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:
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:
"Content is its usual superb…But the tech angle is really well done. The technology and auto-CE reporting are all exceptional."
"As usual, I was impressed by the quality of the speakers and the content was relevant and timely."
"Great conference with a lot of practical actionable ideas."
"The On-Demand feature is extremely useful. I hope IWI continues with this for future conferences!"
"IWI consistently delivers great content. Thanks for all your hard work to make these events productive and informative."
*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.
All sessions that took place in person were recorded and are available for you to view.
Continuing Education (CE) | Session | Speaker(s) |
---|---|---|
1 CE |
General Session #1 |
|
1 Ethics CE |
General Session #2 |
|
1 CE |
Masterclass #1 |
|
1 CE |
Masterclass #2 |
Devin Ekberg, CFA®, CPWA®, CIMA®, |
1 CE |
Masterclass #3 |
|
1 CE | Masterclass #4 |
|
1 CE |
Masterclass #5 |
|
1 CE |
Masterclass #6 |
|
1 CE |
General Session #3 |
|
1 CE |
General Session #5 |
|
1 Tax & Regulation CE |
General Session #6 |
|
1 CE |
General Session #7 |
Time (EST) | Session | Speaker(s) |
---|---|---|
7:00 a.m. - |
Registration/Information Desk Open |
|
7:00 - |
Breakfast with Sponsors and Exhibitors |
|
8:00 - |
General Session #5 (1 CE) |
|
9:00 - |
Break with Sponsors and Exhibitors |
|
9:30 - |
General Session #6 (1 Tax & Regulation CE) |
|
10:30 - |
Closing Remarks |
|
10:40 - |
General Session #7 (1 CE) |
|
Continuing Education (CE) | Session | Speaker(s) |
---|---|---|
0.5 CE |
EdTalk #1 |
|
0.5 CE |
EdTalk #2 |
|
0.5 CE |
EdTalk #3 |
|
1 CE |
On-Demand #1 |
|
1 CE |
General Session #4 |
Time (EST) | Session | Speaker(s) |
---|---|---|
12:30 - |
Registration/Information Desk Open |
|
2:00 - |
Pre-Conference Workshop (2 CE) |
Devin Ekberg, CFA®, CPWA®, CIMA®, |
E-mail address
Contact us
Top Conference