Members: You will be directed to log in to your IWI account to register. Non-members: You’ll need to create an account to register, and basic membership will be included with your registration.
Experience 2025
March 30 - April 2
JW Marriott Austin, TX
Secure your place at the year’s most transformative event for wealth and investment managers. Experience unrivaled learning, collaboration, and inspiration—redefine what’s possible for you and your practice.
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Cutting-Edge Content | Real-World Applications
Earn up to 22.5 CE credits, including premier credits for Institute certifications and CFP CE credits (pending approval), while learning the latest skills and strategies to better serve your sophisticated clientele.
Track and topic highlights:
Investment Management: Incorporating alternative investments in portfolios, the latest trends in private markets, fixed income solutions, portfolio management for HNW clients, and more. Perfect for CIMA® designees seeking the latest insights.
Wealth Management: Tax management tactics ahead of TCJA sunset, advanced estate planning and charitable planning strategies, generational wealth transfer strategies, and more. Ideal for CPWA® designees seeking the most current wealth management strategies.
Retirement Management: Retirement income planning, building efficient retirement portfolios, advanced IRA/RMD planning, elder care planning, and more. Tailored for RMA® designees looking to stay ahead in their field.
Practice Management: Embracing AI, succession planning, improving operational efficiencies, HNW client acquisition, and more.
Experience Collaboration, Inspiration and Rejuvenation
Engage with 600+ top wealth and investment managers—from RIAs, independents, and wirehouses—who share your passion for delivering exceptional service to HNW clients. Connect with industry leaders, absorb insights from renowned thought leaders, and collaborate with peers, bringing innovative perspectives back to your practice. Walk away inspired, refreshed, and ready to elevate your business.
"A very practical conference with great, useful, well-researched content, and seasoned, interesting speakers."
CPWA Member
A World-Class Lineup of Thought Leaders
Learn from the brightest minds in wealth and investment management, including leading advisors, seasoned industry experts, and innovative thought leaders—all sharing actionable insights to help you stand out, gain a competitive edge, and elevate your practice.
Keynote Speakers
Peer-Learning and Networking Tailored to You
New this year: in addition to over 40 sessions to choose from, we invite you to experience Braindates—a collaborative, self-directed peer-learning and networking opportunity. Choose the topics that matter most to you and engage in 1:1 or small group conversations to share insights and learn how your peers are tackling challenges. Connect with speakers, members, CIMAs, CPWAs, RMAs, or anyone you’d like! Everyone brings valuable knowledge to the table—together, we grow and innovate.
Agenda Overview
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 - 2:30 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 - 5:30 pm: Programming
Wednesday, April 2, 2025
7:00 am - 8:00 am: Breakfast
8:00 am - 11:30 am: Programming
Energize Your Team
Team discounts are available! Accelerate your firm’s success by immersing your team in the best practices and strategies to serve high-net-worth clients, together. Empower your team to implement what they’ve learned, improve client satisfaction, and increase your firm’s growth potential.