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Frequently Asked Questions

Retirement Management Forum:

Livestream + On-Demand 

December 7-8, 2020

 

Is the Retirement Management Forum conference cancelled?

No, the Retirement Management Forum has not been cancelled, it is moving to a two-day, 100% online format December 7-8, and will include both livestreamed and on-demand sessions.

While there will be no in-person component in Florida, the Retirement Forum remains the premier conference focused on retirement management for advisors. The two-day conference gathers the right mix of up-to-date academic, industry expertise and the best practitioners in the field, covering the latest in the issues facing your retirement clients. In addition to our great speaker lineup, attendees will have access to designated networking opportunities, a virtual exhibit hall, live Q&A with speakers, virtual polling, and the highly anticipated Women in Wealth program.

Why is the Retirement Management Forum conference going 100% online?

The Investments & Wealth Institute has decided in the best interest of the health and safety of our attendees, to move our 2020 Retirement Management Forum to a livestream + on-demand format occurring December 7-8, 2020. You do not need to take any action; you have been seamlessly transferred. This decision was made from deep concern for the health and well-being of our registrants, staff, vendors, and the South Florida community.

Moving to an online format will enable us to provide the premier, Ivy League-quality experience that our attendees and partners expect. In addition to the best practitioners and wealth management academics in the world, attendees will have access to designated networking opportunities, a virtual exhibit hall, live Q&A with speakers, virtual polling, and the highly anticipated Women in Wealth program.

I am registered for Retirement Management Forum, what happens now?

You do no need to take any action, you have been seamlessly transferred.

As a registrant, you will be provided with custom login credentials and instructions by the Institute five (5) business days prior to the event. You will use your credentials to login to the Retirement Management Forum, December 7-8, 2020. The Women in Wealth event (for 1.5 CE) will be held on December 7 with the main conference on December 8 (for 11.5 CE).

I am registered for Retirement Management Forum; how can I cancel my hotel registration?

Hotel reservations made through the Institute’s room block will be automatically cancelled. Attendees will receive a cancellation confirmation email from the hotel directly. If you made your own hotel reservations outside of the conference block, you must cancel directly with the property you selected.

 

What is the cancellation policy for Retirement Management Forum: Livestream + On-Demand?

Cancellation/Transfer Policy—Cancellations for conference registration must be received in writing. Please send cancellation requests to conferences@i-w.org. The registration fee, less a $50 cancellation/transfer fee, will be refunded for requests received one week prior to the conference (December 1, 2020). The Investments & Wealth Institute is unable to provide refunds or transfer registration fees to another event within seven days of the conference. 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.

When will I have access to the Retirement Management Forum: Livestream + On-Demand event platform?

All registrants will be provided with custom login credentials and instructions by the Institute five  business days prior to the event.

 

How do I log in to the Retirement Management Forum: Livestream + On-Demand event platform?

As a registrant, you will be provided with custom login credentials and instructions by the Institute five business days prior to the event. You will use your credentials to log into the Wealth Advisor Forum platform for the entire conference, on both December 7 and December 8, 2020. The Women in Wealth event (for 1.5 CE) will be held on December 7 with the main conference on December 8 (for 11.5 CE).

 

You may earn up to 13 continuing education credits (CE) for CIMA®, CPWA®, and RMA® certifications. 

What is the Retirement Management Forum: Livestream + On-Demand?

2020 Retirement Management Forum will be a fully online experience occurring on December 7-8, 2020 with both livestream and on-demand components. Join hundreds of investment advisors, wealth advisors, financial planners, institutions, academics and more online for the world’s premier retirement management focused conference.

 

The conference gathers the right mix of up-to-date academic, industry expertise and the best practitioners in the field, covering the latest in retirement management and the issues facing your clients. In addition to our great speaker lineup, attendees will have access to designated networking opportunities, a virtual exhibit hall, live Q&A with speakers, virtual polling, and the highly anticipated Women in Wealth program, worth 1.5 hours of CE.

 

You may earn up to 13 continuing education credits (CE) for CIMA®, CPWA®, and RMA® certifications. This program is pending approval for CFP® CE credit. 

How many continuing education (CE) credits could I earn by attending the Retirement Management Forum: Livestream + On-Demand?

Attendees may earn up to 13 continuing education credits for CIMA®, CPWA®, and RMA® certifications. This program is pending approval for CFP® CE credit.

 

A benefit to attending the Institute’s premiere events is that CE credit hours will be automatically reported on your behalf and reflected in your online account approximately two weeks after the event.

 

To earn your CE, log in and watch the livestream + on-demand sessions. You will be required to complete the speaker evaluations for each session you watch to receive CE credit.  Evaluations are located on the platform; simply click the (CE) Continuing Ed button.

 

I am a Sponsor/Partner/Exhibitor, how do I register?

Sponsor, partner, and exhibitor representatives will register with I&WI 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.

 

What are the system requirements for Retirement Management Forum: Livestream + On-Demand?

You will only need an internet connection to join with your login credentials. The recommended browsers are Firefox, Chrome or Safari.

 

The Institute will provide detailed login instructions five business days prior to the event.

 

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