Experience 2025

March 30 - April 2

Austin, TX - JW Marriott

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600+

Wealth and investment managers in attendance

$364M

Average AUM of attendee

40+

Wealth and investment education sessions

60+

Industry-leading speakers

About

Experience is the Investments & Wealth Institute's premier annual event, designed for wealth and investment managers and their teams from across the financial advice industry. This event connects advisors focused on expanding their knowledge, businesses, and networks with the industry's most successful, insightful, and engaging thought leaders, industry experts, and elite advisors. The programming extends many concepts from the Institute's certification curriculum and covers the hottest topics in the industry.

Schedule

Our programming is selected and reviewed by your peers. We’re working closely with our planning committee to finalize the lineup, and details will be available soon! Below is a high-level overview of the event schedule:

Sunday, March 30, 2025

9:00 am - 3:00 pm: GFP CONNECT 2025 is an opportunity to connect with and learn from leading international and cross-border practitioners that do financial, tax and estate planning. Hosted by the Global Financial Planning Institute; additional fee to attend.

3:00 pm - 5:30 pm: Pre-conference Workshops included with registration

6:00 pm - 8:00 pm: Opening reception

Monday, March 31, 2025

7:00 am - 8:00 am: Breakfast

8:00 am - 11:45 am: Programming

11:45 am - 1:10 pm: Lunch and Women in Wealth Luncheon

1:10 pm - 5:30 pm: Programming

5:30 pm - 6:30 pm: Reception

Tuesday, April 1, 2025

7:00 am - 8:00 am: Breakfast

8:00 am - 11:45 am: Programming

11:40 am - 12:55 pm: Lunch

12:55 pm - 5:00 pm: Programming

5:00 pm - 6:00 pm: Reception

Wednesday, April 2, 2025

7:00 am - 8:00 am: Breakfast

8:00 am - 11:30 am: Programming

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

CPWA Member