REVAMPED BENEFIT—IMCA Members Receive Free Access to Horsesmouth Content
IMCA is proud to announce that members can receive a professional courtesy six-month free trial package to a host of business development, practice management, financial planning, and investment management resources from Horsesmouth.com. Sign up today!

In addition, IMCA’s CPWA^® designation program is being featured on Horsesmouth radio at 4 PM ET, Thursday, March 4. If you’re interested in learning more about the scope and depth of the CPWA program, how it differs from other designations, and how advanced skills can help you better-serve high-net-worth investors, corporate executives, and business owners, tune in to the live show by clicking here or calling 347.215.7291 at 3:55 PM ET, Thursday, March 4.

Roth Conversions Taking Off in 2010
Some fear fund companies are pushing the IRAs too aggressively in pursuit of fees, commissions. Learn more.

Lock 'n' Load: Taking Target Funds Tactical
Several big fund firms are revamping life cycle offerings to allow for more active management. Learn more.

Dodd Seen Scrapping Fiduciary Requirement for Brokers in Proposal
Senate Banking Committee Chairman Christopher Dodd, D-Conn., is expected to introduce new financial reform legislation this week. Learn more.

Estate Tax Expiration Another Blow to Reeling Charities
Repeal may encourage wealthy to leave more money to heirs. Learn more.

LIVE AUDIO BROADCAST—THURSDAY, MARCH 18, 2010
Ethical Decision-Making
Registration deadline for live broadcast is 4 PM ET, March 18
CE Credit: One ethics hour
Presented by Lauren Bloom, JD, LLM, CCEP, Elegant Solutions Consulting

This session will teach you how to resolve ethical dilemmas while preserving professional relationships with clients and colleagues. 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 hour

The next several issues of eNews will highlight specific sessions from this world-class conference program. Plan to attend the event of the year for advanced investment and wealth management professionals. Click here to view the entire program and to register online.

How the Crisis has Changed Investment Strategy
Richard Marston, PhD, The Wharton School
Dr. Marston will consider how the crisis has changed attitudes toward diversification, how liquidity has become a major factor in allocating assets, and how investors are modifying spending strategies. Dr. Marston also will report findings from a survey currently being completed by Wharton and the Institute for Private Investors investigating a group of family offices with ultra-high-net-worth investors to see how the crisis is affecting investment strategies.

Charity Golf Tournament
IMCA is hosting a charity golf tournament at the Waldorf Astoria Golf Club at 8 AM on Sunday, May 16, in conjunction with the IMCA 2010 Annual Conference. The beneficiary, Give Kids The World, is a 70-acre, nonprofit resort in central Florida that creates magical memories for children with life-threatening illnesses and their families. Golfers can learn more on IMCA’s Web site, and sponsorship opportunities are still available!

AGENDA COMING SOON!
IMCA 2010 Advanced CIMA^® Workshop: The Best of Wharton
Conference Dates: July 19–20, 2010
Early-bird registration deadline is June 18!
CE Credit: Between 10 and 12 hours

Join the community of Certified Investment Management Analyst^SM professionals at the fourth-annual workshop, held at The Inn at Penn, a Hilton Hotel, Philadelphia, PA. This conference is open only to CIMA certificants in good standing, and focuses on advanced investment strategies. During the conference, Wharton professors will present new research and reinforce the education delivered through the CIMA certification program. Click here for more information and to register.

CPWA Designation Program Enrollment Deadline Extended
Enrollment deadline is Friday, March 12, 2010!
There is still time to apply for IMCA's next Certified Private Wealth Advisor^SM (CPWA^®) designation program, but there are only a few seats left. The CPWA designation 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. Pre-study commences in mid-March 2010, and the in-class program will be held September 20–24, 2010, at The University of Chicago Booth School of Business. Read what your peers have said about the program; click here for program information or to download the application.

Formal Notice of IMCA Business Meeting
IMCA will conduct its annual membership business meeting at 8 AM ET on Monday, May 17, 2010, during the IMCA 2010 Annual Conference. Members of IMCA are encouraged to attend the meeting. To learn more about the conference and to register, click here.

Need CE? Take the Quiz in Investments & Wealth Monitor
In 2010, IMCA has pre-approved a continuing education (CE) quiz for one hour of CIMA^®, CIMC^®, and non-core topic CPWA^® IMCA-sponsored CE credit, beginning with the January/February 2010 issue. Look for full details about purchasing, accessing, and completing the CE Quiz in the issue, or visit IMCA's Web site to learn more.

A Reminder Regarding Certification Renewal Requirements
There are three requirements to renew the CIMA^®/CIMC^® or CPWA^® license: complete and report a minimum of 40 hours of continuing education (CE) credit during the two-year certification renewal period; pay a certification renewal fee; and sign and submit a disclosure statement. For complete details regarding CIMA/CIMC certification renewal requirements, click here. For more information regarding CPWA designation renewal requirements, click here.

Looking to Connect with Your Peers?
IMCA's LinkedIn group offers an online gathering place for IMCA members to discuss current issues, post jobs, and network. The group is open only to IMCA members and currently is home to more than 875 of your peers. To join click here.