SCOTTSDALE, AZ | FEBRUARY 5-8, 2023
Designed for advanced practitioners, seeking contemporary wealth management strategies for their HNW clients, as they navigate through “the great wealth transfer.”
The Investments & Wealth Masters Forum takes a structured yet flexible approach in covering content related to planning for the intergenerational transfer of wealth. This exclusive event will focus on the curated needs of HNW and UHNW clients and is available to those advanced advisors who serve clients with assets of $5M or more.
The foundation of the program is built on technical sessions that cover two of the biggest factors that are at the core of any wealth transfer planning strategy being recommended: transfer (gift and estate) tax consequences and income tax consequences.
2–5:30 p.m.
Registration/Information Desk Open
4–5 p.m.
Opening General Session (1 CE)
Birdies & Bogies: Lessons from a Lifetime of Golf
Speaker: Hale Irwin, PGA Tour Hall of Famer
Moderator: Eric Flett, Conference Chair, CEO and Principal, Concentric Wealth Management LLC
5:15–6:30 p.m.
Foundation Reception
Free with Registration
7 a.m.–6 p.m.
Registration/Information Desk Open
7–8 a.m.
Continental Breakfast
8–9:10 a.m.
General Session (1 CE)
Advanced Estate Planning for Multi-Generational Clients - Lisa R. Featherngill, Senior Vice President and National Director, Comerica Wealth Management
9:10–10:10 a.m.
General Session (1 CE)
Advanced Income Tax Planning - Steve Siegel, JD, LLM, President, The Siegel Group
10:10–10:45 a.m.
Snack and Beverage Break
10:45–11:45 a.m.
Concurrent Sessions (1 CE each)
Income Tax Considerations for Those with Special Needs - Thomas M. Brinker, Jr., CPA/PFS, ChFC®, ChSNC®, CGMA, CFE, AEP, Adjunct Professor, The American College of Financial Services
The Gift of Lift: Harnessing the Power of Stewardship to Elevate the World - David York, Esq. CPA®, Co-founder and Managing Partner, York Howell & Guymon
11:45 a.m.–1 p.m.
Conference Luncheon
1–2 p.m.
EdTalk (1 CE)
Lessons in Behavioral Finance: Bequest Intentions and Expectations - Matt Sommer, PhD, CFP®, CFA®, Head of Defined Contribution and Wealth Advisor Services, Janus Henderson Investors
2:15–3:05 p.m.
Concurrent Sessions (1 CE each)
Wealth Transfer Planning for Global and International Clients - Raoul Rodríguez, CFP®, EA, GFP, Certified Financial Planning Professional, Global Financial Planning Institute
Asset Liability Matching: How to Create a Safe Runway into Retirement - Dana Anspach, CFP®, RMA®, Founder, Chief Executive Officer of Sensible Money, LLC
3:05–3:35 p.m.
Snack and Beverage Break
3:35–4:50 p.m.
General Session (1.5 Tax and Reg CE)
2023 Regulatory Outlook for Wealth Managers
Moderator: Duane Thompson, AIFA®, President, Potomac Strategies, LLC.
Panelists: Karen Barr, President and CEO, Investment Adviser Association, Roger Levy, LLM, AIFA®, Managing Director, Cambridge Fiduciary Services, LLC, and Scott Reed, AIFA®, CIMA®, CEFEX Analyst, CEO, Hardy Reed, LLC
5–6 p.m.
Evening Reception
7 a.m.–4:30 p.m.
Registration/Information Desk Open
7–8 a.m.
Continental Breakfast
8–9 a.m.
General Session (1 CE)
At the Capacity Crossroads: Three Visions for Scaling the Advisory Firm You Want - Michael Kitces, MSFS, MTAX, CFP®, CLU, ChFC®, RHU, REBC, CASL, Chief Financial Planning Nerd, Publisher, Podcast Author
9–9:30 a.m.
Snack and Beverage Break
9:30–10:20 a.m.
