Investments & Wealth Institute

🌟 Celebrating Veterans Month: A Financial Advisor's Journey from Combat Medic to Certified Private Wealth Advisor® (CPWA®) This Veterans Month, we honor the journey of Matt Hudnall, MBA, CPWA®, ChFC®, Founder and Senior Advisor of Hudnall Wealth and a former United States Army Combat Medic who served with the 1st and 3rd Infantry Divisions. After four years of dedicated service, where he was deployed to Kosovo for a peacekeeping mission (2002) and Iraq for combat missions in Operation Iraqi Freedom (2003), he transitioned to civilian life, earning a degree from the University of Texas at San Antonio and an MBA from Centenary College of Louisiana. His career path led him to the financial services industry, where his military experience helped influence his approach to client service. “Not only do I credit my time in the U.S. Army with saving my life, but it also provided me with the necessary skills of goal setting, perseverance, discipline, and focus that I apply not only in my personal life, but also to my work in the financial services industry.” Looking to advance his career, Matt decided that the CPWA certification would be the natural next step in his professional development and went on to earn this designation after receiving a scholarship from the Foundation. “While working primarily with physicians and business owners, it was evident early on that my clients have complicated needs, and they deserve to have an advisor that both understands their situation and develops creative solutions to their complex issues. Although there are lots of designations out there for advisors, the CPWA program provided me the expertise and education to dive deeper and think differently about how I can best serve those who trust me with one of the most important aspects of their lives... their money.” For fellow veterans looking to pursue a career in financial services, Matt notes that although getting started may have its challenges, your military background will help play a pivotal role in giving you the tools you need to succeed. “Your military experience and training provide you with a sense of integrity and the necessary discipline needed to survive, persevere and ultimately thrive in this profession. This is an honorable profession, and it continues the mission of serving others, who need our help.” We are proud to have Matt as part of the Investments & Wealth Institute family. Matt - we thank you for your service. The Investments & Wealth Foundation provides scholarships for financial certifications, supporting the advancement of individuals who are underrepresented in our industry. To learn more about how you can make an impact by making a donation or if you would like to apply for a scholarship, please visit https://lnkd.in/ggHPPZEv #VeteransMonth #VeteransScholarships #FinancialEducation #GiveBack #VeteranSupport #HonoringHeroes

⏳LA area financial advisors! Don't let your complimentary ticket to the Focus on Alternatives Series: Los Angeles go to waste! 🗓 November 14 is just around the corner and so is your last chance to register for this complimentary daylong event featuring world-class education, professional insights, and practical Alt tools and strategies that will immediately benefit you and your practice. Designed exclusively for our financial advisors, this insightful workshop will be held at UCLA. Why attend: ➡️ Complimentary event conveniently located in your region ➡️ Gain valuable insights into cutting-edge strategies, risk management techniques and emerging trends in alternative investments ➡️ Boost confidence to go beyond traditional asset classes to achieve diversification and drive growth in your clients’ portfolios ➡️ Breakfast & lunch networking provided ➡️ Earn seven Institute CE credits and CFP® professionals can earn an additional five CFP® CE — all at no cost This is more than just a learning opportunity—it's a chance to transform your approach to alternative investments and network with industry leaders and peers! 🔗 Last chance to register: https://lnkd.in/g7Pxn2PS Sponsored by Apollo Global Management, Inc., Benefit Street Partners, Calamos Investments and Invesco US. #AltInvestments #WealthManagement #FinanceConference #ContinuingEducation #NetworkingEvent #Investments&WealthInstitute #UCLA #LosAngeles #Apollo #BenefitStreetPartners #CalamosInvestments #Invesco

Introducing Alex Ugge, CPWA®, AEP®, ChFC®, RMA®, CEPA® an Institute Member and financial professional who is dedicated to delivering white-glove service to high-net-worth families and business owners, focusing on tax minimization, gifting, and wealth transfer strategies. Working as Senior Vice President, Private Wealth Advisor at Bank of Texas, Alex combines sophisticated financial planning with a personalized touch, ensuring that his clients' wealth not only grows, but does so in alignment with their values and long-term objectives. Alex attributes the CPWA and RMA designations for playing a pivotal role in improving the depth of his practice. The notes the CPWA has helped him gain confidence in speaking about complex wealth planning strategies around estate planning and tax planning with his clients as well as empowering him to specialize in these areas that he finds to be in high demand. With regards to the RMA, Alex has found that this certification has incredibly invaluable – by adding a layer of depth to his income planning and retirement planning strategies. Alex enjoys being a member of the Institute and reading the journals and whitepapers available – specifically the Investments & Wealth Monitor. He appreciates the relevance of the topics, articles and research and finds them intriguing. Interesting facts about Alex: ➡️ He’s been practicing Kendo (Japanese fencing) for the past year ➡️ His favorite podcasts include, Barron’s Advisor, The Money Guy Show, Conversations for Financial Professionals ➡️ He is most grateful for his faith – which has always been able to ground him, give him direction and purpose We are grateful to have Alex as a member of our community! #wealthmanagement #investmentmanagement #CPWAcertification #RMAcertification #financialindependence #retirementplanning #financialplanning

