View our Agenda

Fort Lauderdale, 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.

  • 1:00 pm - 7:00 pm, Sunday, Mar 30, 2025

    What is a Braindate?

    Connecting with others at events can be challenging—networking often feels awkward, and finding people who share your interests can seem impossible. Plus, everyone learns differently. Braindate offers a platform to explore and exchange specific knowledge and experiences, enabling you to have meaningful, authentic conversations with like-minded individuals. It’s your gateway to the collective genius of your fellow participants!

    Choose the topics that matter most to you and engage in one-on-one or small group conversations. Share insights, gain new perspectives, and discover how your peers are overcoming challenges. Whether you’re looking to connect with speakers, members, CIMAs, CPWAs, RMAs, or anyone else, Braindate makes it easy.

    How it Works:

    1. Access the platform: A few weeks before the event, we’ll open up the Braindate platform.
    2. Explore topics: Browse through topics to find ones that interest you, or create your own.
    3. Book your Braindate: Confirm your Braindate date/time.
    4. Connect in person: Meet at your scheduled time in the Braindate Lounge onsite.

    Top 5 Reasons to Braindate:

    1. Tap into Collective Knowledge: Leverage the expertise and insights of like-minded peers and IWI members.
    2. Build Meaningful Connections: Network with others who share your interests and experiences to help achieve your goals.
    3. Focus on What Matters Most: Dive deep into specific challenges or topics with fellow members.
    4. Troubleshoot with Experts: Collaborate with speakers to address a problem or challenge you’re facing.
    5. Share Your Expertise: Position yourself as a thought leader and trusted resource by sharing your own experiences.

  • 1:00 pm - 7:00 pm, