12:00–6:00 p.m.
Registration/Information Desk Open
3:00–5:30 p.m.
Pre-Conference Workshops (2 CE Each)
6:00–9:30 p.m.
Opening Reception
The event connects advisors focused on expanding their knowledge, businesses, and network with wealth management's most successful, insightful, and engaging thought leaders. Join us as we:
• Analyze industry challenges and market opportunities
• Discuss what's next for the wealth planning industry, and what advisors need to do now
• Deliver the tools and skills needed to better serve sophisticated, affluent clients
Over 3.5 days starting on April 7th, more than 1,200 industry leaders and advisors - from RIAs to independents and wirehouses - will gather in Las Vegas - a city known for never standing still.
Attendees earn up to 20 premier CE credits while gaining the strategic vision and practical skills essential to enhancing client satisfaction, differentiating their business, and delivering better investment outcomes.
Click here to stay up to date with Experience 2024.
Explore sessions within this track to acquire essential tax planning strategies catering to all your client needs, guaranteeing the preservation of their wealth. Stay informed with the latest regulatory updates and implement client-centric approaches to expertly navigate the intricacies of taxation
Explore this track's sessions for an in-depth analysis of various alternative investments, spanning from crypto and private credit to real estate. Gain valuable insights on their strategic allocation within portfolios for diversified and robust investment strategies.
Sessions within this track will give you the tools to retain the next generation of clients while creating a lasting financial legacy for your current clients. Discover strategies for preserving wealth, and supporting successive generations' goals, values, and aspirations through thoughtful consideration of legal, financial, and personal factors.
This track's sessions will provide expert insights into cultivating client relationships, enhancing client satisfaction, attracting and retaining talent, and optimizing your operations for efficiency and overall performance.
Secure a prime spot to gain insights from internationally recognized speakers, luminaries, and industry experts. Our general sessions and keynotes delve into topicsimpacting every conference attendee, ranging from global and national.
For in-depth exploration beyond a mere 60 minutes, join our interactive workshops—whether pre-conference or covering subjects like Ultra High Net Worth (UHNW) and family office dynamics, institutional consulting strategies, and ethical considerations.
Harnessing our collective expertise, our "Planning in Practice" sessions are dynamic problem-solving forums. Engage with peers, exchange ideas, and collaboratively tackle client scenarios in these interactive sessions.
Experience Ed (Education) Talks—concise, impactful presentations designed to deliver actionable insights directly applicable to your practice.
12:00–6:00 p.m.
Registration/Information Desk Open
3:00–5:30 p.m.
Pre-Conference Workshops (2 CE Each)
6:00–9:30 p.m.
Opening Reception
7:00 a.m.–6:00 p.m.
Registration/Information Desk Open
7:00–8:00 a.m.
Breakfast with Sponsors and Exhibitors
7:20–7:45 a.m.
EdTalk (0.5 CE)
8:00–9:00 a.m.
Opening Keynote (1 CE)
9:00–9:30 a.m.
Break in Exhibit Hall
9:30–10:30 a.m.
Breakout Sessions (1 CE Each)
9:30 a.m.–12:00 p.m.
UHNW & Family Office Workshop (3 CE)
10:30–11:00 a.m.
Break in Exhibit Hall
11:00 a.m.–12:00 p.m.
Breakout Sessions (1 CE Each)
12:00–1:30 p.m.
Lunch with Sponsors and Exhibitors
12:15–12:40 p.m.
EdTalk (0.5 CE)
12:50–1:15 p.m.
EdTalk (0.5 CE)
12:10–1:30 p.m.
Women in Wealth Luncheon and Session (1 CE) (By invitation only)
1:30–2:30 p.m.
Breakout Sessions (1 CE Each)
2:30–3:20 p.m.
Break with Sponsors and Exhibitors
2:45–3:10 p.m.
EdTalk (0.5 CE)
3:20–4:35 p.m.
General Session & Awards Ceremony (1 CE)
Managing Risk in an Unstable World - Ian Bremmer, President & Founder, Eurasia Group & GZERO Media
4:35–6:00 p.m.
Platinum Partner Reception
7:00 a.m.–6:00 p.m.
Registration/Information Desk Open
7:00–8:00 a.m.
Breakfast with Sponsors and Exhibitors
7:20–7:45 a.m.
EdTalk (0.5 CE)
8:00–9:00 a.m.
General Session (1 CE)
9:00–9:30 a.m.
Break in Exhibit Hall
9:30–10:30 a.m.
Breakout Sessions (1 CE Each)
9:30 a.m.–12:00 p.m.
Institutional Consulting Workshop (3 CE)
10:30–11:00 a.m.
Break in Exhibit Hall
11:00 a.m.–12:00 p.m.
Breakout Sessions (1 CE Each)
12:00–1:45 p.m.
Lunch with Sponsors and Exhibitors
12:30–12:55 p.m.
EdTalk (0.5 CE)
1:00–1:25 p.m.
EdTalk (0.5 CE)
1:45–2:45 p.m.
Breakout Sessions (1 CE Each)
2:45–3:20 p.m.
Break with Sponsors and Exhibitors
3:00–3:25 p.m.
EdTalk (0.5 CE)
3:30–4:30 p.m.
General Session (1 CE)
4:30–5:30 p.m.
Reception with Sponsors and Exhibitors
7:30 a.m.–12:00 p.m.
Registration/Information Desk Open
7:00–8:00 a.m.
Breakfast
8:00–9:30 a.m.
Closing Keynote (1 CE)
9:15–11:00 a.m.
Ethics Workshops (2 CE Each)
1,200+ attendees from all business channels. Experience 2024 is the only advisor conference that truly reflects the advice profession it serves. Attendees represent every advisory channel including wirehouses, independent advisors, RIA, and executives that support the industry.
$1,495
$1,295
*Signature and Elite members: your 25% or 40% discount
will be automatically applied at checkout.
Want to save 25% or 40% on your registration?
Upgrade your Institute membership.
Not able to attend in person? Register for On-Demand and receive access to the "best of" sessions from the in-person conference, offering up to 10 CE hours.
|
Attendee Number |
Price |
|
First Attendee |
$1,295.00 |
|
Second Attendee |
$995.00 |
|
Third Attendee |
$995.00 |
|
Fourth Attendee |
$995.00 |
*Lower team pricing supersedes all other registration discounts.
YOUR PURCHASE IS PROTECTED | With our purchase guarantee in place, you can be confident in booking with us.
Cancellation/Transfer Policy
Requests to cancel or transfer a conference registration must be received in writing at conference@i-w.org. The registration fee less a $50 cancellation/transfer fee will be refunded for requests received by March 18, 2024. A 30-percent cancellation fee will be applied for cancellations received between March 19 and April 3, 2024. The Investments & Wealth Institute is unable to provide refunds or transfer registration fees to another event after April 3, 2024. However, you will have access to all recorded sessions through April 17, 2025. You will receive an email from the Institute conference team confirming receipt of your request; if you do not receive an email with this confirmation within 24 business hours, please call 303-770-3377.
"So incredibly relevant and useful and keeps us 'current' on evolution in this constantly deepening field of expertise."
"A very practical conference with great, useful, well-researched content, and seasoned, interesting speakers."
"Nice balance between things to think about for your clients and things to think about for yourself!"
"I will be taking back to my team the research, ideas, thoughts and strategies presented. We will use what I learned here to help our clients plan for retirement."
E-mail address
Contact us
Top Conference
