This virtual event will feature insights from 15 of the industry's leading practitioners, experts, and academics on the most timely planning strategies that apply to individuals at every stage in the lifecycle!
You will hear from 10 companies who will be featuring the latest and greatest when it comes to tools and applications advisors can use to add value for clients from all walks of life and across the wealth spectrum.
The Institute is committed to diversity, equity, and inclusion in its membership and educational programs. Proceeds from this event will go to fund Scholarships for underrepresented professionals through the Investments & Wealth Foundation, a 501(c)(3) entity.