placeholder_200x200

Commonly Asked Questions

Wealth Advisor Forum: Livestream + On-Demand 

October 19-20, 2020

 

Is the Wealth Advisor Forum conference cancelled?

No, the Wealth Advisor Forum has not been cancelled, it is moving to a two-day, 100% online format October 19-20, and will include both livestreamed and on-demand sessions.

While there will be no in-person component in Chicago, the Wealth Advisor Forum remains the premier conference focused on wealth management. 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 wealth management. 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 Wealth Advisor 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 Wealth Advisor Forum to a livestream + on-demand format. This decision was made from deep concern for the health and well-being of our registrants, staff, vendors, and the Chicago 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 Wealth Advisor 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) days prior to the event. You will use your credentials to login to the Wealth Advisor Forum, October 19-20, beginning at 11 am ET.

 

I am registered for Wealth Advisor 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 Wealth Advisor 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 (October 12th). 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 Wealth Advisor Forum: Livestream + On-Demand event platform?

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

 

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

As a registrant, you will be provided with custom login credentials and instructions by the Institute five days prior to the event. You will use your credentials to log into the Wealth Advisor Forum platform for the entire conference, on both October 19 and October 20, 2020.

 

You may earn up to 15 continuing education credits (CE) for CIMA®, CPWA®, and RMA® certifications. This program is pending approval for CFP® CE credit. The CE hours are available as follows:

  • 8 CE hours livestreamed
  • 4 CE hours on-demand
  • 2 CE hours for the Women in Wealth discussion
  • 1 CE hour for EdTalks

What is the Wealth Advisor Forum: Livestream + On-Demand?

2020 Wealth Advisor Forum will be a fully online experience occurring on October 19-20, 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 private wealth focused conference.

 

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 wealth management. 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 2 hours of CE.

 

You may earn up to 15 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 Wealth Advisor Forum: Livestream + On-Demand?

Attendees may earn up to 15 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. Evaluation forms are located on the conference platform in the “Evaluations” icon.

 

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 Wealth Advisor 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 days prior to the event.

 

Back to Wealth Advisor Forum

E-mail Our Customer Care Team

customercare@i-w.org>

Contact Our Customer Care Team

+1 303-770-3377