ACE 2020 Boston Conference Cancelled

Investments & Wealth Institute has made the difficult decision to cancel ACE 2020 Boston: The Exceptional Advisor conference. We are offering our registrants four options:

  • Transfer your registration to a later 2020 conference*
  • Transfer your registration to an online course of comparable value*
  • Transfer your registration to ACE 2021 - Seattle*
  • Receive a full refund

* BONUS VALUE FOR REGISTRATION TRANSFERS: We appreciate your continued support of our association during this turbulent time. As a thank you, those who transfer to another offering will automatically receive access to ACE Unplugged when it becomes available this spring. ACE Unplugged will feature our most anticipated, top-rated speakers of ACE 2020 Boston and will cover a mix of investment, wealth, retirement, and practice management topics. The package will include approximately 20 hours of education that will qualify for premier continuing education (CE) credit for CIMA®, CPWA®, RMA®, and CFP® certifications, including 1 Institute tax/regulation hour and 1 Institute ethics hour. 


To Transfer Your Registration

Step 1: Read the descriptions below of the live conferences and online courses to which you may transfer your original ACE 2020 Boston registration. Then, click the "Transfer Registration" button to inform us of your choice. 

Conferences:

Behavioral Advisor Forum Livestream + On-Demand | September 10, 2020

Now more than ever, advisors are turning to experts in the field of behavioral finance to help navigate beyond the post-pandemic landscape. That’s why you won’t want to miss the 2nd annual Behavioral Advisor Forum, powered by faculty from UC Berkeley Haas School of Business. It’s the premier educational conference that combines behavioral science and finance. Engineered by the latest research, top academics and the best practitioners in the field – we bring together the most sought-after leading experts to help you find solutions for the most complex problems of today more holistically. 

Attend via livestream and experience all you've come to expect from the Investments & Wealth Institute's live events, Ivy-League-quality education with practical application, premier content and CE, and relevant and timely subject matter.

Additional Conference Details

Wealth Advisor Forum Livestream + On-Demand | October 19-20, 2020

Private wealth clients have unique needs, and advisors with advanced expertise and knowledge can add significant value for these clients by addressing those needs competently. The Wealth Advisor Forum Livestream + On-Demand is designed to provide insight, effective strategies, and real-world tools to help financial professionals distinguish themselves among those that serve high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients. 

Attend via livestream and experience all you've come to expect from the Investments & Wealth Institute's live events, Ivy-League-quality education with practical application, premier content and CE, and relevant and timely subject matter.


Additional Conference Details

Retirement Management Forum Livestream + On-Demand | December 7-8, 2020

Clients of all ages are looking for expertise in retirement planning, especially when it comes to holistic, multidisciplinary planning for an entire household. As clients shift from an accumulation of assets to decumulation, their needs and mindset change significantly. An advisor can add more value by improving communication, trust, and investment outcomes. Whether you’re part of the Institute’s Retirement Management Advisor® (RMA®) program, or simply looking for a better way to support your retirement clients, this is the conference for you. Join our Women in Wealth event (1.5 CE) on December 7, and the main conference on December 8 (11 CE) and gain practical tools and techniques to use in your practice.

Attend via livestream and experience all you've come to expect from the Investments & Wealth Institute's live events, Ivy-League-quality education with practical application, premier content and CE, and relevant and timely subject matter.

Additional Conference Details

ACE 2021 Seattle | April 25-28, 2021 | Seattle/Washington State Convention Center, Seattle, WA, USA

Come together at the epicenter of change. Join 1500+ advisors at our 3.5 day flagship event to learn from industry visionaries, Ivy League academics, and noted authors.

  • Gain market insights, landscape, and beyond
  • Evolve your current level of value and service model for future generations
  • Obtain new skills and techniques for today's investor challenges
  • Build new networks that lead to business transformations

Additional Conference Details To Come

Online Courses:

Applied Behavioral Finance Online Course

In the investing world, not acting on emotion is paramount. The self-paced, online course Applied Behavioral Finance gives advisors the tools to understand and properly navigate their clients' roller coaster of emotions and unspoken biases toward investing, as well as their own. Learn from notable experts at leading business schools, including Dan Ariely, PhD, Andrew W. Lo, PhD, and Tobias Moskowitz, PhD, and more.

Additional Course Details

Endowments & Foundations Consulting Online Course

Learn advanced methods for institutional investment consulting for endowments and foundations clients. Industry expert Scott Thayer, CIMA®, shares his 35 years of experience on the unique dynamics of advising non-profit clients, key principles of successful consulting and investment management, and best practices for maintaining rewarding relationships.

Additional Course Details

Private Wealth Essentials Online Course

Introduce yourself to the essentials of working with private wealth clients. This self-paced course focuses on the specific needs of high-net-worth (HNW) clients in five core areas:

  • Tax strategies and planning
  • Portfolio management
  • Asset protection and risk management
  • Charitable giving
  • Estate planning

Each of these areas is examined in conjunction with the needs of HNW clients fitting three different profiles: executives, closely-held business owners, and retirement.

Additional Course Details

Retirement Management Advisor (Level 1) Online Course

Become a master of the retirement planning advisory process. The Retirement Management Advisor, Level 1 online course provides practical tools, techniques, and methodologies that help you build custom retirement income plans that mitigate clients' risks and satisfy their retirement needs. The online course can stand alone, or you can choose to use it as a single step in the pursuit to obtaining the Retirement Management Advisor (RMA) credential.

Additional Course Details


Transfer Registration

NOTE: You will be asked to provide your Institute ID during this step. To locate your ID: 1) Log in to the Investments & Wealth Institute website, 2) Click "Dashboard" in the upper right corner, and 3) locate your ID in the "My Info" box on the right side of the page.

Step 2: A staff member will process your transfer request within 14 business days. 

Step 3: At the time the transfer is processed you will receive a confirmation email with details regarding your new conference selection, or with instructions for immediately accessing your online course selection. Please email conferences@i-w.org if you do not receive confirmation within 14 business days.

Step 4: You will automatically receive an email with instructions for accessing ACE Unplugged when it becomes available, anticipated release late spring 2020.


To Request a Refund

Though we appreciate your continued support, full refunds are also available. Please click here to submit your refund request. Refunds are processed within 14 business days. NOTE: You will be asked to provide your Institute ID during this step. To locate your ID: 1) Log in to the Investments & Wealth Institute website, 2) Click "Dashboard" in the upper right corner, and 3) locate your ID in the "My Info" box on the right side of the page.