Two Destinations,
One Exceptional
Learning Event
Fort Lauderdale, FL
April 20-21, 2026
Fort Lauderdale Marriott Harbor Beach Resort & Spa
3030 Holiday Drive
Fort Lauderdale, FL 33316
Scottsdale, AZ
November 16-17, 2026
Grand Hyatt Scottsdale Resort
7500 E Doubletree Ranch Road
Scottsdale, AZ 85258
Be the First to Know
When Registration Opens
The first 50 people to sign up will receive an exclusive welcome gift upon registration.
Why Attend
Experience?
Join expert-led sessions designed for CIMA®, CPWA®, and RMA® professionals—focused on strategic portfolio construction, wealth optimization, and retirement planning.
Build relationships through curated networking opportunities in an intimate, high-impact setting.
Apply what you learn immediately through interactive sessions and case studies based on real-world client scenarios.
Choose the destination that fits your style and schedule: Fort Lauderdale or Scottsdale.
Past Featured Speakers
Michael
Sandel, PhD
Political Philosopher; Professor of Government, Harvard University
Robert
Merton, PhD
Professor of Finance, MIT Sloan; Professor Emeritus, Harvard University
What Our Attendees Say
Attending the Investments & Wealth Institute's annual conference is one of the main ways I keep up with industry and relevant trends that are Occurring.
Moe Allain, RMA®, CPWA®, AAMS®, MBA
Coming to this conference gives me the tools I need to bring back to my practice to keep it evolving.
Noel Pacarro Brown, CIMA®, CPWA®
The Investments & Wealth Institute conferences are an opportunity to hear from industry thought leaders and successful advisors in the community on what they are doing and how they are doing it for the benefit of their clients and practices.
Lauris S. Lambergs, CIMA®
I come here for the education. What I want to be able to do is walk into that session and walk away going, 'I have something I can implement on behalf of my clients next Tuesday' and that's what I walk away with each and every time.
Kevin M. Sánchez, CIMA®, CPWA®, CFP®