Home > Conferences > 2019 > 2019 Wealth Advisor Forum > Satisfaction Guarantee

2019 Wealth Advisor Forum

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. This event features the right mix of up-to-date academic, practitioner, and industry expertise that you won’t want to miss.

Satisfaction Guarantee

Investments & Wealth Institute, formerly IMCA, conferences are the most highly rated educational events in the industry. In fact, four out of five conference attendees say they would recommend an Institute conference over other industry events. We are confident you will agree, or we’ll refund the cost of your conference registration. That’s our guarantee!

All satisfaction-guarantee refunds must be in writing and received within 30 days of the event and no continuing education (CE) credit will be awarded to any attendees requesting a satisfaction-guarantee refund. Registrant must attend to be eligible.