Wealth Advisor Forum
Livestream + On-Demand

October 19-20, 2020

15 CE Hours and 14 Speakers

REGISTER FOR LIVESTREAM + ON-DEMAND

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 Livestream + On-Demand 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. 

Attend via livestream and experience all you've come to expect from the Investments & Wealth Institute's live events, Ivy-League-quality education with practical application, premier content and CE, and relevant and timely subject matter.

Event Highlights

Join investment advisors, wealth advisors, financial planners, institutions, academics and more, virtually, at the world’s premier wealth advisor forum. The livestream + on-demand 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. 

15 Premier Institute CE Available.*

*Up to 15 CE hours available, including:

  • 8 CE Livestreamed,
  • 4 CE On-demand,
  • 2 CE for Women in Wealth Event, 
  • 1 CE for Ed Talks

(CFP CE pending)

 

 

 

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
 

 

 

Institute Members

$595.00 

REGISTER FOR LIVESTREAM + ON-DEMAND

Join & Learn

$795.00 

REGISTER FOR LIVESTREAM + ON-DEMAND

Nonmembers

$795.00 

REGISTER FOR LIVESTREAM + ON-DEMAND

Event Schedule

Click to here to review last year's full schedule

*All times noted in Eastern Standard Time

  • Day 1

    Monday
    October 19, 2020

  • Day 2

    Tuesday
    October 20, 2020

  • On-Demand

    Coming Soon
    4 hours of On-Demand CE

Thank You to Our Partners and Exhibitors:

Platinum Partners: 

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Gold Partners: 

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Conference Sponsors: 


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Bronze Partners: 

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Exhibitors: 

BNY Investment Management                             Carson Group                                        NAPFA                             

Vanguard 

E-mail address

conference@i-w.org

Contact us

+1 303-770-3377

Top Conference

for Exceptional Advisors