YOUR PURCHASE IS PROTECTED | With our purchase guarantee in place, you can be confident in booking with us. Cancellation/Transfer Policy—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 September 9, 2024. A 30-percent cancellation fee will be applied for cancellations received between September 10 and 25, 2024. Investments & Wealth Institute is unable to provide refunds or transfer registration fees to another event after September 25, 2024, or for no-shows. However, you will have access to all recorded sessions through October 14, 2025. 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.
Adaptive Wealth Management: Advanced Strategies for Forward-Thinking Advisors
Preparing your clients — and your business — for ever-changing economic, geopolitical, and regulatory conditions is fundamental to your success.
Yet, in today’s uncertain economic landscape, traditional wealth management approaches may not be sufficient. Elite advisors and forward-thinking teams need to learn adaptive strategies that allow for nimble, timely adjustments to changing market conditions and evolving client needs.
Clients everywhere are demanding advisors and teams offering this class of dynamic, comprehensive advice — they are seeking professionals who are able to understand and respond to their full range of objectives, risk tolerances, and life transitions. Please join us. Together, we’ll explore the development and implementation of many dynamic planning strategies capable of adding value for your clients in 2025 — and beyond.
Tickets are limited.
Key topics
The Investments & Wealth Strategy Forum 2024 will cover advanced topics in adaptive wealth management, delivered with our trademark academic rigor, and set in the magnificent Loews Chicago Hotel.
Portfolio diversification, risk management, and asset allocation strategies in anticipation of policy shifts.
Proactive income tax and estate planning for clients, anticipating and adapting to potential tax law changes for optimal financial outcomes.
Guidance on retirement savings strategies, Social Security planning, and navigating potential changes to retirement policies.
Communication skills to address client concerns, manage expectations, and provide reassurance during periods of uncertainty.
Agenda
September 30, 2024
2:00 pm - 3:40 pm: Pre-con workshop
4:00 pm - 6:00 pm: Women in Wealth Program & Reception
October 1, 2024
7:00 am - 8:00 am: Breakfast
8:00 am - 12:10 pm: Programming
12:10 pm - 1:20 pm: Lunch
1:30 pm - 5:30 pm: Programming
5:30 pm - 6:30 pm: Reception
October 2, 2024
7:00 am - 8:00 am: Breakfast
8:00 am - 11:30 am: Programming
"So incredibly relevant and useful and keeps us 'current' on evolution in this constantly deepening field of expertise."