IMCA Advanced Wealth Management
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 at the IMCA 2013 Advanced Wealth Management Conference, October 7-8 in Chicago. By attending, you will see two days of valuable presentations on a wide range of topics that impact your business.
540 N. Michigan Avenue
Chicago, Illinois 60611