Private Wealth Advisor Online

These sessions from the Private Wealth Advisor conference address critical topics in wealth management today.

Included Sessions

Session Title and Description

Speaker and Bio

CE Credit

Creating a Culture of Growth in Your Wealth Management Practices

Heather Locus, CPA, CFP®, CDFA, Balasa Dinverno Foltz LLC/Paul A. Pagnato, Pagnato Karp

1 hour

Navigating Employee Stock Option Alternatives

John Nersesian, CIMA®, CIS, CPWA®, CFP®, Nuveen

1 hour

Strategist Update

Jonathan Golub, CFA®, RBC Capital Markets, LLC

1 hour

The Generalist Advantage

Vikram Mansharamani, PhD, Yale University

1 hour

Catalyzing Capital for Impact

Ron Cordes, AssetMark Investment Services and the Cordes Foundation

1 hour



IMCA Member



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Continuing Education

Private Wealth Advisor Online provides up to 5 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 October 31, 2017. You must access the presentation before this date.