Investments & Wealth Institute

🌟The big reveal is here! We are thrilled to announce our keynote lineup for Experience 2025! ▶️ Jeffrey Gundlach, Chief Executive Officer & Chief Investment Officer of DoubleLine, was named one of "The Fifty Most Influential" in Bloomberg Markets. In his keynote session, Jeffrey will walk through key macroeconomic indicators, discuss their implications for market movements, and share strategic approaches to portfolio positioning in fixed-income and alternative investments. ▶️ Peter Attia is a longevity expert and the host of “The Drive”, one of the most popular podcasts covering the topics of health and medicine. He is also the author of the #1 New York Times Bestseller, “Outlive: The Science and Art of Longevity”. By integrating health insights into wealth planning, Dr. Attia will equip you with unique, actionable strategies to differentiate your services and deepen client relationships. ▶️ Anastasia Amoroso is known for sharing her investment insights regularly on CNBC and Bloomberg TV. In her keynote session, Anastasia, Managing Director and Chief Investment Strategist at iCapital, will provide expert insights into the dynamic world of alternative investments, highlighting opportunities and potential risks. ▶️ Lauren Goodwin, CFA, Chief Market Strategist at New York Life Investments. She leads the firm’s Global Market Strategy team, and is responsible for economic and market research, asset allocation, and thought leadership to empower investment decision-making. Lauren will share her insights on the macroeconomic forces shaping high-net-worth portfolios. ▶️ Nichol Bradford, Human and AI Enablement Executive at the forefront of human potential and AI. In her general session, Nichol will explore how wealth management professionals can navigate AI adoption while preserving ethics, trust, and the human connection, offering a roadmap for innovation and growth. ▶️ Herman Brodie, behavioral economics specialist and co-author of The Trust Mandate. In his general session, you'll learn to apply a five-step process for repairing client trust after a service failure, ensuring effective recovery and strengthened client loyalty. Secure your spot now for our biggest event of the year and take advantage of our Early Bird pricing – saving $200 off your registration by registering before February 20! https://lnkd.in/gUR35MHY

Webinar tomorrow! Plan to attend the “Advanced Retirement Planning with Home Equity” webinar featuring @Steve Resch, Vice President, Retirement Strategies, Finance of America Reverse. Gain a better understanding of how home equity can be a key component of a retirement plan. Webinar sponsored by Finance of America Reverse. 📅 December 5, 2024 - 12:30PM - 1:30PM EST 🎓 Continuing Education Credit Opportunity 👉 Register Today! https://lnkd.in/gvxNt8Eq Registrants who hold their CIMA®, CPWA®, and RMA® certifications are eligible to receive one CE credit hour. CFP® attendees may receive one CE credit hour. Can’t attend? Register anyway! You will receive instructions for accessing the recording within two weeks of the event which will be available for viewing for one year. The recording will be eligible for CE credit for Institute certified professionals who are unable to attend in person. #ContinuingEducation #FinancialIndustry #FinancialAdvisors #Retiremen

🌟 It's Giving Tuesday – Make a Difference Today! Today, we celebrate the spirit of giving back to our communities. What better way to give than by supporting the Investments & Wealth Foundation’s scholarship fund? Your donation helps underrepresented professionals advance their careers by earning industry-leading certifications: ✔️ Certified Investment Management Analyst® (CIMA®) ✔️ Certified Private Wealth Advisor® (CPWA®) ✔️ Retirement Management Advisor® (RMA®) With your tax-deductible gift, you: - Open doors of opportunity - Support a profession that values diversity and inclusion - Contribute to a legacy—almost $1.6 million scholarships granted since 2020! Let’s grow a stronger, more inclusive financial profession together. Join us in making a difference this Giving Tuesday. Donate today at: https://lnkd.in/gSWEEg4q #GivingTuesday #Scholarships #FinancialEducation #GiveBack

🌟It’s happening! Our keynote speaker lineup will be revealed tomorrow! This keynote speaker is no stranger to the investment world and is known for providing insights on private and public market investing opportunities for advisors and their high-net-worth clients. She is a past top–rated speaker at our annual conference, often seen on CNBC and Bloomberg TV, and is regularly quoted in the financial press. Can you guess this keynote speaker? Comment below! You won’t want to miss our premier event of the year – Experience 2025. Register today and save $200 with Early Bird pricing. https://lnkd.in/dK5hyX5R #Experience2025 #KeynoteSpeaker #BigReveal #StayTuned

