2019 Wealth Advisor Forum

The Wealth Advisor Forum is designed to provide insight, effective strategies, and real-world tools to help financial professionals distinguish themselves among those who 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 20, 2019
Price After September 20, 2019

Join & Go

Early Bird Price by September 20, 2019
Price After September 20, 2019


Early Bird Price by September 20, 2019
Price After September 20, 2019

Register Today

hardcopy Registration
  1. Both the registration form and payment must be received by September 20, 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.
Team Registration
New benefit! If you have a team of three or more, you are eligible for 10% off of early-bird member pricing on each registration. In order to take advantage of this discount, you must register three members at the same time. Here's how:
  1. Determine an account manager (can be a member of the team or another party).
  2. Determine participants in your team and gather IWI member identification numbers for each. If a participant does not have a IWI member number, you may create one for them.
  3. Click the Team Registration link below and follow the instructions. Note that you can not go back on any portion of the process or it will require you to start over.

5. Contact conferences@i-w.org for assistance with this process.

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.