Join us in Scottsdale for an

Unforgettable
Experience

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November 16-17, 2026

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

$1495 $1295

Save $200 with Early-Bird Pricing

 

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Upgrade Your Membership
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$1295 $971.25

Save 25% in addition to Early-Bird Pricing

 

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$1295 $777

Save 40% in addition to Early-Bird Pricing

 

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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


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

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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®

Frequently Asked Questions

  • 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.

Questions? Reach Out to Our Team

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