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2018 Annual Conference Experience On-Demand

2018 Annual Conference Experience On-Demand

Experience the breadth and depth of the Investments & Wealth Institute conferences anytime, anywhere. These highly-rated sessions from the 2018 Annual Conference Experience in Nashville, TN cover timely topics that can contribute to your clients' financial success and that provide insights for improving your practice management.

Included Sessions

Session Title Speaker CE Credit

Innovating Our Way Out: How Public and Private Innovation are Changing the Landscape of the World Economy

Pippa Malmgren

1 hour
The New Neuroscience of Doubling Production: The Latest Insights, Tools, Tech and Tactics Robert Cooper 1 hour
How the New 2017 Tax Law Will Impact Wealth Advisors Steve Siegel 1.5 hours
Challenging Conventional Wisdom on Retirement Risk with Adaptive Distribution Theory Jim Sandidge 1 hour
Attracting the Next Generation of Clients Alexandra Douwes 1.5 hours
Cybercurrencies as an Investible Asset Class Ron Galloway 1 hour
Intentionally Engaging: Achieving Sky-High Client Engagement Glenn Kurlander 1 hour

Registration & Fees (USD)

  • $495 Member
  • $695 Join & Learn


Continuing Education

Learners must watch each session in its entirety to receive continuing education (CE) credit. Credit is awarded one-time, upon successful completion of the full program. The following entities have accepted it for CE credit:

Investments & Wealth Institute®

  • 8 hours of CE credit for CIMA®, CPWA®, and RMA® certifications 
  • Automatically uploaded upon completion of the full program (may take up to 24 hours to be reflected)


This program is available for viewing online through June 30, 2019, regardless of the date purchased.

Access Instructions

Upon successful registration, learners will receive two emails: one including a transactional receipt and a second including navigation instructions for accessing the content. Access instructions are also below:

  1. Log in to the Investments & Wealth Institute website, and click "Dashboard" in the upper right corner.
  2. From the Dashboard, click the "My Online Learning Center" link in the left navigation.
  3. Once re-directed to the Online Learning Center platform, your content is located under the heading My Courses on the main page. Alternatively, you can find it in the My Learning tab across the top navigation.

Please monitor your inbox and spam folders for these communications or contact the education department at education@i-w.org for assistance.