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.
Please join us.
Explore sophisticated business and investment strategies for experienced wealth and investment managers with master’s level insights on adapting to today’s market, today’s economy and today’s opportunity to grow your business.
Participation is limited to maintain a 10-to-1 ratio of audience and presenters. This level of access to top-tier academics, elite advisors and industry thought leaders is rare.
Register and mark your calendar now to join this elite group: September 30th - October 2nd in Chicago.
2025 will mean new opportunities, new challenges, new scenarios and evolving client needs. Think:
comprehensive problems to complex high-net-worth lives
record indices obscuring the risks
election year and potential policy shifts
planning for retirement income
ethics of using artificial intelligence
Plus, earn up to 14.5 premier CE credits!
Attendees will have a rare opportunity for learning as well as intimate and engaging discourse with 30 top-tier academics, elite advisors and industry thought leaders.
September 30, 2024
1:50 pm - 3:30 pm: Elite members only: Optional visit to Cboe
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."
Elite Member
You are not alone in needing new ways to guide your clients - and your business - through changing economic, geopolitical, and regulatory realities. It’s time to invest in your ability to adapt.
Today’s unpredictable financial landscape requires wealth and investment managers to be nimble, creative, and forward-thinking.
Register and mark your calendar now: September 30th - October 2nd in Chicago.
Together, we’ll explore dynamic planning strategies that can grow your business while you add value to your clients’ success.
