The Investments & Wealth Institute's first priority is keeping you safe. We are working closely with the Marriott Marquis, government and local authorities to stay in accordance with local advice and guidelines. Click here to view our health and safety guidelines.
Is proof of a COVID-19 vaccination required to be shown prior to entry to an Institute event?
Proof of vaccination will not be required and we encourage all participants to follow state and federal guidelines with respect to COVID.
What if I become sick at the conference?
If you become sick on-site, you are requested to remain in your hotel room and contact our team at conferences@i-w.org. We will work in concert with the hotel to direct the participant toward appropriate medical care.
What travel advisories are in place?
For the latest updates on what’s happening on the ground, visit the local state website for travel information.
What is the cancellation policy for Investments & Wealth Forum–New York City?
BOOK WITH CONFIDENCE – Our Protection Promise to You!
To provide you with assurances of your plans to attend future in-person Institute events, we have made several arrangements to give you peace of mind. In the event you must cancel, there are several ways we may accommodate you.
If your preference of attending in person has changed since you first registered, you may change your registration to on-demand.
OR
If you do not want to attend in person and do not want to transfer your registration to an on-demand virtual attendance, you may choose one of the following options:
Simply email conference@i-w.org to change your registration.
Cancellations for conference registration must be received in writing. Please send cancellation requests to conferences@i-w.org. There are no refunds for no-shows. You will receive an email from the Institute conference team confirming the receipt of your request; if you do not receive an email with this confirmation within 24 business hours of your request to cancel, please call us at 303-770-3377.
When will I have access to the Investments & Wealth Forum–New York City event platform?
All in-person registrants will be provided with custom login credentials and instructions by the Institute on Monday, November 28.
How many continuing education (CE) credits could I earn by attending Investments & Wealth Forum–New York City?
In-Person: Attendees may earn up to 28.5 premier, audit-proof continuing education credits (pending approval).
Attendees of the Investments & Wealth Forum - New York City will receive complimentary access to the on-demand recordings.
On-Demand: Attendees may earn up to 22.5 premier, audit-proof continuing education credits (pending approval).
For additional information about CE, click here.
Access to Investments & Wealth Forum–New York City Content
In-person Attendees:
November 28: Conference platform opens for in-person registrants with access to attendees, exhibitor information, and networking profiles.
November 29–December 1: Investments & Wealth Forum–New York City is live, in person.
December 7: All sessions held in person will be recorded and available on the conference platform/”my online learning center” for on-demand viewing.
December 7–June 5: All sessions will be available in your “my online learning center” through your IWI member dashboard.
On-demand Attendees:
December 7: Access opens for on-demand attendees. On-Demand sessions available for all attendees to view for CE credit.
November 29–December 1: Investments & Wealth Forum–New York City is live, in person.
December 7: All sessions held in-person will be recorded and available on the conference platform/”my online learning center” for on-demand viewing.
December 7–June 5: All sessions will be available in your “my online learning center” through your IWI member dashboard.
I am a Sponsor/Partner/Exhibitor, how do I register?
Sponsor, partner and exhibitor representatives will register with IWI staff. Please reach out to your Institute representative for more information.
Are there any engagement and exhibit opportunities for Sponsors and Partners?
Yes, there are exhibitor opportunities and engagement opportunities with attendees.
Support the Investments & Wealth Foundation for the Opportunity to Win Rockettes Tickets!
Donate for the opportunity to win! We're giving away two sets of two tickets to see the ‘Christmas Spectacular Starring The Radio City Rockettes’ at Radio City Music Hall on Friday, December 2 at 7 p.m. For a suggested donation to the Investments & Wealth Foundation of $50, you will be entered for the opportunity to win two tickets to the show. Click here to make your donation and enter.
No purchase necessary to win. For an alternate form of entry, please email foundation@i-w.org.
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