Ideas to Get Your Conference Attendance Approved


Show the Value

The Investments & Wealth Forum - Ft. Lauderdale is a 2-day event in Ft. Lauderdale, FL offering premier, audit-proof CE. At this event, attendees will learn recommended wealth management strategies for retirement clients that are actionable, repeatable, and defensible.


Expand Your Network & Skills

Investments & Wealth Forum - Ft. Lauderdale will combine 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. Expanding your network and learning from real success stories, industry leaders, and academics means you will save time and money trying to figure out what works, adding immediate value to your team and clients. 


Play to the Team

If you attend with a team of three or more, each of you gets 10% off the cost of registration⁠—that's almost $100 off each registrant. With more than 10 sessions, including general, master class-style, and Q&A, there is plenty of opportunities to divide and conquer. Plus, with access to speaker recordings and presentations*, there's always the opportunity to regroup and explore/review what you may have missed.  


*Shared presentations are at the sole discretion of the speakers.

This Year is Different

The world has changed dramatically in the last 22 months. After over a year of lock-down and constantly pivoting priorities, it's time to refresh and reinvigorate. Learn about the future of wealth and retirement management, what ideas will influence its evolution, and what types of products will flourish over the next 5-10 years.


Can't Travel - No Problem! 

We've redesigned the conference experience to improve access and reduce expenses. Join us in person, in Ft. Lauderdale, or join us on-demand from the comfort of your home or office on your own schedule. 


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