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 | The Evolution of Advice

Imagine being able to see into the future, anticipate the next big thing, and spot trouble beyond the horizon. Investors today can’t keep pace with rapid global developments on their own. That’s why they depend on their advisor: You. Advisors are entrusted with not just the investable assets of their clients, but with their hopes and dreams for the future and future generations. Modern wealth management demands more attention than ever to evolving regulations, tax laws, market shifts, and geopolitical twists and turns. 

The IMCA 2014 Winter Institute: The Evolution of Advice, offers advisors dynamic new ways of seeing the world and interpreting the signs around us. Imagine new ways of understanding—and anticipating—change, and new outlooks on growing, protecting, and nurturing client assets. This year’s Winter Institute features speakers who may change the way you see the world, as well as top speakers tackling our traditional core topics of asset allocation, portfolio building, and more: 

Glen Hiemstra is the founder of Futurist.com, an internationally-recognized firm that helps individuals, organizations, and industries spot coming trends, understand long-term planning, and create a preferred future. Mr. Hiemstra has advised professionals, companies, and government organizations for more than two decades, including Microsoft, The Home Depot, Boeing, Adobe, the U.S. Army Corps of Engineers, the Costa Rica Hotel Association, and the University of Washington.

Alexa von Tobel is the author of Financially Fearless and founder of LearnVest.com, a personal finance platform that provides  fee-based financial services that may or may not be a threat to traditional advisors, particularly at lower levels of investable assets. Ms. Von Tobel is widely quoted  as a personal finance expert and entrepreneur in publications including The New York Times, The Wall Street Journal, Bloomberg Businessweek, Forbes, and more. Love her or loath her, she is influencing the financial advisory space.

Andy Rothman, Matthews Asia, on Demystifying China, and how it will impact the investment strategies you bring to your clients now and particularly, in the future.

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

Information is not available yet.

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

IMCA has reserved a block of rooms at the Fairmont Scottsdale Princess at the special group rate of $209 single/double per night. This rate includes complimentary in-room Internet and fitness center access. IMCA attendees booking within this room block are also exempt from the hotel’s $29 per night resort fee.

To make your reservation, click here. You may also call (480) 585-4848 and reference Investment Management Consultants Association. The special rate is available through November 6, 2015, and is available on a first-come, first-served basis, so early reservations are recommended.

Booking a room in the IMCA room block is an important way to support the association and ultimately keep overall meeting costs as low as possible. IMCA commits to a block of rooms at these hotels on behalf of conference attendees and has a financial obligation to fill those blocks. Please help us to avoid potential penalties and control costs for future events by staying at one of the official hotels. Staying “within the block” is also more convenient and helps you stay connected with the informal activities and networking opportunities that occur at the hotels during the conference. If you are required to reserve a room through your company’s travel department, please forward the booking link to them so that you can reserve a room in IMCA’s room block.

Please note that conference attendees who do not make their reservation within the IMCA room block may not receive the same discounted rate or benefits.

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 night and valet parking for $20.

Registration Fees

Early-Bird1 By November 6

After November 6

 

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 submitted to the CFP Board for review. 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

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 | The Evolution of Advice

Imagine being able to see into the future, anticipate the next big thing, and spot trouble beyond the horizon. Investors today can’t keep pace with rapid global developments on their own. That’s why they depend on their advisor: You. Advisors are entrusted with not just the investable assets of their clients, but with their hopes and dreams for the future and future generations. Modern wealth management demands more attention than ever to evolving regulations, tax laws, market shifts, and geopolitical twists and turns. 

The IMCA 2014 Winter Institute: The Evolution of Advice, offers advisors dynamic new ways of seeing the world and interpreting the signs around us. Imagine new ways of understanding—and anticipating—change, and new outlooks on growing, protecting, and nurturing client assets. This year’s Winter Institute features speakers who may change the way you see the world, as well as top speakers tackling our traditional core topics of asset allocation, portfolio building, and more: 

Glen Hiemstra is the founder of Futurist.com, an internationally-recognized firm that helps individuals, organizations, and industries spot coming trends, understand long-term planning, and create a preferred future. Mr. Hiemstra has advised professionals, companies, and government organizations for more than two decades, including Microsoft, The Home Depot, Boeing, Adobe, the U.S. Army Corps of Engineers, the Costa Rica Hotel Association, and the University of Washington.

Alexa von Tobel is the author of Financially Fearless and founder of LearnVest.com, a personal finance platform that provides  fee-based financial services that may or may not be a threat to traditional advisors, particularly at lower levels of investable assets. Ms. Von Tobel is widely quoted  as a personal finance expert and entrepreneur in publications including The New York Times, The Wall Street Journal, Bloomberg Businessweek, Forbes, and more. Love her or loath her, she is influencing the financial advisory space.

Andy Rothman, Matthews Asia, on Demystifying China, and how it will impact the investment strategies you bring to your clients now and particularly, in the future.

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