IMCA Private Wealth Advisor (PWA) 2017 | IMCA Private Wealth Advisor (PWA) | 16 October 2017 | Chicago Marriott Downtown Magnificent Mile, 540 N. Michigan Avenue, Chicago, IL, US

The 2017 Private Wealth Advisor Conference features practical educational sessions across a variety of investment and wealth topics, carefully chosen to meet the needs of elite advisors managing private wealth. Each session highlights a practitioner-oriented tool, strategy, or insight to improve your wealth management knowledge and skills. Presented in Chicago, this conference draws a diverse, global audience and includes opportunities to network with other IMCA members, CPWA and CIMA professionals, and top industry minds.

2017 Speakers

Stacy Allred,
MTAX, CPA/PFS, CFP Merrill Lynch

Richard Brink, CFA
AllianceBernstein

Stephen M.R. Covey
CoveyLink Worldwide

Stephen M.R. Covey
CoveyLink Worldwide

Amy Florian
Corgenius

Andrew Friedman, J.D.
The Washington Update LLC

David Grau, Sr., J.D.
FP Transitions

Michael Kitces
MSFS, MTAX, CFP, CLU, CHFC, RHU, REBC, CASL
Pinnacle Advisory Group, The Kitces Report, and Nerd’s Eye View

Jeffrey Levine, CPA
IRA Help

Ellen Maidman-Tanner
PinnacleCare Private Health Advisory

Arun Muralidhar, Ph.D.
Mcube Investment Technologies

Philip Palaveev
The Ensemble Practice, LLC

Brian D. Singer, CFA®, MBA
William Blair

Tricia Staible, J.D.
Robinson Fans Holdings, Inc.

Michael Tanner
Cato Institute

Shelley Taylor
University of Pittsburgh, Institute for Entrepreneurial Excellence

Scott West
Invesco Consulting

Justin Wolfers, Ph.D.
University of Michigan

Rodney Zeeb, J.D.
The Heritage Institute

2017 Sponsors

•Platinum
Nationwide
Russell Investments
Ameritrade Institutional

•Gold Partnerts
Raymond James
Wells Fargo Advisors Financial Network

•Silver Partners
Fidelity Investment
Nasdaq
SMEAD