Investments & Wealth Institute Retirement Management Forum to Feature Nation’s Leading Retirement Experts, Dec. 3-4 in Amelia Island, FL

Share Article

Top academics and industry experts will focus on practical retirement tools and techniques advisors can use to better support their clients.

Advisors from across the nation will gather for the Investments & Wealth Institute® (formerly IMCA) Retirement Management Forum, Dec. 3-4, 2018 at the Ritz-Carton Amelia Island, Florida, to learn how to better support their clients entering or nearing retirement.

As clients shift from asset accumulation to decumulation, an advisor can add a significant amount of value by improving communication, trust, and investment outcomes. Advisors will learn from top academics, practitioners, and industry experts how to best serve their retirement clients with four general sessions and 14 specialized workshops. National experts speaking include:

Advisors can earn up to 15 hours of professional development continuing education credit. The Institute is a CFP Board CE Quality Partner.

Registration is now open for Retirement Management Forum. For detailed event information, visit the Retirement Management Forum event web page. Early-bird pricing ends Nov. 2, 2018.

Journalists interested in receiving conference credentials should contact Devon Coquillard, communications manager, dcoquillard(at)i-w(dot)org, 303-850-3202.

For Information:
For additional information, contact Devon Coquillard, communications manager, dcoquillard@i-w.org, 303-850-3202.

About the Investments & Wealth Institute®
Established in 1985, the Investments & Wealth Institute, formerly known as IMCA, is a professional association, advanced education provider, and standards body for financial advisors, investment consultants, and wealth managers who embrace excellence and ethics. Through its publications, events, assessment-based certificate programs, and advanced certifications, the Institute delivers premier-quality, practical education to advanced practitioners in more than 38 countries.

The Certified Investment Management Analyst® (CIMA®) certification is the peak international, technical portfolio construction program for investment consultants, analysts, financial advisors and wealth management professionals. The CIMA program is distinctive as one of only a few global certifications in financial services to meet international accreditation and quality standards (ANSI/ISO 17024) for personnel certification programs.

The Certified Private Wealth Advisor® (CPWA®) certification is an advanced professional certification for advisors who serve high-net-worth clients. It’s designed for seasoned professionals who seek the latest, most advanced knowledge and techniques to address the sophisticated needs of clients with a minimum net worth of $5 million. Unlike credentials that focus specifically on investing or financial planning, the CPWA program takes a holistic and multidisciplinary approach.

The Investments & Wealth Institute® is a registered mark of Investment Management Consultants Association Inc. doing business as Investments & Wealth Institute. CIMA®, Certified Investment Management Analyst®, CIMC®, CPWA®, and Certified Private Wealth Advisor® are registered certification marks of Investment Management Consultants Association Inc. doing business as Investments & Wealth Institute. RMA(SM) and Retirement Management Advisor(SM) are marks owned by Investment Management Consultants Association Inc. doing business as Investments & Wealth Institute. The Investments & Wealth Institute does not discriminate in educational opportunities or any other characteristic protected by law.

Share article on social media or email:

View article via:

Pdf Print

Contact Author

Devon Coquillard
Investment & Wealth Institute
+1 3038503202 Ext: 152
Email >
Visit website