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2020 Retirement Management Forum

The industry’s premier educational conference for retirement management. Gather with 300+ advisors at this 2-day conference to learn holistic retirement planning strategies from leading fi nancial, wellness and healthcare experts.

Investments & Wealth Institute® Premier CE

CIMA®, CPWA®, RMA certifications: This program will be submitted for review.

Investments & Wealth Institute offers premier-quality education at a discounted rate to members. A benefit to choosing I-W Premier Quality CE is that all in-person and online programs are guaranteed to be accepted for CE credit, and credit is automatically uploaded to your certificant record on your behalf. CE credit earned at in-person events will be reflected in your account no later than 2 weeks after the event. Please note RMA holders will need to attest to CE hours when they renew their RMA.

12.5 CE hours (pending)

CFP Board

CFP® certification: Investments & Wealth Institute is a CFP Board CE Quality Partner. This program will be submitted to the CFP Board for review. The Institute will upload your session attendance on your behalf to the CFP Board within two weeks after the event. The CFP ID field on your Institute account must be complete and accurate for this process to take place. To verify: log in to your dashboard account and click “update my demographic information” on the right-hand side to locate the CFP ID field.

National Association of State Boards of Accountancy (NASBA)

CPA license: The Institute is a member of the National Registry of CPE Sponsors (ID 106054). Individuals are responsible for submitting the necessary supporting documentation and/or fees to their state boards. Upon request, the Institute will provide a certificate of attendance after the conference to support your self-submission. Email conferences@i-w.org and indicate that you need the certificate of attendance for CPA CPE documentation. State boards of accountancy have final authority about the acceptance of individual sessions.

Other Certifications/Licenses

Upon request, the Institute will provide a certificate of attendance after the conference for you to report CE credit hours to certifying bodies and licensing boards not listed above (e.g., state insurance departments, bar associations, etc.).
* Program is subject to change which may affect the type and total number of hours delivered.

The topics addressed in this conference are designed for experienced investment and wealth advisors. While the Investments & Wealth Institute does not explicitly require prerequisite education or experience to attend, attendees who wish to maximize the value of each session should consider participating in the CIMA, CPWA, or RMA certification programs.

Thank You to Our Participating Partners

Conference Sponsor