Join us in Fort Lauderdale for an

Unforgettable
Experience

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April 20—21, 2026

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

$1495 $1295

Save $200 with Early-Bird Pricing until March 17

 

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Upgrade Your Membership
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$1295 $971.25

Save 25% in addition to Early-Bird Pricing until March 17

 

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$1295 $777

Save 40% in addition to Early-Bird Pricing until March 17

 

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$1295 $995

Available for every attendee after the first registration.

Teams of two or more members are eligible for discounted pricing when registering for Experience 2026.

Once you've completed your first registration, reach out to conference@i-w.org to receive your team promo code.

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$1990 $1790

Save $200 with Early-Bird Pricing until March 17

*Non-member registration includes a 2-year basic membership.

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Frequently Asked Questions

  • CE Breakdown (In-Person) CE Hours
    Pre-Conference Workshops 3.5
    General Sessions 5.5
    Concurrent Breakout Sessions  6
    EdTalks 4
    Workshop 2
    CFP® Board Ethics Post-Conference Session (CFP® practitioners only) 2 (Ethics)
    Total CE Offered Up to 23 CE
    (Up to 3 Ethics CE and at least 1 Tax & Regulations CE Included)

     

  • Register for On-Demand and receive access to 10 CE hours from select Experience 2026 sessions in Fort Lauderdale.

     

  • After each session that you attend onsite, you will be required to fill out an evaluation form in the conference app to earn IWI and CFP CE.

    Additional CE can be earned by watching recordings of the sessions you missed in person, which will be available May 4.

  • About 80% of our sessions are approved for CFP CE. We do offer practice management sessions, which are not approved for CFP CE.

  • Promo codes cannot be combined with Elite and Signature member discounts as their discounts offer the lowest price available. For questions about pricing or benefits, please contact us.

  • Teams of two or more members are eligible for discounted pricing for every attendee beyond the first. After completing your first registration, contact conference@i-w.org to inquire about team registration.

  • No, parking is not included in your conference registration. You will be responsible for any charges incurred from parking. 

  • 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 March 30, 2026. A 30-percent cancellation fee will be applied for cancellations received between March 31 - April 10, 2026. Investments & Wealth Institute is unable to provide refunds or transfer registration fees to another event after April 10, 2026, or for no-shows.

  • Early-bird pricing ends March 17, 2026.

What Our Attendees Say

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®

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®

Questions? Reach Out to Our Team

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