CPWA Designation Program Deadline Extended to September 2
Last Session Sold Out & Only a Few Seats Remain for this Prestigious Designation
The Certified Private Wealth Advisor SM (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.
Apply today to reserve your place in this limited-enrollment program. 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; learn more about the program or download the application now!
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Attend the Premier High-Net-Worth Conference
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. An additional 3.5* hours of IMCA-sponsored CE will be available by attending the post-conference workshop on Tuesday, November 9.
The leading conference for advanced wealth management techniques and networking is open for registration.
Program Highlights
IMCA’s 2010 Advanced Wealth Management Conference features presentations by economist Peter Ricchiuti, Washington guru Andrew 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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SAVE THE DATE!
Improve Your Practice with New Skills and Strategies
IMCA 2010 Practice Management Conference
Registration opens this month!
Conference Dates: December 5–7, 2010
CE Credit: Approximately 13 hours, including one ethics hour. An additional 3 hours of IMCA-sponsored CE will be available by attending the post-conference workshop on Tuesday, December 7.
Program Highlights
This year, IMCA’s Practice Management Conference features skills and strategies you can take home and immediately implement to improve your practice. Highlights include a capital market outlook from LPL’s chief market strategist Jeffrey Kleintop, branding with Nuveen’s Kevin Rochford, communication skills with John Daly, PhD, from the University of Texas, analyzing your productivity and profitability with Stephanie Bogan of Quantivus Consulting, and capitalizing on secular stock market cycles from Ed Easterling of Crestmont Research.
Plus, don’t miss the post-conference workshop with Frank Schuurmans on blue ocean strategy. This hands-on workshop will help you decide how you should compete to most effectively contribute to your bottom line.
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LIVE AUDIO BROADCAST
Tax-Loss Harvesting
Presented Thursday, August 19, 4:15 PM ET
Registration deadline for live broadcast is August 19, 4 PM ET
CE Credit: One hour
Presented by Michael Scotto, Morgan Stanley Smith Barney
Toward the end of each year, advisors should discuss reducing taxes on gains with clients. The tax advantages of setting gains against losses can be enormous as long as you follow all the rules and implement some tax-savvy strategies. This presentation will discuss the pros and cons of and strategies for tax-loss harvesting in today’s economic environment. Click here for more information and to register.
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