🗓️ Early Bird Registration is Now Open! Save $200 at Experience 2025! Mark your calendars! The Investments & Wealth Institute’s premier annual event – Experience 2025 is coming to Austin, TX from March 30 – April 2! Join us at the JW Marriott Austin for an action-packed conference - where the brightest minds in wealth and investment management gather to share groundbreaking insights, strategies, and industry knowledge. What’s more is that for a limited time only – you can save $200 on your registration if you register before February 20, 2025! Signature and Elite members – your membership discount will be applied to the early bird rate! Don't miss the opportunity to elevate your practice and connect with peers at our biggest event of the year. Lock in the lowest rate available for Experience 2025 and secure your spot today! https://lnkd.in/edh6cvWE More exciting announcements on Experience 2025 will be rolled out in the coming weeks as we fine-tune the details – so stay tuned! #Experience2025 #FinancialIndustry #WealthManagement #FinancialAdvisors #ProfessionalDevelopment #InvestmentStrategies #ContinuingEducation #BusinessGrowth #ClientSuccess #InvestmentManagement #FinancialPlanning

Join us for an informative webinar titled, “Not All High Yield is Junk”, featuring John Sheehan, CFA and Carl Kaufman of Osterweis. Hear John and Carl explain why many investors have a simplistic view of the bond market – that investment grade is “safe” and high yield is “risky” and why he believes this view is fundamentally flawed.    Equip yourself with the knowledge on high-yield portfolios and learn how market inefficiencies allow savvy investors to construct these portfolios with similar risk profiles to investment grade portfolios. Sponsored by Osterweis Capital Management.    📅 November 13, 2024 - 12:30PM - 1:30PM EST  🎓 Continuing Education Credit Opportunity  👉 Register Today!    Registrants who hold their CIMA®, CPWA®, and RMA® certifications are eligible to receive 1 CE credit hour. CFP® attendees may receive 1 CE credit hour, pending approval.    Can’t attend? Register anyway! You will receive instructions for accessing the recording within two weeks of the event which will be available for viewing for one year. The recording will be eligible for CE credit for Institute certified professionals who are unable to attend in person. #Education #FinancialIndustry #Investing #Investmentmanagement

Retirement Management in the Age of Longevity 💼 Are your retirement strategies ready for clients living well into their 90s? As lifespans grow, so does the complexity of retirement planning. This is where the Retirement Management Advisor® (RMA®) certification comes in — offering a comprehensive approach to navigating longevity risk, dynamic income strategies, and personalized retirement plans. Our latest blog explores how RMA certified advisors are uniquely equipped to support today’s retirees with resilience and empathy, helping them thrive through retirement’s most complex challenges. 📄 Swipe through the blog in the PDF below to learn why RMA® professionals are becoming the new “rock stars” of retirement planning! #RetirementPlanning #RMA #FinancialAdvisors #InvestmentSense

💡 Learn how you can earn the CIMA® certification from some of the country’s top business schools such as the Yale School of Management and the Chicago Booth School of Business. This webinar will feature Yale School of Management, Program Director, Jim Dobbs, as he details the CIMA curriculum. 📅 November 13th at 11:00AM EST Key Topics: ➡️ Understand the certification process and requirements ➡️ Gain insights on flexible course options offered by some of the top 5 rated business schools in the country ➡️ Get answers to your questions in a Q&A session with our experts ➡️ Hosted by Tyler Cook, Enrollment Counselor at the Investments & Wealth Institute Register today! https://lnkd.in/gz6Z9eag #CIMA #InvestmentManagement #Investments #ProfessionalDevelopment

💡 Spotlight on the Investments & Wealth Institute’s Special Events We’re thrilled to see the Institute’s recent “Focus on Alternatives Series” conference covered by top industry media outlet, Financial Advisor Magazine — highlighting our role as a leader in alternative investment education. At the event, industry experts demonstrated how alternatives can diversify the classic 60/40 portfolio design, offering resilience and growth potential for high-net-worth clients. Dive into the article to learn how alternative assets can enhance your portfolio strategy—and see why our special events and conferences are recognized for delivering actionable insights from the best in the business. NOTE: On November 14, 2024, we will host a “Focus on Alternatives Series” conference in Los Angeles, CA. Visit the Institute’s homepage today to find out more. 🔗 https://lnkd.in/gadK6Bte #AlternativeInvestments #InvestmentEducation #FinancialAdvisors #WealthManagement

✨ Attention Members! Check Out What’s New in the November Membership Newsletter! Some notable highlights from our November edition include: ➡️ New Visual Insight Series topic on estate planning now available in your Academy dashboards ➡️ Focus on Alternatives Series: Los Angeles – there is still time to register for this complimentary event for those in the LA area ➡️ Best of Strategy Forum 2024 – for those that missed attending, earn 10 Institute Continuing Education (CE) credit hours (including 1 Tax & Regulations CE) as well as 8 CFP® CE — all at your own pace Members – be on the lookout for the November edition in your inboxes today. We hope you enjoy and check out a personal note from AnnE Hill, Associate Director of Membership below!

🛡️This Veterans Month, Let’s Make a Difference Together! ❓Did you know that many veterans face barriers in transitioning to civilian careers, especially in industries requiring specialized education and certification? Among those are our veterans who aspire to excel in the financial services profession. Through our scholarship program, we offer opportunities for veterans to build careers, develop expertise, and secure financial futures for themselves and their families. This November, join us in honoring our veterans by contributing to scholarships that open doors to financial education and professional growth. 👉 Help us make an impact today. Donate now at: https://lnkd.in/gSJkJUu9 #VeteransMonth #VeteransScholarships #FinancialEducation #GiveBack #VeteranSupport