Experience 2024

April 7-10, Las Vegas

Happening Now

The year's premier event for wealth advisors and thought leaders from across the investment industry.

The event connects advisors focused on expanding their knowledge, businesses, and network with wealth management's most successful, insightful, and engaging thought leaders.

Join us as we:

  • Analyze industry challenges and market opportunities

  • Discuss what's next for the wealth planning industry, and what advisors need to do now

  • Deliver the tools and skills needed to better serve sophisticated, affluent clients

Over 3 1/2 days more than 1,000 industry leaders and advisors will gather in Las Vegas - a city known for never standing still.

Attendees earn up to 21 premier CE credits while gaining the strategic vision and practical skills essential to enhancing client satisfaction, differentiating their business, and delivering better investment outcomes.


Wealth and investment managers in attendance


Average AUM of attendee


Wealth and investment education sessions


Industry-leading speakers

Keynote Speakers

Danielle DiMartino Booth

CEO and Chief Strategist, QI Research

Ian Bremmer

President & Founder, Eurasia Group & GZERO Media

Betsy Myers

Senior Advisor, Warren Bennis Leadership Institute at the University of Cincinnati

Michael Sandel

Political Philosopher, Professor of Government, Harvard University

David Wu

Head of AI & Knowledge Management, Morgan Stanley Wealth Management

Conference Tracks & Session Types

Tax Planning and Wealth Preservation

Acquire the tax planning expertise essential to meeting - and exceeding - your clients' tax needs and helping them keep more of what they earn. Stay up to date on the latest regulatory changes to expertly and prudently navigate the intricacies of today's (and tomorrow's) tax regulations.

Public and Private Markets

Analyze the opportunities and drawbacks of alternative investments in today's market environment - from venture capital to private credit, from crypto to real estate. Gain valuable insights on portfolio construction and balancing long term income and growth drivers with tactical opportunities.

Legacy and Intergenerational Wealth Planning

These sessions will give you the tools and skills to retain the next generation of clients while creating a lasting financial legacy for their families. Assess the optimal strategies for preserving and growing family wealth based on each client's unique circumstances and goals and the impact of legal and regulatory factors. Learn how to integrate disciplined planning with support of successive generations' values, and aspirations.

Client and Practice Management

From cultivating client relationships to enhancing client satisfaction and attracting and retaining talent, these sessions focus on the best practices of high-performing firms. Learn how to integrate the human elements of success with operational efficiency and process cost effectiveness.

General Sessions and Keynotes

Secure a prime spot to gain insights from internationally recognized speakers, luminaries, and industry experts. Our general sessions and keynotes delve into topics impacting every conference attendee, ranging from global and national.


For in-depth exploration beyond a mere 60 minutes, join our interactive workshops—whether pre-conference or covering subjects like Ultra High Net Worth (UHNW) and family office dynamics, institutional consulting strategies, and ethical considerations.

Planning in Practice

Harnessing our collective expertise, our "Planning in Practice" sessions are dynamic problem-solving forums. Engage with peers, exchange ideas, and collaboratively tackle client scenarios in these interactive sessions.


Experience Ed (Education) Talks—concise, impactful presentations designed to deliver actionable insights directly applicable to your practice.

Opening Night Event

April 7, 2024 - 6:00 pm - 9:00 pm

Step into the future at the Sphere – a marvel of architecture that will leave you awestruck! Capture the moment outside this jaw-dropping structure, and then venture inside for a futuristic journey with cutting-edge 22nd-century technologies. Immerse yourself in a spellbinding multi-sensory film on the world's largest hi-def screen. Get ready to be amazed, inspired, and surrounded by the extraordinary at the Sphere – where the future comes to life! Includes heavy appetizers and drinks.

"A very practical conference with great, useful, well-researched content, and seasoned, interesting speakers."

CPWA Member