Updated Saturday, August 29, 2015 as of 8:40 AM ET
IMCA Advanced Wealth Management Conference
October 7, 2013 - October 8, 2013

The 2013 IMCA Advanced Wealth Management Conference will be held at Marriott Michigan Avenue in Chicago, IL. High-net-worth clients have complex needs that require expertise beyond basic financial planning. Emerging wealth transfer trends, complex gift planning strategies and changing tax laws make today’s environment anything but predictable. The only way to provide the best guidance is to assure you are equipped to help your clients address unique challenges.

Advisors on the Move: UBS Lures a $2B Mega Team
The August Issue is now online!


TWITTER
FACEBOOK
LINKEDIN

Industry Events

September 30, 2015 | Hilton Niagra Falls, Niagra Falls, On.

November 3, 2015 | The Broadmoor Hotel in Colorado Springs, Colorado

November 4, 2015 | New York Hilton Midtown, New York, NY

November 12, 2015 | Salt Lake City, Utah

February 10, 2016 | Marriott Harbor Beach Resort, Ft. Lauderdale, Fla.

Already a subscriber? Log in here