Investments & Wealth Institute

?? A Brighter Future Starts Here This Black History Month, we’re celebrating excellence in financial services. By supporting the Investments & Wealth Foundation Scholarship Fund, you’re creating opportunities for underrepresented professionals to access certifications that transform careers and strengthen the financial profession. Together, we can build a profession where all advisors thrive, ensuring a sustainable workforce. ?? Let’s honor this month with action. Help us grow a stronger, more inclusive financial profession together. Join us in making a difference and donate today at: https://hubs.li/Q038ChgF0 #BlackHistoryMonth #Scholarships #FinancialEducation #GiveBack

?? Final Reminder: Your Chance to Enroll in the Upcoming Chicago Booth School of Business class to Earn Your Certified Private Wealth Advisor? (CPWA?) designation – Ends Today! This is it—the final chance to join the upcoming CPWA class at Chicago Booth School of Business! ? Class runs from March 20 – September 18, 2025 ? Online self-study, designed for busy professionals followed by a 3.5-day in-person capstone event in Chicago ? Learn sophisticated wealth strategies, behavioral finance, legacy planning & more ? Gain insights from distinguished faculty and experienced industry professionals ? Earn your designation from the prestigious Chicago Booth School of Business If you want to stand out as a top-tier advisor for HNW clients, now is the time to act. In just six months, you’ll master advanced wealth planning strategies, tax optimization, legacy planning, and more! ?? Deadline: TOMORROW! Seats are almost gone! Enroll today by logging into the Academy dashboard and scroll down to the CPWA certification section and click “Apply Now”. If you do not have an account, you can create one here: https://hubs.li/Q038C90M0.. #CPWA #WealthManagement #ChicagoBooth #ProfessionalDevelopment #HNWClients

?? Calling All Team & Business Leaders! Are you responsible for managing a team or business? The Investments & Wealth Institute wants to hear from you! We know that leadership comes with unique challenges — developing your own skills, building a strong team, and ensuring long-term success for your practice. To better support you, we’re conducting a quick survey to gain insights into the goals, challenges, and needs of leaders like you. Your input will help us tailor educational resources and membership benefits that truly meet your professional needs. Please take 4–5 minutes to share your insights on your leadership challenges and opportunities. ?? Complete the survey by Friday, March 7, and receive a summary of key findings. (Note: This survey is specifically for those leading a team or business.) Thank you for your time and valuable insights! ?? Take the Survey: https://hubs.li/Q038BMQQ0 #Leadership #ProfessionalGrowth #InvestmentsandWealthInstitute #TeamSuccess

?? Here’s another breakout session preview for Experience 2025! “Leveraging Crisis Alpha and Managed Futures in Volatile Fixed Income Markets” In an environment marked by increased volatility, rising interest rates, and evolving correlations, understanding how to capture "crisis alpha" has become essential for wealth and investment managers. In her breakout session, Kathryn Kaminski, PhD, CAIA?, Chief Research Strategist, Portfolio Manager, AlphaSimplex, explores the role of managed futures and non-correlated return strategies to help advisors navigate market disruptions and high volatility periods, especially within fixed income markets. Attendees will gain insights into how trend-following strategies generate returns in market crises, why these strategies can be powerful tools in portfolios, and the impact of a high-interest rate environment on stock-bond correlations. With practical examples of long/short fixed income exposure, this session equips attendees with strategies to better manage risk and pursue profit opportunities amid market uncertainty. Hear Kathryn give a preview of her session below! Don't miss your chance to expand your knowledge, business, and network at our signature event of the year! Join us in Austin, TX from March 30 – April 2 for an unforgettable Experience 2025! Secure your spot today! https://hubs.li/Q038BHC80 #Experience2025 #WealthManagement #InvestmentManagement #RetirementManagement

?? Exciting News! ?? We’re thrilled to announce that our award-winning bimonthly publication has a fresh new name and look! The Investments & Wealth Monitor is now Investments & Wealth Review, premiering with the January/February 2025 issue. While the name and design are new, the trusted, peer-reviewed insights and expert analysis are stronger than ever. Each issue is packed with invaluable perspectives on investment, legal, regulatory, business development, retirement, and wealth management topics — ensuring that our community of elite financial professionals stays well ahead of the curve. A sampling of articles from this issue of the Review includes “The Advice Industry, a Reckoning,” featuring a roundtable discussion with key industry leaders. “A Changing Financial Advice Industry: Key Trends in 2025” demonstrates how shifting demographics and evolving products are reshaping strategies for success. Finally, if you are interested in how niche practices can drive growth and enhance job satisfaction, you should check out “Microtargeting: Finding Your Niche in a Sea of Sameness.” And there are many, many more! Whether you’re an advisor, wealth manager, or industry influencer, Investments & Wealth Review is your go-to resource for deep, actionable insights. ?? Check it out and read the full issue: https://hubs.li/Q038rnVd0 #InvestmentsandWealth #FinancialAdvisors #WealthManagement #ProfessionalDevelopment

