View our Agenda

Scottsdale, 2026

Choose Your Track

Investment Excellence – Build (CIMA®)

This track will focus on investment-related themes relevant to building and managing portfolios in evolving market environments. Sessions are designed to support informed decision-making and professional growth across a range of investment considerations.

Wealth Mastery – Structure (CPWA®)

This track will explore advanced wealth management concepts related to structuring client solutions across complex financial needs. Sessions will address key considerations relevant to high-net-worth and ultra-high-net-worth client planning.

Retirement Security – Retire (RMA®)

This track will examine themes related to retirement planning and long-term income strategies. Sessions will address considerations for helping clients prepare for and navigate retirement with confidence.

Practice & Client Evolution

This track will focus on evolving practices, client expectations, and professional development. Sessions will explore approaches to adapting strategies, services, and engagement in a changing industry landscape.

2:00 PM - 6:00 PM

Registration/Information Desk Open

2:30 PM - 4:10 PM

Pre-Conference Workshops

4:30 PM - 5:45 PM

Women & Wealth: Growing with intention and purpose

6:00 PM - 7:30 PM

Welcome Reception

6:00 PM - 7:30 PM

Welcome Reception

Join us on the Ocean Terrace for live steel drum music, specialty drinks, and a Florida-inspired spread—think paella and more. Network with fellow professionals while taking in beachfront views, and don’t miss the Investments & Wealth Foundation cornhole tournament. Be sure to stop by and pick up a gift while you’re there.

6:00 AM - 6:30 PM

Fun run with IWI Board Members

7:00 AM - 5:30 PM

Registration/Information Desk Open

7:00 AM - 8:00 AM

Breakfast

8:00 AM - 11:30 AM

General Session and Education breakouts

11:30 AM - 1:00 PM

Networking Lunch

1:00 PM - 5:30 PM

Education breakouts and General Session

5:30 PM - 7:00 PM

Reception

7:00 AM - 7:00 PM

Registration/Information Desk Open

7:00 AM - 8:00 AM

Breakfast

8:00 AM - 10:00 AM

Workshops

10:00 AM - 11:30 AM

Edtalks and Braindates

11:30 AM - 1:50 PM

General Session and Lunch

2:00 PM - 5:30 PM

Education breakouts and General Session

5:30 PM - 6:30 PM

Closing Reception

Reserve Your Seat 

Join 600+ attendees from all business channels. Experience is the only advisor conference that truly reflects the advice profession it serves. Attendees represent every advisory channel including wirehouses, independent advisors, RIA, and executives that support the industry.

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