NOTE—online registration is no longer available for this conference. However, registrations will be welcomed and processed onsite in Costa Mesa. 

Conference Dates: October 27–28, 2008

Approved Continuing Education (CE) Credits: 11.75 hours, including one hour of ethics CE

Conference Location: The Westin South Coast Plaza in Costa Mesa, CA

Click here to download the conference brochure

Program Highlights
Keynote addresses by Terrance Odean, Willis H. Booth chair in Banking and Finance at the Haas School of Business, University of California, Berkeley; Greg Valliere, chief strategist at the Stanford Financial Group; and Mark Yusko, president and chief investment officer of Morgan Creek Capital Management. Additional sessions focus on succession planning in buy-sell agreements, behavioral finance, the economic outlook, family limited partnerships, and private equity.

Registration Fees (Online registration is no longer available for this conference. However, registrations will be welcomed and processed onsite in Costa Mesa.)

IMCA Members
Prior to October 3, 2008 (early-bird)—$600
After October 3, 2008—$700

Nonmembers
Prior to October 3, 2008 (early-bird)—$1,045
After October 3, 2008—$1,145

Hotel Information
IMCA has reserved a block of rooms at The Westin South Coast Plaza in Costa Mesa, CA, at the special group rate of $189 per night (single or double occupancy). To make your reservation, phone the hotel at 888.627.7213 and mention that you are attending the 2008 IMCA Advanced Wealth Management Conference to receive the conference rate. You may also reserve your room online by clicking here. This special rate is available through October 3, 2008; however, rooms at this rate are available on a first-come, first-served basis, so early reservations are recommended.

Location and Distance
The Westin South Coast Plaza is located at 686 Anton Boulevard, Costa Mesa, CA 92626. It is approximately eight miles from the John Wayne/Orange County Airport and 40 miles from the Los Angeles International Airport.

Travel Arrangements
Cain Travel is the official travel agency for this conference. To make reservations, phone 800.346.4747 and reference the 2008 Advanced Wealth Management Conference.

Weather and Attire
Attire for the conference is business casual. The average October temperature in Costa Mesa is 75 degrees Fahrenheit. Nights cool down to 55 degrees Fahrenheit. Please check the weather forecast before traveling.

Cancellation Policy
All cancellations for conference registration must be received in writing. The registration fee less $50 cancellation fee will be refunded for cancellations postmarked or faxed by October 6, 2008. A 30 percent cancellation fee will be applied for cancellations received between October 7 and October 20, 2008. No refunds will be granted for cancellations received after October 20, 2008, or for nonattendance.

Exhibit and Sponsorship opportunities are still available. For a list of conference exhibitors, click here! For more information, e-mail Claudia Bieschke or call 303.850.3074.