Head, Advisor Education, US Global Wealth Management, PIMCO
John Nersesian is head of advisor education for PIMCO, providing advanced wealth management and investment consulting education to financial professionals. Previously, he was managing director of wealth management services for Nuveen Investments from 2000 to 2018. Prior to this, he was a first vice president at Merrill Lynch Private Client Group, where he was also a leader of advanced training for financial consultants.
Nersesian served as a board member of the Investments and Wealth Institute (IWI, formerly IMCA) from 2006 to 2017, and as chairman for the 2014-2015 term. He is a faculty member for the IWI Certified Private Wealth Advisor (CPWA) and Certified Investment Management Analyst (CIMA) education programs held at Yale University and The University of Chicago.
He has 35 years of investment and financial services experience and holds an undergraduate degree in business and economics from Lehigh University. He has earned the CFP, CIMA and CPWA designations
The advisor’s role is increasingly driven not by asset allocation or manager selection, but advice and planning--and the mother of all planning issues is retirement. Join PIMCO's John Nersesian and Avi Sharon as they explore a retirement framework which seeks to address the desire for both predictable income and long term growth — without giving up control or the ability to change course. This framework draws on our understanding of Richard Thaler’s work, a senior retirement advisor to PIMCO, our experience with outcome oriented solutions and behavioral insights from industry thought leaders. In this session we’ll discuss how to turn sequence of returns risk into a potential tailwind, encourage better behaviors around social security claiming, solve for predictable income streams as well as portfolio growth and also to create a plan that is intuitive, simple to implement, and flexible to allow for changes in spending over time.
This session will review changes in rates and deductions, focuses primarily on actionable tax planning strategies for advisors in the areas of deductions, investments and retirement. The session will be complemented by our 2020 Tax Reference Guide, a very popular tool for advisors.
The Investments & Wealth Institute’s CPWA program is the only credential designed for advising HNW and UHNW clients. Advisors can add significant value by aligning their services with the unique needs of this segment, including tax and estate planning, closely held business planning, executive compensation, and much more.
Thursday, May 28, 2020
9:30 – 10:30 a.m.
Friday, May 29, 2020
9:45 – 10:45 a.m.
3:40 – 4:10 p.m.