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SECURE Act 2.0: New Law Offers New Retirement Solutions and Questions

Washington Insights breaks down the key provisions from the major retirement legislation that was signed into law on December 29, 2022.

Editors' Picks

Selections from IWI publications, podcasts, partners and more.
Any article containing a 🔒 is exclusive to members through the Hive community, the Institute's forum for curated content and discussion. Explore the Hive today!


🔒 Adjusting to a Changing Economy: Wealth Management Firms Expand Technology Frontiers to Capture New-Generation Investors
From the Investments & Wealth Monitor

The Surprising Science of Meetings
Exceptional Advisor Podcast


🔒 Direct Indexing: The Democratization of Customized Portfolio Management
From the Investments & Wealth Monitor

Rate Hikes Are Costing the Fed and the Treasury
From Chicago Booth Review, IWI Executive Education Partner


🔒 Creating a Care Plan for Your Aging Clients
From the Investments & Wealth Monitor

Common Questions and Myths about Social Security
Exceptional Advisor Podcast


2023 Tax Summary
Sponsored by Allianz Life Insurance Company of North America

What Do You Want Out of Life? A Philosophical Guide to Figuring Out What Matters
Exceptional Advisor Podcast


Be More Visible in the Financial Industry
Exceptional Advisor Podcast

🔒 Women of Wealth: Unheard for Far Too Long
From the Investments & Wealth Monitor

NEW Member Benefit:
Waived $5 Self-Reporting CE Fee
The $5 self-reporting CE fee is now waived for Signature and Elite Institute members. If you earn CE through a variety of channels, consider upgrading your membership as this could be a savings of potentially $200!

You can upgrade your membership at any time through your dashboard to take advantage of this benefit and many others instantly!

Basic members will be required to pay the $5 fee for each non-sponsored CE course submitted.
March 2 @ 12:30 p.m. ET

10 Things to Watch in Crypto: The Outlook for an Evolving Asset Class in 2023

April 30-May 3

Register to Attend ACE Academy 2023 in San Diego, CA

Now Available

Investments & Wealth Forum—New York City 2022 On-Demand, Managing Portfolio Risk

Earn a Certification in 2023

Get started on an Institute certification and be on your way to earning a designation in 2023!

– CPWA® Certification: Get started with Yale at anytime or apply to Chicago Booth by February 22

– CIMA® Certification: Get started with Yale at anytime or apply to Chicago Booth by April 11

– RMA® Certification: New on-demand curriculum to fit your busy schedule. Apply today!

College and Student Loan Planning Essentials

NEW Certificate Program
Premier CE: 15 credits, including 6 tax & regulations credits,for CIMA®, CPWA® and RMA® certifications
CFP CE: 15 credits

Did you know 81 percent of your clients expect their advisor to give them advice around financing education, yet only 6 percent deliver? Start delivering what your clients are looking for with the College and Student Loan Planning Essentials Course.

Need Tuition Assistance?

Apply for an Investments & Wealth Foundation scholarship today. Foundation scholarships enable women, diverse professionals and next-generation leaders to elevate their careers and contribute to our profession. Scholarships can be used for exam and enrollment fees and/or a portion of tuition and certification fees.

March 15 @ 11 a.m. ET

An Overview of the CIMA® Certification with Chicago Booth Instructor

March 15 @ 1 p.m. ET

An Overview of the CPWA® Certification

March 15 @ 2 p.m. ET

An Overview of the RMA® Certification

© 2023 Investments & Wealth Institute

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