2017 Annual Conference Experience Online

In today's fast-changing world, you need information, experience, and trusted insights to chart the best course for your clients. These sessions from the 2017 Annual Conference in San Diego will help you do just that.

Session title and description

Speaker and Bio

CE Credit     

Misbehaving: The Making of Behavioral Economics


Richard Thaler, Booth School of Business, University of Chicago


1 hour

A Century of Evidence on Style Premia or Smart Beta


Toby Moskowitz, Dean Takahashi ’80 B.A., ’83 M.P.P.M. Professor of Finance, Yale University


1 hour

The Millennial Mindset


Nathaniel Harness, Texas A&M University


1.5 hours

The DOL Rule and the Retirement Landscape

Fred Reish, Drinker Biddle & Reath LLP


1 hour

The New Neuroscience of Doubling Production


Robert Cooper, Cooper Neuroscience Lab and Cooper Strategic


1.5 hours

Working with Highly Successful Families - Advanced Estate Planning

Rashad Wareh, Kozusko Harris Vetter Wareh Duncan, LLP

1 hour

Elite Financial Teams


Matt Oechsli, The Oechsli Institute


1 hour

Age Invaders: The Effect of Increasing Longevity on Wealth Management

Ron Galloway, Researcher and Filmmaker


1 hour

Making Sense of Low and Minimum Volatility

Dana D’Auria, Symmetry Partners


1 hour



Registration type

Registration fee



IMCA Member




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Continuing Education

The 2017 Annual Conference Experience Online provides up to 10 hours of continuing education (CE) credit for CIMA/CPWA/CIMC certifications. IMCA is registered with NASBA as a sponsor of continuing professional education.


This video bundle is available for viewing online through May 30, 2018. You must access the presentation before this date.