Join us in Scottsdale for an

Unforgettable
Experience

Register now

November 16—17, 2026

Grand Hyatt Scottsdale Resort
7500 E Doubletree Ranch Road
Scottsdale, AZ 85258

iconThe first 50 people to sign up will receive an exclusive gift
at the event Registration desk upon check-in. 

$1495 $1295

Save $200 with Early-Bird Pricing until October 12.

 

Register Now
Upgrade your Membership
image1

$1295 $971.25

Save 25% in addition to Early-Bird Pricing until October 12.

 

Register Now
Upgrade your Membership
image1

$1295 $777

Save 40% in addition to Early-Bird Pricing until October 12.

 

Register Now
image1

$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.

Register Now
image1

$1990 $1790

Save $200 with Early-Bird Pricing until October 12.

Register below or by calling Customer Care at 303-770-3377. 


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

Register Now
Upgrade your Membership
image1

BRING YOUR TEAM —
DISCOVER GROUP RATES AND BENEFITS

Request More Details

Frequently Asked Questions

  • CE Breakdown (In-Person) CE Hours
    Pre-Conference Workshops 3.5
    General Sessions 5
    Concurrent Breakout Sessions  6
    EdTalks 1.5
    Workshop 2
    CFP® Board Ethics Post-Conference Session (CFP® practitioners only) 2 (Ethics)
    Total CE Offered Up to 20 CE
    (Up to 3 Ethics CE and at least 1 Tax & Regulations CE Included)

     

  • Promo codes cannot be combined with Elite and Signature member discounts as their discounts offer the lowest price available. Elite members pay $777 (40% off the early-bird rate), and Signature members pay $971.25 (25% off the early-bird rate). For questions about pricing or benefits, please contact us.

  • 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.

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

  • 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 October 26, 2026. A 30-percent cancellation fee will be applied for cancellations received between March October 27 - November 6, 2026. Investments & Wealth Institute is unable to provide refunds or transfer registration fees to another event after November 6, 2026, or for no-shows. However, you will have access to all recorded sessions through November 30, 2027. You will receive an email from the Investments & Wealth Institute conference team confirming receipt of your request; if you do not receive an email with this confirmation within 24 business hours, please call +1 303-770-3377.

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®

Still Have questions?

Contact Customer Support
Copyright © 2026, Investments & Wealth Institute