at the event directly to IMCA’s certification department. Program subject to change, which may affect the type and total number of hours delivered.

CFP® Certification—This program has been accepted by CFP Board for 9.5 hours of CE, plus 3 hours for the post-conference workshop. Please check the CFP Board website for an update on approved sessions. IMCA will report your attendance at individual conference sessions to the CFP Board on your behalf. Note that you must complete the following steps:

  1. Provide your CFP ID to IMCA. Enter your CFP ID in My IMCA in the “Update my contact information” and “Update” under My Contact Info section. You also may enter your CFP ID when you register for a conference.
  2. Wear your conference badge at all times so your attendance at individual sessions is recorded using RFID technology.
  3. IMCA will provide information to the CFP Board. The CFP Board will notify you when this occurs.

Please note that IMCA is not able to report to CFP Board on your behalf if we do not have an accurate CFP ID. Please check your My IMCA account to ensure the information is in our database and is accurate.

NASBA CPE Credit—IMCA is registered with the National Association of State Boards of Accountancy as a sponsor of CE on the National Registry of CPE Sponsors (ID 106054). State boards of accountancy have final authority about the acceptance of individual courses. Individuals are responsible for submitting any necessary paperwork and/or fees to their state boards. Upon request, IMCA will provide a certificate of attendance after the conference.

Other certifications/designations—IMCA does not submit programs to state insurance departments and bar associations. Individuals are responsible for submitting any necessary paperwork and/or fees to their state boards. Upon request, IMCA will provide a certificate of attendance after the conference.

 

 

 

IMCA thanks these sponsors and exhibitors for their support of the IMCA 2015 Winter Institute: Retirement and Decumulation.

AB

Bronze

www.alliancebernstein.com

Aberdeen Asset Management

Bronze

www.aberdeen-asset.us.com

American Funds

Silver

www.americanfunds.com

Arrow Funds

Bronze

www.arrowfunds.com

BlackRock

Bronze

www.blackrock.com

Charles Schwab Advisor Services

Silver

www.advisorservices.schwab.com

Deutsche Asset & Wealth Management

Bronze

www.deutsche-efts.com

Diamond Hill Capital Management

Bronze

www.diamond-hill.com

Fidelity Investments

Silver

www.fiws.fidelity.com

IndexIQ

Bronze

www.indexiq.com

Invesco PowerShares

Silver

www.powershares.com

Matthews Asia

Bronze

www.matthewsasia.com

Nationwide Financial

Platinum

www.nationwidefinancial.com

Nuveen Investments

Bronze

www.nuveen.com

Options Industry Council        

Exhibitor

www.optionseducation.org

Raymond James Financial

Gold

www.raymondjames.com

Salient/Forward

Silver

www.forwardinvesting.com

Select Sector SPDRs

Bronze

www.sectorspdrs.com

TD Ameritrade Institutional

Platinum

www.tdainstitutional.com

Thornburg Investment Management

Platinum

www.thornburg.com

Voya Investment Management

Platinum

www.voyainvestments.com

Wells Fargo Advisors Financial Network

Gold

www.wfafinet.com

Contact Lara Davies at [email protected] for exhibitor and sponsorship opportunities, or click here to download the Sponsor/Exhibitor Kit.

Date: 
Thursday, December 3, 2015 to Friday, December 4, 2015

IMCA 2015 Winter Institute | Retirement and Decumulation

The IMCA 2015 Winter Institute Retirement and Decumulation, offers the latest thinking and insight on today's retirement challenges. Clients nearing or in retirement need your guidance now more than ever. Spend two days learning the latest strategies and tactics – and building the tools you need to confidently guide your clients through financial retirement challenges. Conference speakers include:

W. Michael Cox is director of the O’Neil Center for Global Markets and Freedom at Southern Methodist University’s Cox School of Business, which focuses on studying the impact of competitive market forces on freedom and prosperity worldwide. Professor Cox will be examining the six economic themes that will affect the decade ahead, helping advisors better predict future investment opportunites. This presentation provides a close, clear look into an economic crystal ball.

 

 

Ric Edelman is chairman and chief executive officer of Edelman Financial Services, LLC, one of the largest independent financial planning firms in the nation, managing more than $15 billion for more than 28,000 clients both online and via 41 offices across the country. In his session, Edelman will discuss how exponential technologies will dramatically alter both the products and services advisors provide to clients, as well as how those services are delivered.

 

 

S. Jay Olshansky is a professor at the School of Public Health at the University of Illinois at Chicago, a research associate at the Center on Aging at the University of Chicago, and chief scientist at Lapetus Solutions, Inc. Olshansky will focus on the science of aging and longevity in his session, answering such discerning questions as why do we age? What breakthroughs in aging science are forthcoming? What new technologies are available that allow investment managers to accurately assess health and survival at the individual level?

Don’t miss this opportunity to learn new ways to interpret, understand and react to the inevitable changes ahead. Space is limited, register today!

 

Location: 
Fairmont Scottsdale Princess
7575 East Princess Drive
Scottsdale, AZ 85255
United States
Phone: 
+1 (480) 585-4848

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