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2026 LOCATIONS
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Two days of focused learning and meaningful connections for wealth management professionals

Created for our members, but open to all

CHOOSE YOUR EXPERIENCE

Two Destinations, One Exceptional Learning Event

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Fort Lauderdale, FL

April 20-21, 2026

Fort Lauderdale Marriott Harbor Beach Resort & Spa
3030 Holiday Drive
Fort Lauderdale, FL 33316

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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.
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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

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Peter Attia

Founder, Early Medical

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General Stanley McChrystal

Former U.S. Commander in Afghanistan; Co-Founder, McChrystal Group

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Michael Sandel, PhD 

Political Philosopher; Professor of Government, Harvard University

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Dambisa Moyo, PhD 

Global Economist; Co-Principal, Versaca Investments; Member, UK House of Lords

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Ian Bremmer, PhD 

President and Founder, Eurasia Group & GZERO Media

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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®

Sponsorship Opportunities

Investments & Wealth Experience isn’t a crowded tradeshow, it’s an event built for meaningful engagement.

With limited sponsorships available, your brand gains direct access to advanced wealth management professionals and decision-makers actively seeking solutions. 

Request Sponsorship Information

Contact Our Team

 
Get Your Questions Answered