Experience 2025
On-Demand

Available Until April 22, 2026

Experience the best of Experience 2025 content in this bundle, covering the most pressing issues in wealth management, investment strategies, retirement planning, and practice management.

Purchase Now→

The Best-Of Experience 2025, On Your Schedule

Experience the best of Experience 2025 content in this bundle. Timely topics and industry-leading speakers giving you the knowledge you need to service your clients best.

Gain insights into income tax and estate planning strategies amid impending tax law changes. Explore Bitcoin's role in portfolios, advising on sizing, rebalancing, and implementation. Equip yourself with tools for property sale gain deferral and discover investment strategies for family wealth preservation. Delve into direct indexing mechanics, tax optimization, interest rate scenarios, cognitive decline indicators, tax strategies for business owners, and private credit market evolution.

Earn 10.5 premier Institute CE credits | 8.5 CFP® CE credits

Pricing Information

Standard Pricing

$795

Registration includes:

  • Access to select sessions, 10.5 IWI CE credits | 8.5 CFP® CE credits

*Non-members receive complimentary IWI membership

Signature Member Registration

25% off | Regular Rate

*Discount applied automatically at checkout

Elite Member Registration

40% off | Regular Rate

*Discount applied automatically at checkout

Purchase Experience 2025 On-Demand→Upgrade Your Membership→

On-Demand Sessions

On-Demand Session

1 CE

Retirement Income Planning: Pick Your Own Adventure

Originally Occurred 2:30 pm - 3:30 pm, Monday, Mar 31, 2025

Presenters:

David Blanchett, PhD, CFA®, CFP®, Managing Director and Head of Retirement Research, PGIM DC Solutions

Oscar Vives, CPA/PFS, CFP®, Executive Financial Planner, Sensible Money

David Armstrong, Director of Editorial Strategy & Operations – Wealth Management Group, Wealthmanagement.com

This session will explore both the academic underpinnings and practitioner perspectives of some of the most important topics in retirement income planning today. This is designed to be a highly interactive session where attendees will select the order of the topics discussed and be encouraged to engage throughout the adventure!

Topics:

1. Longevity Assumptions in a Financial Plan

2. Considerations for Optimal Claiming of Social Security Retirement Benefits

3. Lifetime Income Annuities: Love em and/or Hate em?

4. Success Rates as an Outcomes Metric

5. Investing for Income in Retirement

6. Inflation: An underappreciated threat to retirement security?

Learning Objectives:

  • Evaluate the role of longevity assumptions in financial planning and their impact on retirement income strategies.

  • Assess the key considerations for optimal Social Security claiming strategies, including how timing and tax implications influence overall retirement income.

  • Analyze the advantages and disadvantages of lifetime income annuities, and explore the factors that influence whether they are suitable for certain retirees.

  • Examine success rates as an outcomes metric in retirement planning, and understand how to use them to evaluate the effectiveness of retirement income strategies.

  • Explore investment strategies designed for income generation in retirement, focusing on risk management and the need for stability in later years.

  • Understand the potential impact of inflation on retirement security and develop strategies to mitigate its risks in long-term retirement plans.

Oscar Vives

Executive Financial Planner, Sensible Money

David Blanchett

Managing Director and Head of Retirement Research, PGIM DC Solutions

David Armstrong

Director of Editorial Strategy & Operations – Wealth Management Group, Wealthmanagement.com

On-Demand CE Details

How to Earn Continuing Education (CE) Credits

The “best of” sessions are packaged and placed on-demand. Access expires April 22, 2026. The on-demand sessions will offer 10.5 Institute and 8.5 CFP® CE hours.

  • All sessions watched on demand will be tracked through the IWI Academy.

  • A short quiz is required for all on-demand CE, including Institute CE and CFP CE credit hours.

  • To verify we have your CFP ID: log into your dashboard account and click “update my demographic information” on the right-hand side to locate the CFP ID field.

  • All sessions and quizzes must be completed to obtain 10.5 CE. Partial credit will not be given if only some of the sessions and quizzes are completed.

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

CPWA Member