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*Signature and Elite Members: your discounted rates will be displayed in your cart.
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Cancellation/Transfer Policy

BOOK WITH CONFIDENCE – Our Protection Promise to You!
To provide you assurances with your plans to attend future in-person Institute events, we have made several arrangements to give you peace of mind. In the event you must cancel, there are several ways we may accommodate you.
If you cancel by September 7, 2021, you may choose one of the following options:

  • Attend the on-demand program for the same amount of CE credits.

  • Transfer your registration to another IWI event. 
  • ​Receive a full refund (less a processing fee).

If you cancel after September 7, 2021, you may still earn all CE credits with the following options:

  • Attend the on-demand program for the same amount of CE credits (available through September 30, 2021).

  • Have access to the content through our online learning center (available October 1, 2021 through March 31, 2022).

Cancellations for conference registration must be received in writing. Please send cancellation requests to conferences@i-w.org. The registration fee, less a $50 cancellation/transfer fee, will be refunded for requests received through September 7, 2021. There are no refunds for no-shows. You will receive an email from the Institute conference team confirming the receipt of your request; if you do not receive an email with this confirmation within 24 business hours of your request to cancel, please call us at 303-770-3377.

Access to Content for In-Person or On-Demand Attendees

September 13, 2021: The conference platform opens with access to attendees, exhibitor information, and much more. EdTalk sessions will be available for attendees to view for CE credit.

September 13-14, 2021, In-Person:  Wealth Advisor Forum held in person at the Swissotel in Chicago.

September 20-30, 2021, On-Demand:  All sessions held in person, Sept. 13 -14, will be recorded and available on the conference platform for on-demand viewing. On-Demand sessions are worth full CE credits and available to all in-person and on-demand attendees.

October 1-March 31, 2022:  All sessions will be available in your “my online learning center” through your IWI member dashboard.