The Investments & Wealth Institute has announced a lineup of plenary speakers for its 2024 Investments & Wealth Strategy Forum, focusing on 'Adaptive Wealth Management: Advanced Strategies for Forward-Thinking Advisors.' The event, set for September 30 - October 2 at the Loews Chicago Hotel, aims to equip financial advisors with strategies to navigate economic uncertainties, the potential market impacts of the 2024 presidential election, and the growing influence of artificial intelligence in financial services.
Speakers include Liz Young Thomas, CFA®, Head of Investment Strategy at SoFi, who will discuss the evolving economic landscape, and Bruce Mehlman, JD, Partner at Mehlman Consulting, on the 2024 election's financial market implications. Lauren Eskreis-Winkler, PhD, from Northwestern University, will explore 'grit' in financial success, while Merle Erickson of The University of Chicago Booth School of Business will cover tax-efficient strategies for businesses. Azish Filabi, JD, MA, will address the ethical use of AI in finance.
Eric Flett, CEO of Concentric Wealth Management, highlights the forum's role in providing actionable insights for advisors facing future uncertainties. The event, attracting over 300 seasoned practitioners, will also offer sessions on portfolio diversification, risk management, and retirement planning, with opportunities to earn up to 14.5 CE credits.
Early-bird registration is available until September 2, 2024, for this pivotal gathering designed to enhance advisors' capabilities in managing affluent clients' needs amidst changing economic and technological landscapes. For more information, visit https://www.investmentsandwealth.org.
