Frequently Asked Questions

February 20, 2025 

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. 

About 80% of our sessions are approved for CFP CE. We do offer practice management sessions, which are not approved for CFP CE. 

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