IMCA's 2017 Investment Advisor Forum offers continuing education and networking opportunities for investment and wealth professionals. Topics at this year's conference will include enlightened hospitality in the financial services industry, principles for generating retirement cash flow, using sectors to manage volatile markets, factor timing, client philanthropy, discussing fees with clients, fiduciary rule updates, shifts in global economics, geopolitics and business, the psychology of choice, investment advisory ethics and much more. This conference offers up to 15 credit hours of live and onlie CE credits, as well as 1 hour of ethics credits.

Conference website

IMCA 2017 Investment Advisor Forum (New York City) 9-10 Feb