Private Wealth Advisor Online

Missed IMCA's 2016 Private Wealth Advisor Conference in Chicago? We know you can’t join us for every live IMCA conference, so we’ve captured the best sessions for you to experience online. Introducing a wealth advice video bundle, comprised of the most highly rated conference sessions at the 2016 Private Wealth Advisor Conference. Learn from some of the industry's most influential minds discussing the critical topics in wealth management today. Now you can earn continuing education and learn new strategies to build your business online anywhere, anytime—conveniently from your desktop or device.

Registration Type

Registration Fee


IMCA Member



Join and Learn1



1 Special offer—Renewals and reactivations are not eligible. Conditions apply. Subject to change without notice.

Continuing Education (CE) Credit: This online educational opportunity has been accepted for up to
5 hours of CIMA®, CIMC®, and CPWA® CE credit. CE is granted per session. This program is not approved for CFP® CE credit.

Availability: CE Bundle: 2016 Private Wealth Advisor Conference is available for purchase through June 15, 2017, and available for viewing through June 30, 2017.

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

Cancellation/Transfer Policy:
No refunds or transfers are available. This video bundle is available for viewing online through June 30, 2017. If you do not access the presentations before this date, no refund is available.

If you have any questions, please contact IMCA's Education Department at