About the Event

Investments & Wealth Forum – Fort Lauderdale is the return to Florida in a new season, revitalized venue, and renewed commitment to exceptional events. The event is brought to you by the Investments & Wealth Institute, the leading membership association for advanced investment practitioners.

First, we’re taking all the best parts of an industry conference – networking, experiences, and premium-quality CE. Then we’re taking all the best parts of executive education – professors, thought-leadership, and research. The result is a valuable fusion of Ivy league education and practical application, with an entertaining approach.

Trustworthy Solutions for New Retirement Challenges

The retirement planning and wealth management professions have evolved and grown considerably in recent years, and there is now an incredible need to unite and connect key players in the wealth management ecosystem to solve unique challenges. Clients are demanding more sophisticated wealth management beyond financial planning – to optimize their retirement lives, not just their wealth.

Wealth management and retirement advisors can add significant value to clients by finding solutions for:

Retirement security from a global crisis
Optimizing retirement taxation amid new legislative proposals
Providing reliable retirement income in a low yield environment
Transferring wealth effectively and tax-efficiently to heirs
Family wealth dynamics
Navigating sudden transitions such as leaving the workforce, health problems, or death of a loved one.
Funding a longer retirement horizon due to increased longevity

Why You Should Attend This Conference:

Disruption can create great opportunities.

Retirement management is in flux, arguably more than it has been in a long time. Clients are living longer, have more goals in retirement, have more sophisticated portfolios and assets, and simply demand more. At the same time, retirement planning has never had so many challenges and uncertainties – such as low yields, a global health pandemic, inflation, and much more.

In the midst of this change, what can we say about the future of wealth and retirement management? What ideas will influence its evolution? What types of products will flourish over the next 5-10 years?

Learning Objectives:

Recommended wealth management strategies for retirement clients that are actionable, repeatable, and defensible.
Reevaluate traditional wealth and retirement opinions, wisdom, and processes
Identify the range of options available for retirement income and risk management
Educate your taxable investors on the implications of proposed tax legislation
Develop a decision-making framework for claiming Social Security and Medicare benefits
Learn better methods of delivering wealth retirement advice
Discover opportunities to engage clients beyond wealth management, providing value for their health, wellness, and purpose
Meet and connect with 200+ senior wealth management and retirement advisors

Who Should Attend this Conference:

Financial advisors from all channels, including RIAs, aggregators, broker dealers, wirehouses, banks, and trust companies.
Retirement advisors
Financial planners
Investment management professionals
Family office advisors and consultants
Investment analysts
Research analysts
CIMA, CPWA, and RMA certificants
Wealth management professionals
Financial services providers

"I started to bring my team with me to these conferences so we can divide and conquer all the available sessions. They're always a good learning experience and energy."

Stanley R.

"As usual, I was impressed by the quality of the speakers and the content was relevant and timely."

Maria B.

"Great conference with a lot of practical actionable ideas."

Cindy R.

"Overall excellent experience for my first IWI conference, despite being a CPWA for a few years."

Jack S.

"IWI consistently delivers great content. Thanks for all your hard work to make these events productive and informative."

Joseph T.

Time (EST)	Session	Speaker(s)
7:00 a.m. - 6:00 p.m.	Registration/Information Desk Open
7:00 - 8:00 a.m.	Breakfast with Sponsors and Exhibitors
8:00 - 8:10 a.m.	Opening Remarks
8:10 - 9:10 a.m.	General Session #1 (1 CE) A New Map of Life	Laura Carstensen, PhD
9:10 - 9:30 a.m.	Break with Sponsors and Exhibitors
9:30 - 10:30 a.m.	General Session #2 (1 Ethics CE) What Business Ethics Is Not	Peter Conti-Brown, PhD, JD
10:30 - 11:00 a.m.	Break with Sponsors and Exhibitors
11:00 - 11:50 a.m.	Masterclass #1 (1 CE) Rollovers Strategies for Asset Consolidation in Retirement Accounts: Rules, Limitations and Exceptions for IRAs and Other Retirement Accounts	Denise Appleby, CISP, CRC, CRPS, CRSP, APA, MJ
11:00 - 11:50 a.m.	Masterclass #2 (1 CE) The Retiring Advisor: Goals-Based “Decumulation” for the Advisory Practice	Devin Ekberg, CFA®, CPWA®, CIMA®, Brian Kyle, and Frank Riccio, CFA, CIMA®
11:50 a.m. - 1:00 p.m.	Lunch with Sponsors and Exhibitors
1:00 - 1:50 p.m.	Masterclass #3 (1 CE) Monitoring, Evaluating, and Managing a Retirement Income Portfolio	Patrick J. Collins, CFA®, CLU®, PhD
1:00 - 1:50 p.m.	Masterclass #4 (1 CE) Shortening the Learning Curve	Carolyn Armitage, CFP®, CIMA®
2:00 - 2:50 p.m.	Masterclass #5 (1 CE) Shaping Change: How To Respond When Life Disrupts Your Retirement Plan	Susan Bradley, CFP®, CeFT®
2:00 - 2:50 p.m.	Masterclass #6 (1 CE) Diversification Benefits of International Dividends for Retirement	Brian Kersmanc
2:50 - 3:30 p.m.	Break with Sponsors and Exhibitors
3:30 - 4:45 p.m.	General Session #3 (1 CE) The Science of Emotional Intelligence and Resilience	Emma Seppälä, PhD
4:45 - 6:00 p.m.	Reception with Sponosors and Exhibitors

