conferences@i-w.org
Frequently Asked Questions
Find answers to FAQs related to Experience 2025. For any additional questions, please reach out to conferences@i-w.org.
February 20, 2025
Promo codes cannot be combined with Elite and Signature member discounts as their discounts offer the lowest price available. Elite members pay $777 (40% off the early-bird rate), and Signature members pay $971.25 (25% off the early-bird rate). For questions about pricing or benefits, please contact us.
Yes, both are at the JW Marriott Austin
Please visit the CE Details page for complete information.
After each session that you attend onsite, you will be required to fill out an evaluation form in the conference app to earn IWI and CFP CE. Learn more on the CE Details page.
About 80% of our sessions are approved for CFP CE. We do offer practice management sessions, which are not approved for CFP CE. Find more information on the CE Details page.
Visit our Experience 2025 Venue page for details. The hotel cutoff date is March 7, 2025.
Teams of two or more members are eligible for discounted pricing. Please visit this page for team registration.
No, parking is not included in your conference registration. You will be responsible for any charges incurred from parking.
Cancellations for conference registration must be received in writing. Please send cancellation requests to conference@i-w.org. The registration fee less a $50 cancellation/transfer fee will be refunded for requests received by March 10, 2025. A 30-percent cancellation fee will be applied for cancellations received between March 10 - March 26, 2025. Investments & Wealth Institute is unable to provide refunds or transfer registration fees to another event after March 19, 2025, or for no-shows. However, you will have access to all recorded sessions through April 14, 2026. You will receive an email from the Investments & Wealth Institute conference team confirming receipt of your request; if you do not receive an email with this confirmation within 24 business hours, please call +1 303-770-3377.
April 14, 2025
One year, through April 14, 2026
We are have a dedicated team of eleven industry-leading experts on our committee.
View the full list of committee members.
View the full list of committee members.
"I will be taking back to my team the research, ideas, thoughts and strategies presented. We will use what I learned here to help our clients plan for retirement."
