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.

Institute Members

Early Bird Price by September 3, 2019
$795
Price After September 3, 2019
$895

Join & Go

Early Bird Price by September 3, 2019
$995
Price After September 3, 2019
$1,095

Non-member

Early Bird Price by September 3, 2019
$1,245
Price After September 3, 2019
$1,345

Register Today

hardcopy Registration
 
  1. Both the registration form and payment must be received by September 3, 2019 to be eligible for the early bird rate.
  2. Join & Go Special Offer – Renewals and reactivations are not eligible. Conditions apply. Subject to change without notice. Membership is nontransferable and dues are nonrefundable.
Cancellation/Transfer Policy
Requests to cancel or transfer a conference registration must be received in writing at conferences@i-w.org. The registration fee less a $50 cancellation/transfer fee will be refunded for requests received by September 27, 2019. A 30-percent cancellation fee will be applied for cancellations received between September 28 and October 14, 2019. The Investments & Wealth Institute is unable to provide refunds or transfer registration fees to another event after October 14, 2019. You will receive an email from the Institute conference team confirming receipt of your request; if you do not receive an email with this confirmation within 24 business hours, please call 303-770-3377.