The 2013 IMCA Advanced Wealth Management Conference will be held at Marriott Michigan Avenue in Chicago, IL. 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.
- Yes, to Another Wirehouse or Regional Firm.
- Yes, Considering Independence.