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IMCA 2014 Advanced Wealth Management Conference

October 5th - 7th, 2014 • San Diego , CA

Past Event:

High-net-worth clients have complex needs that require expertise beyond basic financial planning. Emerging wealth transfer trends, complex gift planning strategies and changing tax laws make today’s environment anything but predictable. The only way to provide the best guidance is to assure you are equipped to help your clients address unique challenges. Gain the latest knowledge and insight into the future of wealth management.

 

Location Details

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Hilton San Diego Bayfront

San Diego , California
United States

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