Investments & Wealth Forum

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 Purchase this Conference On-Demand:

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 advisor

"Content is its usual superb…But the tech angle is really well done. The technology and auto-CE reporting are all exceptional."

Nick W.

"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.

"The On-Demand feature is extremely useful. I hope IWI continues with this for future conferences!"

Jack S.

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

Joseph T.

Continuing Education (CE)	Session	Speaker(s)
1 CE	General Session #1 A New Map of Life	Laura Carstensen, PhD
1 Ethics CE	General Session #2 What Business Ethics Is Not	Peter Conti-Brown, PhD, JD
1 CE	Masterclass #1 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
1 CE	Masterclass #2 The Retiring Advisor: Goals-Based “Decumulation” for the Advisory Practice	Devin Ekberg, CFA®, CPWA®, CIMA®, Brian Kyle, and Frank Riccio, CFA, CIMA®
1 CE	Masterclass #3 Monitoring, Evaluating, and Managing a Retirement Income Portfolio	Patrick J. Collins, CFA®, CLU®, PhD
1 CE	Masterclass #4 Shortening the Learning Curve	Carolyn Armitage, CFP®, CIMA®
1 CE	Masterclass #5 Shaping Change: How To Respond When Life Disrupts Your Retirement Plan	Susan Bradley, CFP®, CeFT®
1 CE	Masterclass #6 Diversification Benefits of International Dividends for Retirement	Brian Kersmanc
1 CE	General Session #3 The Science of Emotional Intelligence and Resilience	Emma Seppälä, PhD
1 CE	General Session #5 The Seven Most Important Equations for Retirement	Moshe Milevsky, PhD
1 Tax & Regulation CE	General Session #6 Secure Act, IRA beneficiaries and the New 10-year Rule	Timothy Steffen, CPA/PFS, CFP®, CPWA®
1 CE	General Session #7 Retirement Security in America: Challenges & Opportunities	Jason Fichtner, PhD

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

Continuing Education (CE)	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