Investments & Wealth Forum 

Fort Lauderdale, FL

Trustworthy Solutions for New Retirement Challenges

Available to Purchase On-Demand


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
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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
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"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.

On-Demand 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 Available Sessions

All sessions that took place in person were recorded and are available for you to view. 

  • In-Person Recorded Sessions

  • Additional Sessions for CE

Thank you to our Partners and Sponsors


Platinum Partners

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Gold Sponsor

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Conference Sponsors

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Bronze Partners

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E-mail address

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+1 303-770-3377

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