🎓 Are Your Clients Saving Early for Future Educational Costs? Millions of Americans are looking for the best long-term roadmap for saving for college. So, what is the best course of action to plan for future education costs? Ross Riskin, Chief Learning Officer at Investments & Wealth Institute, discusses the importance of early savings for educational expenses, open communication around financial contributions, and the best vehicles for education savings in this episode of Decoding Retirement — a Yahoo Finance podcast hosted by Robert Powell, CFP®, RMA®. https://lnkd.in/gWdaez5m #FinancialPlanning #CollegeSavings #InvestmentsandWealthInstitute #DecodingRetirement

❓ Did you know that you can earn your Certified Private Wealth Advisor® (CPWA)® designation in as little as six months? Join our short 30-minute CPWA intro webinar to hear how this certification program offers flexibility based on your preferred learning style and gives you the opportunity to partner with prestigious business schools that include the Yale School of Management and the University of Chicago Booth School of Business – to earn your designation! 📣 CPWA® Intro Webinar 📅 December 11 - 11:00AM EST Register today! https://lnkd.in/ge-7BGPn #CPWA #WealthManagement #Investments #ProfessionalDevelopment

❓Who could it be? One of our keynote speakers is a #1 New York Times Bestseller, a medical expert with over 100 million podcast downloads, and a recipient of several prestigious awards in the world of medicine – offering a unique perspective on health and longevity that aligns closely with the needs and aspirations of high-net-worth and ultra-high-net-worth clients. What’re your guesses? Comment below and stay tuned to meet this renowned doctor known for revolutionizing health and longevity along with our entire keynote speaker lineup in 5 days! Join us in Austin, TX from March 30 – April 2 and elevate your practice by learning from the brightest minds in wealth and investment management at our biggest event of the year - Experience 2025. Save $200 with Early Bird pricing. Register today! https://lnkd.in/ecCt7nyC #Experience2025 #KeynoteSpeaker #BigReveal #StayTuned

Join us for an informative webinar titled, “Advanced Retirement Planning with Home Equity”, featuring Stephen J. Resch, Vice President, Retirement Strategies, Finance of America Reverse. Hear Steve explain why now may be the time to consider how home equity can be a key component of a retirement plan.    In this webinar, learn:    - What a reverse mortgage is, including products, eligibility, misconceptions, and consumer safeguards.  - How home equity can be used to supplement household cash flow, eliminate a monthly mortgage payment, manage long-term risks, and even pay taxes on Roth Conversions.  - Client profiles where a reverse mortgage loan can safeguard a retirement while providing generational wealth transfer and other legacy opportunities.     Sponsored by Finance of America Reverse.    📅 December 5, 2024 - 12:30PM - 1:30PM EST  🎓 Continuing Education Credit Opportunity  👉 Register Today!    Registrants who hold their CIMA®, CPWA®, and RMA® certifications are eligible to receive one CE credit hour. CFP® attendees may receive one CE credit hour.    Can’t attend? Register anyway! You will receive instructions for accessing the recording within two weeks of the event which will be available for viewing for one year. The recording will be eligible for CE credit for Institute certified professionals who are unable to attend in person. 

🌟 Make Your Impact Count This Giving Tuesday! Since 2020, the Investments & Wealth Foundation has granted almost $1.6 million in scholarships to support professionals from underrepresented groups advance their careers and serve their communities. Your tax-deductible gift continues this incredible work, ensuring access to certifications like CIMA®, CPWA®, and RMA®. Let’s empower those underrepresented in our industry to lead the way forward. Join us December 3 in giving back to our community. To make your donation, visit: https://lnkd.in/ga8xG54F #GivingTuesday #Scholarships #FinancialEducation #GiveBack

👀Looking to enhance your high-net-worth expertise and expand your professional qualifications? Discover how the Certified Private Wealth Advisor (CPWA®) certification program can help you attract and retain high-net-worth clients and grow your books of business. We’re hosting a brief intro webinar so you can learn more about it. 📣 CPWA® Intro Webinar 📅 December 11 - 11:00AM EST Register today! https://lnkd.in/gH2vt2Na #CPWA #WealthManagement #Investments #ProfessionalDevelopment