Investments & Wealth Strategy Forum 2023 - New York City

Frequently Asked Questions

We are here to answer your questions and give you all of the information you will need to be prepared for the Investments & Wealth Strategy Forum - New York City. For an overview of the conference and links to details, visit our conference page


Cancellation Policy

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.


If you do not want to attend in person and do not want to transfer your registration to the on-demand conference, you may choose one of the following options:

    • Transfer your registration to another IWI event.

    • Receive a full refund (less a processing fee).

Simply email to change your registration.

Requests to cancel or transfer a conference registration must be received in writing at The registration fee less a $50 cancellation/transfer fee will be refunded for requests received by November 8, 2023. A 30-percent cancellation fee will be applied for cancellations received between November 9 and November 23, 2023. The Investments & Wealth Institute is unable to provide refunds or transfer registration fees to another event after November 23, 2023. However, you will have access to all recorded sessions through December 8, 2024. You will receive an email from the Institute conference team confirming receipt of your request; if you do not receive an email with this confirmation within 24 business hours, please call 303-770-3377.

Sponsors, Partners & Exhibitors

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 or email

Are there any engagement and exhibit opportunities for sponsors and partners?

Yes, there are exhibitor and engagement opportunities with attendees. If you are interested, please reach out to



Access to Event Mobile App/Platform

When will I have access to the Investments & Wealth Strategy Forum event platform? 

Access to the conference platform will be granted on November 27. All in-person registrants will be provided with custom login credentials and instructions by the Institute.

Access to Investments & Wealth Strategy Forum

In-Person Attendees:

November 27, 2023: The conference platform opens for in-person registrants with access to attendees, exhibitor information, and networking profiles. 
November 28-30, 2023: Investments & Wealth Strategy Forum is live in New York City, NY. 
December 8, 2023 - December 8, 2024: Select sessions held in person will be recorded and available in your Online Learning Center on your IWI dashboard for on-demand viewing. Recorded sessions watched for CE will require a short post-session quiz.

On-Demand Attendees:

December 8, 2023: Access opens for on-demand attendees. On-demand sessions are available for all attendees to view for CE credit. 
December 8, 2023 - December 8, 2024: Select sessions held in person are available for on-demand viewing in your Online Learning Center on your IWI dashboard. Evaluations and speaker handouts are included.

Continuing Education (CE)

How many continuing education (CE) credits could I earn by attending Investments & Wealth Strategy Forum?

In-Person: Attendees may earn up to 14 premier, audit-proof continuing education credits (pending approval). Attendees of the Investments & Wealth Strategy Forum will receive complimentary access to the on-demand recordings.

On-Demand: Attendees may earn up to 10 premier, audit-proof continuing education credits (pending approval).

Learn more about CE here.



Still have questions?

If you are still looking for answers to your conference questions, we are here to help. Reach out to us and we'll get back to you as quickly as possible.

E-mail Our Conference Team

Contact Our Conference Team

+1 303-770-3377