Conference Dates: October 10–11, 2011
The conference is schduled to begin on Monday, October 10, at 8 AM and conclude on Tuesday, October 11, at 4 PM.*

Continuing Education (CE) Credits: Approximately 15* hours, including one ethics hour.

Conference Location: Chicago Marriott Downtown Magnificent Mile, Chicago, IL

Click here to download the comprehensive brochure. 

** Both the registration form and payment must be received bySeptember 9, 2011, to be eligible for the early-bird rate. 
*** Special offer. Only first-time members eligible for the First-Time Member Join & Go rate. Renewals and reactivations not eligible. Subject to change without notice.

Hotel Information
IMCA has reserved a block of rooms at the Chicago Marriott Downtown Magnificent Mile, located at 540 North Michigan Avenue, Chicago, IL at the special group rate of $169 per night plus applicable taxes. To make your reservation online click here, or call the hotel at 800.266.9432 and reference the IMCA room block for the 2011 Advanced Wealth Management Conference. This special rate is available through September 9, 2011; however rooms at this rate are available on a first-come, first-served basis, so early reservations are recommended..

Location and Distance
The Chicago Marriott Downtown Magnificent Mile is located in downtown Chicago and is just 15 miles from the Ohare Airport and 12 miles from the Midway airport. A taxi will cost approximately $40 each way. Click here to view other transportation alternatives and directions.

Travel Arrangements
Cain Travel is the official travel agency for this conference. To make reservations, phone 800.346.4747 and reference the 2011 Advanced Wealth Management Conference.

Weather and Attire
Attire for the conference is business casual. The average October daytime temperature in Chicago is in the mid-60s. Nights cool down to the mid-40s. Please check the weather forecast before traveling.

Cancellation/Transfer Policy
All cancellations and transfers for conference registration must be received in writing. The registration fee less $50 cancellation fee will be refunded for cancellations/transfers postmarked or faxed by September 23, 2011. A 30-percent cancellation fee will be applied for cancellations/transfers received between September 24 and October 3, 2011. No refunds will be granted for cancellations or transfers received after October 3, 2011, or for nonattendance.

Continuing Education (CE) Credits

CIMA^®/CIMC^®/CPWA^® Marks—The conference has been accepted by IMCA for up to 15* hours of continuing education hours (including one hour of ethics credit) for the CIMA, CIMC, and CPWA designations for attending the entire conference.

CFP^® certification—This program has been submitted to CFP Board for their review. Information about approved sessions is available on the CFP Board website. Please note that conference sessions are listed individually and have a program ID that begins with “2011AWM”. Individuals are responsible for submitting any necessary paperwork and/or fees to CFP Board.

NASBA CPE—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.

Corporate Participation Policy: Company-sponsored events or hospitality suites are not permitted during planned IMCA functions and sessions and cannot begin until the conclusion of the day’s activities. IMCA policy does not allow active recruiting efforts at conferences.

*Program subject to change, which may affect the type and total number of hours delivered.