- Advance $1,295
- Early Bird $1,395
- Standard $1,495
- Final Call $1,595
What’s included:
- Access to all in-person general sessions and breakout programming.
- CIMA®, CPWA®, and RMA® track sessions built for advanced practitioners.
- Curated networking through peer discussions and small-group social events.
- Access to sponsor exhibits and connection opportunities.
- Access to on-demand recordings for additional CE opportunities.
- Three evening receptions, breakfast, and lunch.
- Attendee gift.
Register below or by calling Customer Care at 303-770-3377.
- Advance $971.25
- Early Bird $1,046.25
- Standard $1,121.25
- Final Call $1,196.25
*Pricing reflects your 25% Signature Membership Discount
What’s included:
- Access to all in-person general sessions and breakout programming.
- CIMA®, CPWA®, and RMA® track sessions built for advanced practitioners.
- Curated networking through peer discussions and small-group social events.
- Access to sponsor exhibits and connection opportunities.
- Access to on-demand recordings for additional CE opportunities.
- Three evening receptions, breakfast, and lunch.
- Attendee gift.
Register below or by calling Customer Care at 303-770-3377.
- Advance $777
- Early Bird $837
- Standard $897
- Final Call $957
*Pricing reflects your 40% Elite Membership Discount
What’s included:
- Access to all in-person general sessions and breakout programming.
- CIMA®, CPWA®, and RMA® track sessions built for advanced practitioners.
- Curated networking through peer discussions and small-group social events.
- Access to sponsor exhibits and connection opportunities.
- Access to on-demand recordings for additional CE opportunities.
- Three evening receptions, breakfast, and lunch.
- Attendee gift and Elite members-only gift.
Register below or by calling Customer Care at 303-770-3377.
- Advance $1,490
- Early Bird $1,690
- Standard $1,890
- Final Call $1,990
What’s included:
- Access to all in-person general sessions and breakout programming.
- CIMA®, CPWA®, and RMA® track sessions built for advanced practitioners.
- Curated networking through peer discussions and small-group social events.
- Access to sponsor exhibits and connection opportunities.
- Access to on-demand recordings for additional CE opportunities.
- Three evening receptions, breakfast, and lunch.
- Attendee gift.
Register below or by calling Customer Care at 303-770-3377.
$995
Available for every attendee after the first registration.
Teams of two or more members are eligible for discounted pricing when registering for Experience 2027.
Once you've completed your first registration, reach out to conference@i-w.org to receive your team promo code.
What’s included:
- Access to all in-person general sessions and breakout programming.
- CIMA®, CPWA®, and RMA® track sessions built for advanced practitioners.
- Curated networking through peer discussions and small-group social events.
- Access to sponsor exhibits and connection opportunities.
- Access to on-demand recordings for additional CE opportunities.
- Three evening receptions, breakfast, and lunch.
- Attendee gift.
Register below or by calling Customer Care at 303-770-3377.
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
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®
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®
