SOLD OUT!
IMCA 2010 Advanced CIMA® Workshop: The Best of Wharton
Conference Dates: July 19–20, 2010
CE Credit: Approximately 13.5 hours, including two ethics hours
Waiting list only. Occasionally there are late cancellations; if you would like to be placed on the waiting list, please contact Wendy Kraus at wkraus@imca.org.
_______________________________________ IMCA 2010 Advanced Wealth Management Conference
Conference Dates:November 8–9, 2010
Early-bird registration deadline is October 8!
CE Credit: Approximately 12 hours, including one ethics hour
The leading conference for advanced wealth management techniques and networking is now open for registration.
Program Highlights
IMCA’s 2010 Advanced Wealth Management Conference features presentations by economist Peter Ricchiuti, Washington guru Andy Friedman, Harvard University’s Charles Collier, attorney and estate planning expert James M. Duggan, Schwab’s Liz Ann Sonders, Santa Clara University’s behavioral finance pioneer Hersh Shefrin, PhD, and more. Technical sessions will explore alternative investments, asset allocation, asset protection, family offices, and executive compensation. This is the premier advanced wealth management education opportunity this year and space is limited.
Click here for more information and to register.
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LIVE AUDIO BROADCAST
The Next Shoe to Drop: The Commercial Real Estate Recovery
Presented Thursday, July 15, 4:15 PM ET
Registration deadline for live broadcast is 4 PM ET, July 15
CE Credit: One hour
Presented by Terrance R. Ober, Cohen & Steers Capital Management
The popular press continues to report that “commercial real estate is the next shoe to drop,” yet listed global real estate stocks have rebounded from their market lows and, we believe, still have a ways to go. The supply and demand picture is favorable, liquidity is growing, and price recovery is well underway. Dividends are growing again. Attendees will gain an understanding of and appreciation for the real estate investment trust asset class and the role REITs can play in a well-diversified portfolio. Click here for more information and to register.
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CPWA Designation Program Enrollment Now Open
Enrollment deadline is August 6, 2010!
The Certified Private Wealth AdvisorSM (CPWA®) designation program 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 September 2010, and the in-class program will be held March 14–18, 2011, 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.
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Limited Number of Roubini.com Subscriptions Still Available
Only a few free trial subscriptions remain for IMCA members to the Roubini Global Economics’ Web site, Roubini.com. These premium subscriptions provide you with access to a warehouse of information on the global economy in the form of critical issues and briefings, as well as regular analysis and strategy outlooks each month. Learn more about Roubini.com by downloading this brochure. IMCA will provide this limited member benefit on a first-come, first-served basis. To take advantage of this benefit, please e-mail info@imca.org with a note in the subject line that reads, “Roubini.com subscription.”
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