LIFECYCLE PLANNING

What Goes Around Comes Around

 

VIRTUAL CONFERENCE | SEPTEMBER 19, 2023 | 9:00 AM - 5:00 PM ET

This Event is Powered By

 

Come join us for a one-of-kind virtual conference experience that is powered by the Investments & Wealth Institute! In one day, you will learn about the best strategies and practices to use when working with clients in different phases of the lifecycle.

While most other events focus on strategies that apply to the few, this event focuses on strategies that apply to the many. Regardless of age, where your clients come from, and where they fall in the wealth spectrum - this event will leave you with key takeaways that you can use to immediately add value for your clients!

Another unique thing about this event is that a portion of all proceeds from sponsorship and registration will go to the Investments & Wealth Foundation Scholarship Program, which enables women, diverse professionals, and next-generation leaders to elevate their careers and contribute to our profession. At time of registration, attendees may make additional contributions to the Foundation which enables women, diverse professionals, and next-generation leaders to elevate their careers and contribute to our profession.

 

 

 
 

Thought Leadership

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!

 

Innovative Solutions

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. 

 

Supporting the Profession

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.