Time (EST)	Session	Speaker(s)
7:00 a.m. - 12:00 p.m.	Registration/Information Desk Open
7:00 - 8:00 a.m.	Breakfast with Sponsors and Exhibitors
8:00 - 9:00 a.m.	General Session #5 (1 CE) The Seven Most Important Equations for Retirement	Moshe Milevsky, PhD
9:00 - 9:30 a.m.	Break with Sponsors and Exhibitors
9:30 - 10:30 a.m.	General Session #6 (1 Tax & Regulation CE) Secure Act, IRA beneficiaries and the New 10-year Rule	Timothy Steffen, CPA/PFS, CFP®, CPWA®
10:30 - 10:40 a.m.	Closing Remarks
10:40 - 11:40 a.m.	General Session #7 (1 CE) Retirement Security in America: Challenges & Opportunities	Jason Fichtner, PhD

CE Value	Session	Speaker(s)
0.5 CE	EdTalk #1 Social Security: Getting the Most Out of Your Benefits Sponsored by Equitable	Laird Johnson, CLU®, ChFC®
0.5 CE	EdTalk #2 Adding Housing Wealth to a Retirement Income Plan	Stephen Resch
0.5 CE	EdTalk #3 Growth Trends for 2022 - Land in the Path of Development for Single Family Homebuilders	Todd Woodhead
1 CE	On-Demand #1 Why So Serious About Retirement Income?	James B. Sandidge
1 CE	General Session #4 The Big Initiatives: ESG & Rollovers	Marcia Wagner, JD

Time (EST)	Session	Speaker(s)
12:30 - 4:30 p.m.	Registration/Information Desk Open
2:00 - 4:00 p.m.	Pre-Conference Workshop (2 CE) Advanced Advisor Education Workshop: Retirement Income Strategies	Devin Ekberg, CFA®, CPWA®, CIMA®, Jennifer Gongola, PhD, John Nersesian, CIMA®, CPWA®, CIS, CFP®, Frank Ricco, CFA, CIMA®, and Avi Sharon, PhD

Investments & Wealth Forum

Fort Lauderdale, FL

Trustworthy Solutions for New Retirement Challenges

January 30 - February 1, 2022 (In-Person Conference)

February 4, 2022 (On-Demand Begins)

About the Event

Schedule

January 30-February 1, 2022

The Diplomat Beach Resort, Hollywood, FL

Rates lowered to $359

Price

Exhibitors/Sponsors

FAQs

17.5 CE Hours

Convince Your Boss

Health & Safety

RMA Capstone

Trustworthy Solutions for New Retirement Challenges

Why You Should Attend This Conference:

In-Person Registration Rate

$995.00

On-Demand Registration Rate

$795.00

Featured Speakers

Denise Appleby CISP, CRC, CRPS, CRSP, APA, MJ

Carolyn Armitage, CFP®, CIMA®

Susan Bradley, CFP® , CeFT®

Laura Carstensen, PhD

Patrick J. Collins, CFA®, CLU®, PhD

Peter Conti-Brown, PhD, JD

Devin Ekberg, CFA®, CPWA®, CIMA®

Jason Fichtner

Jennifer Gongola, PhD

Laird Johnson, CLU®, ChFC®

Brian Kyle

Brian Kersmanc

Moshe Milevsky, PhD

John Nersesian, CIMA®, CPWA®, CIS, CFP®

Stephen Resch

Frank Riccio, CFA, CIMA®

James B. Sandidge

Emma Seppälä, PhD

Avi Sharon, PhD

Tim Steffen, CPA-PFS, CFP®, CPWA®

Marcia Wagner, JD

Todd Woodhead

Event Schedule

Pre-Con In-Person

Day 1 In-Person

Day 2 In-Person

Additional Sessions for CE

On-Demand