Updated Thursday, March 26, 2015 as of 3:17 PM 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: Merrill Loses Billion-Dollar Advisor, Lures Teams With $800M
The March Issue is now online!


TWITTER
FACEBOOK
LINKEDIN

Industry Events

April 22, 2015 | Plantsville, Conn.

April 26, 2015 |

June 18, 2015 | New York Hilton Midtown, New York, NY

June 24, 2015 | Chicago, IL

Already a subscriber? Log in here