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    Investments & Wealth Masters Forum



    Planning for Intergenerational Wealth Transfer

    ON-DEMAND AVAILABLE THROUGH AUGUST 15

     


     

    Designed for advanced practitioners, seeking contemporary wealth management strategies for their HNW clients, as they navigate through “the great wealth transfer.”

    REGISTER FOR ON-DEMAND

    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.

    Agenda Highlights

    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.   

    • The next generation who wishes to continue the family business
    • The needs of families with special needs considerations
    • A client who is truly a global citizen and may have ties outside of the U.S.
    • Clients who are philanthropically inclined and wish to expand the transfer of wealth outside their immediate family

    Conference Agenda

    This conference focuses on the needs of HNW clients and multi-generational financial planning. After attending conference sessions, you'll be able to confidently do the following: 

    • Identify transfer (gift and estate) tax planning opportunities
    • Determine income tax planning strategies
    • Uncover planning approaches for the next generation of clients who may be continuing a business legacy, may have a global presence or may be physically or mentally limited
    • Select philanthropic action plans for clients who wish to expand the transfer of wealth outside their immediate family
    • Implement strategies and tactics that can be effective in constructing internal and external teams to serve clients in a multigenerational capacity
    • Discover techniques that allow you to effectively communicate with and across multiple generations of clients

     

    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

    General Session (1 CE)

    Advanced Estate Planning for Multi-Generational Clients - Lisa R. Featherngill, Senior Vice President and National Director, Comerica Wealth Management

    General Session (1 CE)

    Advanced Income Tax Planning - Steve Siegel, JD, LLM, President, The Siegel Group

    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

    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

    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

    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

    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

    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

    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

    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

    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 

    Featured Speakers

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    Pricing Information

     

    On-Demand
    Registration

    $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.

    Membership Benefits

     

     

    REGISTER NOW

    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

     

    Conference Testimonials

    "So incredibly relevant and useful and keeps us 'current' on evolution in this constantly deepening field of expertise."
    Elite Member
    "A very practical conference with great, useful, well-researched content, and seasoned, interesting speakers."
    CPWA Member
    "Nice balance between things to think about for your clients and things to think about for yourself!"
    Elite 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

     

    Thank you to our Partners

    Platinum Partner

    Janus Henderson - IWMF AZ

     

    Bronze Partner

     

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    E-mail address

    conference@i-w.org

    Contact us

    +1 303-770-3377

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