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. 


Behavioral Advisor Forum | September 10-11, 2020 | The Palace Hotel, San Francisco, CA, USA

Join 300+ advisors who share your desire to incorporate the latest research in the field of behavioral finances into their practices. 

  • Explore the driving forces behind financial decisions
  • Apply behavioral science techniques to create better outcomes for your clients
  • Remove emotional friction from family planning dynamics
  • Add value by building thoughtfully prepared portfolios based on neuroscience research

Additional Conference Details

Exceptional Advisor Canada | October 8, 2020 | Omni King Edward Hotel, Toronto, ON, CAN

Interact with 200+ advisors looking for solutions to today's challenges across a breadth of financial industry knowledge areas.

  • Uncover cross-border investment strategies
  • Delve into retirement planning best practices
  • Attain wealth management insights
  • Examine the latest research and trends in behavioral finance

Additional Conference Details

Wealth Advisor Forum | October 26-27, 2020 | Swissôtel Chicago, Chicago, IL, USA

Join 400+ thought leaders to learn wealth management techniques from industry powerhouses and game changers.

  • Construct portfolios to handle the custom, financial needs of high-net-worth clients
  • Identify tax-effective strategies for complex scenarios
  • Optimize investments and protect client assets
  • Learn legacy and estate planning best practices

Additional Conference Details

Retirement Management Forum | December 7-8, 2020 | The Diplomat Beach Resort, Hollywood, FL, USA

Gather with 300+ advisors to learn holistic retirement planning strategies from leading finance, wellness, and healthcare experts.

  • Discover top tips for navigating decumulation
  • Tackle job loss, health issues, inflation, and force retirement solutions
  • Uncover tools to help understand and educate on Social Security, healthcare, and insurance
  • Address the challenges created by aging, policy decision, and the state of retirement preparedness

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 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.