Finding Opportunity Beyond the Cycle: A Guide to the Markets - Gabriela Santos, Managing Director, Global Marketing Strategist, J.P. Morgan Asset Management
Saving Alpha: Tax and Estate Planning Considerations for Alternative Investments (1 Tax & Regulations CE) - Brad Dillon, Partner, Tax & Estate Strategy, Andreessen Horowitz
Fostering Smart Wealth Decisions: Helping Clients Overcome Biases - Suzanne B. Shu, John S. Dyson Professor, Cornell University
Unretirement: How Baby Boomers are Transforming the World of Work to Embrace the Good Life - Kerry Hannon, Workplace futurist, author, senior columnist
Laying the Foundation for Today’s Advisors To Be Tomorrow’s Longevity Planners - Joseph Coughlin, PhD, Director, Massachusetts Institute of Technology AgeLab
The Soft Side of Retirement - Michael Finke, PhD, CFP®, Professor and Frank M. Engle Distinguished Chair of Economic Security, The American College of Financial Services
CIO Insights: Navigating Investment Trends and Tomorrow's Opportunities
Moderator: Tony Davidow, CIMA®, Senior Alternatives Investment Strategist, Franklin Templeton Institute
Panelists: Stephanie Link, Chief Investment Strategist, Head of Investment Solutions, Hightower Advisors; Lisa Shalett, Chief Investment Officer, Wealth Management, Morgan Stanley
Why Health and Wealth are Two Sides of the Same Coin - Surya P. Kolluri, Head of the TIAA Institute, a think-tank within TIAA
3 Under-Utilized Tax Strategies That Can Help Grow Your Business (1 Tax & Regulations CE) - David Gordon, CPWA®, CFA®, Senior Vice President, Direct Indexing, Vestmark; Steve Siegel, JD, LLM, President, The Siegel Group
Protecting High-Profile Clients in the Digital Age - Steve Weisman, JD, Professor, Bentley University, Editor, Scamicide.com
"So incredibly relevant and useful and keeps us 'current' on evolution in this constantly deepening field of expertise." -IWI Member
"A very practical conference with great, useful, well-researched content, and seasoned, interesting speakers." -CPWA® Member
"I will be taking back to my team the research, ideas, thoughts and strategies presented. We will use what I learned here to help our clients plan for retirement." -RMA® Member
“AWESOME conference! I can always count on IWI to put on a terrific event.” -CIMA®& CPWA® Member
“I love the conference. It’s so well done and such a great representation of our industry.” -CIMA®& CPWA® Member
“Well worth the time and financial commitment.”
“I’ve been a member since 2005. I will continue to attend these - in person - because there is consistent value.” -CIMA® Member
“I always get tremendous value from this conference. Spending time with peers is valuable and frankly elusive in many other areas.” -IWI Elite Member
