A round up of articles & events to further your professional development
Solutions to Emerging Tax Problems in Retirement w/Waldean Wall Exceptional Advisor Podcast
Waldean Wall, Vice President, Advanced Markets and Solutions, Allianz Life Insurance Company of North America, discusses three emerging tax problems in retirement and possible solutions, including Roth conversions, life insurance, split beneficiaries, charitable giving and charitable trusts.
Starts September 6—Earn your designation in about 3.5 months!
Learn the best practices to guide your clients through all stages of the retirement lifecycle from top practitioners with the Retirement Management Advisor® (RMA®) certification.
With the RMA® fall challenge, you can earn your certification in a paced program with weekly assignments and activities to earn your designation in about 3.5 months.
In times of uncertainty, your clients will look to you. Are you prepared with the latest behavioral finance techniques and strategies? Investments & Wealth Forum—Toronto, Facilitating Sustainable Behavioural Change, will equip you with the tools and techniques you need to counsel and advise your clients through a turbulent market.
Join more than 250 exceptional advisors, market game changers and financial experts at this intensive one-day event.
Developing Efficient Drawdown Strategies for Distribution of Client Assets
Webinar September 14 @ 4:30 p.m. ET
1 Complimentary CE Hour
With trillions of dollars in U.S. retirement market assets, the importance of helping clients develop an effective drawdown strategy is key to helping their income last as long as they do. During this webinar, you will learn about:
Developing a time horizon to support clients’ standard living in retirement
Potential tax scenarios for current and future situations and how those may affect the surviving spouse after first death
Potential estate transfer strategies to help fulfill legacy desires and provide for beneficiaries
Book your spot now for the annual New York City conference that draws more than 600 elite advisors together for 2.5 days.
With more than 20 speakers, 4 topic groupings, a pre-con and women in wealth reception, there is something for everyone at this event.
This is one of the Institute's most popular conferences and brings the latest topics, such as ESG investing, international investing and crypto to the forefront.
ESG and Sustainable Investing: A Discussion with David Callaway and Robert Powell, CFP® From the Investments & Wealth Monitor
Two industry leaders discuss investors’ understanding of ESG and sustainable investing, how to accelerate advisor and client education in this area and how advisors can differentiate themselves through ESG.
Lilah Raynor, the founder and CEO of Logica Research, describes the key findings from Logica's most recent Future of Money Study on the way Gen Z, Millennials, Gen X and Boomers make, spend and manage money. Plus, Raynor provides actionable advice to financial advisors based on the results of Logica's research.
Looking for 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.
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Signature members save 25% and Elite members save 40% on all live events and on-demand courses. Your membership practically pays for itself if you attend just one Institute event. Don’t miss out on this and the other great benefits of Signature and Elite membership.
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