Investment & Wealth Forum Spring 2022: Addressing New Challenges in Retirement & Wealth Management

Posted by Allison Edmondson, Director of Communications

Jan 3, 2022 3:00:00 PM

Denver, CO  —  January 3, 2022  — The Investments & Wealth Institute (IWI), the premier professional association, education provider, and standards body for financial advisors, today announced details for their first 2022 in-person conference, the Investments & Wealth Forum, to be held Jan. 31-Feb. 1, in Fort Lauderdale. It will also be available on-demand beginning Feb. 4. Journalists are invited to request a press pass. Financial professionals are invited to register now.
“The retirement planning and wealth management professions have evolved and grown considerably in recent years,” said IWI CEO Sean Walters, CAE®. “There is now an incredible need to unite and connect key players in the wealth management ecosystem to solve unique challenges. Clients are demanding more sophisticated wealth management, beyond financial planning – to optimize their retirement lives, not just their wealth. The 2022 Investments & Wealth Forum will provide trustworthy solutions for new retirement challenges.”

Retirement management is in flux, arguably more than it has been in a long time. Clients are living longer, have more goals in retirement, have more sophisticated portfolios and assets, and simply demand more. At the same time, retirement planning has never had so many challenges and uncertainties – such as low yields, a global health pandemic, inflation, market uncertainties, and much more.

With so much change, advisors are looking for insights into the future of wealth and retirement management and the ideas that will influence its evolution. This conference, a fusion of Ivy League thought-leadership and research with practical application, will provide wealth management and retirement advisors the ability to add significant value to clients by finding solutions for:

  • Retirement security despite of a global crisis

  • Optimizing retirement taxation amid new legislative proposals

  • Providing reliable retirement income in a low yield environment

  • Transferring wealth effectively and tax-efficiently to heirs

  • Managing family wealth dynamics

  • Navigating sudden transitions such as leaving the workforce, health problems, or death of a loved one

  • Funding a longer retirement horizon due to increased longevity

 Investment advisors, managers, analysts, consultants or other wealth management professionals; CIMA®/CPWA®/RMA® and/or CFP® certificants or candidates; or any type of financial services provider, will find the conference educational, as well as actionable. Attendees will come away with enhanced skills and the ability to:

  • Recommend wealth management strategies for retirement clients that are actionable, repeatable, and defensible

  • Reevaluate traditional wealth and retirement opinions, wisdom, and processes

  • Identify the range of options available for retirement income and risk management

  • Educate taxable investors on the implications of proposed tax legislation

  • Develop a decision-making framework for claiming Social Security and Medicare benefits

  • Learn better methods of delivering wealth retirement advice

  • Discover opportunities to engage clients beyond wealth management, providing value for their health, wellness, and purpose

  • Meet and connect with 200+ senior wealth management and retirement advisors


WHAT:          Investments & Wealth Forum:  Trustworthy Solutions for New Retirement Challenges
WHEN:          January 31 – February 1, 2022
WHERE:       The Diplomat Beach Resort, Hollywood (Fort Lauderdale), Florida  
CE:                 13 credit hours
FEE:               $995 ($895 special rate through Jan. 5), $795 on demand registration
Journalists are invited to request a press pass to any and all of the above (please contact one of the media contacts listed on this release).
A virtual press conference will be announced in Q1 2022. Facilitated by Marie Swift of Impact Communications, media questions posed in advance or during the conference will be addressed by IWI members and executives. The focus of the press conference will be challenges financial advisors will be facing in 2022.


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