Concurrent Sessions (1 CE each)
Cross-Generational Client Engagement - Lindsey Larrabee, CPWA®, Consultant, Templar Advisors
Intergenerational Wealth Transfer Planning for Business Owners - Justin Goodbread, CFP®, CEPA, CVGA, President, WealthSource Partners, LLC
10:35–11:35 a.m.
Attendee-Sourced Session (1 CE)
A Fireside Chat about Retirement, Investments, Wealth Management, and Behavioral Finance - Jorge Padilla, CFP®, Principal, Senior Client Advisor, MEIRA, and Robert Powell, CFP®, RMA®, Editor, Retirement Management Journal, and James Sandidge, JD, The Sandidge Group
11:45 a.m.–12:35 p.m.
Concurrent Sessions (1 CE each)
Defining Legacy & Developing Agency for Effective Wealth Transfer - Noel Pacarro Brown, CIMA®, CPWA®, Financial Advisor, Senior Vice President, Investing with Impact Director, Family Wealth Advisor, Senior Investment Management Consultant, Morgan Stanley and Adam Cummings, Entrepreneur and Advisor, The Nathan Cummings Foundation
Legacy Conversations With Your Clients - Susan Turnbull, Founder and Principal of Personal Legacy Advisors
12:35–1:45 p.m.
Conference Luncheon
1:45–2:35 p.m.
General Session (1 CE)
College and Student Loan Planning for the Next Decade: Creative Strategies to Stay Relevant for the Next Generation - Ross Riskin, DBA, CPA/PFS, CCFC, MS Tax, Chief Learning Officer, Investments & Wealth Institute
2:35–3:05 p.m.
Snack and Beverage Break
3:05–4:05 p.m.
General Session (1 CE)
Link on the Markets - Stephanie Link, Chief Investment Strategist, Hightower and CNBC contributor for several shows, including The Halftime Report, Closing Bell and Squawk Box
4:30–7 p.m.
Topgolf Event
RSVP required. Limited to first 100 advisors.
8:30 a.m.–12 p.m.
Registration/Information Desk Open
8:30–10 a.m.
Continental Breakfast
10–11:40 a.m.
General Session (2 Ethics CE)
Inspire Integrity: Chase An Authentic Life - Corey Ciocchetti, JD, Associate Professor of Business Ethics and Legal Studies in the Daniels College of Business, University of Denver
Attendees will also be able to choose from a variety of qualitative and behavioral sessions. These sessions will focus more on the communication and practice management techniques that are required to add value across generations.
Presented by
Thomas M. Brinker, Jr., CPA/PFS, ChFC®, ChSNC®, CGMA, CFE, AEP
This session will focus on some financing nuances associated with the medical expense deduction for those clients with special needs.
Presented by
Corey Ciocchetti, JD
Learn to chase the truly important things in life such as a solid character, strong personal relationships and a sense of contentment. One of the most powerful and motivational speeches you have ever heard.
Presented by
Ashley S. Murphy, GFP (USA) CFP®, AIF®
This session addresses the issues affecting international and cross-border clients when planning for an intergenerational wealth transfer.
Presented by
David York, Esq. CPA®
This presentation reviews common myths about money and wealth that too often undermine effective wealth transfer.
$1095
Limited registration available
*Signature and Elite members: your 25% or 40% discount will be automatically applied at checkout.
Want to save 25% or 40% on your registration? Upgrade your Institute membership.
$795
Recorded Sessions available online February 15-August 15, 2023. Available for purchase through August 5, 2023
*Signature and Elite members: your 25% or 40% discount will be automatically applied at checkout.
Want to save 25% or 40% on your registration? Upgrade your Institute membership.
YOUR PURCHASE IS PROTECTED | With our purchase guarantee in place, you can be confident in booking with us. Take a look at our FAQs for conference registration guidelines, cancellation/transfer details and our promise to you. View our FAQs
"So incredibly relevant and useful and keeps us 'current' on evolution in this constantly deepening field of expertise."
"A very practical conference with great, useful, well-researched content, and seasoned, interesting speakers."
"Nice balance between things to think about for your clients and things to think about for yourself!"
"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."
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