Wealth Advisor Forum

October 26-27, 2020

Swissôtel Chicago, Chicago, IL

Register for In-Person
REGISTER FOR LIVE STREAMING

About the Event

Private wealth clients have unique needs, and advisors with advanced expertise and knowledge can add significant value for these clients by addressing those needs competently. The Wealth Advisor Forum is designed to provide insight, effective strategies, and real-world tools to help financial professionals distinguish themselves among those that serve high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients. 

Event Highlights

Join investment advisors, wealth advisors, financial planners, institutions, academics and more at the world’s premier wealth advisor forum. The event is a two-day, multi-track conference that gathers the right mix of up-to-date academic, practitioner, and industry expertise that you won’t want to miss. The experience includes discussions, presentations, and networking opportunities, all with the goal of providing elite access to industry leaders and improving financial outcomes.

 

 

 

 

Key Takeaways

        • Advisors can add significant value by aligning their services with the unique needs of HNW clients
          • HNW clients require a more sophisticated approach to investment and wealth management, which can present opportunities for advisors to distinguish themselves
            • Cutting out the noise for clients from the political news cycle is critical for the pursuit of their financial goals
            • Learn how to attract the right type clients so you can grow your business the right way
 

 

 

BOOK YOUR HOTEL

Institute Members

$795.00 

Early Bird pricing ends September 25 

Register for In-Person
REGISTER FOR LIVE STREAMING

Join & Go

$995.00 

Early Bird pricing ends September 25 

Register for In-Person
REGISTER FOR LIVE STREAMING

Nonmembers

$1245.00 

Early Bird pricing ends September 25 

Register for In-Person
REGISTER FOR LIVE STREAMING
  • Day 1

    Sunday
    October 25, 2020

  • Day 2

    Monday
    October 26, 2020

  • Day 3

    Tuesday
    October 27, 2020

Thank You to Our Partners and Exhibitors:

Platinum Partners: 

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Gold Partners: 

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Conference Sponsors: 

Black Creek Group Sponsor Sign


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Bronze Partners: 

American Century Investments                           Cambridge                   Charles Schwab Advisor Services         

Select Sector SPDRs                                  Swan Global Investments

 


Exhibitors: 

BNY Investment Management                             Carson Group                                        NAPFA                             

Vanguard 

E-mail address

conferences@i-w.org

Contact us

+1 303-770-3377

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for Exceptional Advisors