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

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.

One great conference, two ways to join: In-Person or On-Demand

In-Person Registration Rate




*Signature and Elite Members: Your discounted rates will be displayed in your cart. Not a member? Click here to learn about membership and discounted conference rates.


On-Demand Registration Rate


Session Available Feb. 4


*Signature and Elite Members: Your discounted rates will be displayed in your cart. Not a member? Click here to learn about membership and discounted conference rates.


Featured Speakers

More speakers coming soon!


Note: Speakers are subject to change.

Event Schedule

All sessions taking place in person will be recorded and all conference recordings will be available for you to view on the platform on February 4, 2022. 

  • Pre-Con In-Person

    Sunday, January 30, 2022

  • Day 1 In-Person

    Monday, January 31, 2022

  • Day 2 In-Person

    Tuesday, February 1, 2022

  • Additional Sessions for CE

    Begins Friday, February 4, 2022


  • On-Demand

    Begins Friday, February 4, 2022


Thank you to our Partners and Sponsors


Platinum Partners

                             2021+ GQG Partners Logo_black                   PIMCO_logo       


Gold Sponsor

Raymond James_White background_2021


Conference Sponsors

Equitable_logo_stack_solid_fill_rgb_(002)       FAR Logo_Horizontal - Color - RGB      Thrivent Advisor Network_rgb_color_pos-wTAN


Bronze Partners

American Century Logo 08122015-1   charles_schwab



chapter_logo_2color          feex-logo_trans      Gray Harbor Capital Logo

Pru_RGB-1         2015Walton_Logo_CMYK_Lrg_NA (002)


E-mail address

Contact us

+1 303-770-3377

Top Conference

for Exceptional Advisors