?? Experience 2025: Learn, Connect & Have Fun! Experience 2025 will not only offer an incredible opportunity to bring innovative perspectives back to your practice, but will also feature fun and engaging activities to make your time unforgettable. From exciting competitions and live music, there’s something for everyone. Here’s a preview of the activities scheduled throughout the event! ?? Elite Member VIP Breakfast & Book Signing – Meet Tony Davidow, CIMA? & get a signed copy of his new book! ?? Battle of the Bands – Kick off the event with a night of live music, BBQ, drinks, and networking. Vote for your favorite local band! ?? Foundation Benefit Auction – Bid on incredible experiences like an Amalfi Coast or Big Bear getaway or attend a 3-night stay at the U.S. Open 2025 at Oakmont Country Club. ?? Play It Forward Basketball Tournament – Bring your A-game & compete in support of the Foundation! ?? Don’t miss out—secure your spot now! Join us in Austin, TX from March 30-April 2 and learn from the brightest minds in wealth and investment management, including leading advisors, seasoned industry experts, and innovative thought leaders—all sharing actionable insights to help you stand out, gain a competitive edge, and elevate your practice. Register today by calling (303) 770-3377, Monday - Friday, 10 am - 7 pm EST or by clicking the following registration link: https://hubs.li/Q0382YJM0 #Experience2025 #WealthManagement #InvestmentManagement #RetirementManagement #FinanceConference #ContinuingEducation #NetworkingEvent #Austin #Texas #CPWAcertification #CIMAcertification #RMAcertification

? Earn Your Certified Private Wealth Advisor? (CPWA?) Designation with the Chicago Booth School of Business – Enroll Before February 28! The CPWA designation isn’t just another credential—it’s your pathway to delivering exceptional value to HNW clients. Here’s why financial professionals choose the Chicago Booth School of Business’ CPWA program: ? Six month online study, designed for busy professionals followed by a 3.5-day in-person capstone event in Chicago ? Learn sophisticated wealth strategies, behavioral finance, legacy planning & more ? Gain insights from distinguished faculty and experienced industry professionals ? Earn your designation from the prestigious Chicago Booth School of Business The upcoming class runs from March 20 to September 18, 2025. ?? Time is running out—and seats are filling fast. Enroll before February 28 by logging into the Academy dashboard and scroll down to the CPWA certification section and click “Apply Now”. If you do not have an account, you can create one here: https://hubs.li/Q037GrdY0.. #CPWA #WealthManagement #ChicagoBooth #ProfessionalDevelopment #HNWClients

? Empowering Representation in Finance At the Investments & Wealth Foundation, we are dedicated to empowering underrepresented professionals through our scholarship fund. To date, nearly $1.6 million in scholarships have been awarded, helping talented individuals with financial need earn financial certifications, advance their careers, and better serve their communities. 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?) By breaking down financial barriers, we unlock opportunities for professionals who represent and serve underserved communities. Celebrate Black History Month by making an impact today! Make your donation at: https://hubs.li/Q037GTTg0 #BlackHistoryMonth #Scholarships #FinancialEducation #GiveBack

?? Early Bird Savings for Experience 2025 Ends TODAY! This is your last chance to secure your early bird discount at the best rate available! Register today to take advantage of a $200 savings! And don’t forget - Elite & Signature Members – take advantage of your membership discounts and stack on the early bird rate for even greater savings! ?? Secure Your Spot Today! Join us in Austin, TX from March 30-April 2 and learn from the brightest minds in wealth and investment management, including leading advisors, seasoned industry experts, and innovative thought leaders—all sharing actionable insights to help you stand out, gain a competitive edge, and elevate your practice. Register today by calling (303) 770-3377, 10 am - 7 pm EST or by clicking the following registration link: https://hubs.li/Q037xwZd0 #Experience2025 #WealthManagement #InvestmentManagement #RetirementManagement #FinanceConference #ContinuingEducation #NetworkingEvent #Austin #Texas #CPWAcertification #CIMAcertification #RMAcertification

?? Have you explored our Visual Insights Series yet? Designed to simplify complex financial concepts through engaging, visual content, Visual Insights makes intricate strategies accessible and easy to understand. This interactive short-form content takes 10-15 minutes per session and covers vital planning concepts and strategies. ?? Key Features: ?? New visual insights released each month ?? Topics include education, estate, investment, retirement, and tax planning ?? Accessible to all tiers of membership Be sure to check out the latest topic, “How IRMAA Impacts Social Security Benefits”, now available in members’ Academy dashboards. Not a member, but want to see what the series is about? Explore a preview of "The 4% Rule for Retirement Withdrawals," featuring the Investment & Wealth Institute’s Chief Learning Officer, Ross Riskin, and become a member today to unlock the entire series. Preview here: https://hubs.li/Q037qz0t0 #ContinuingEducation #FinancialAdvisor #FinancialIndustry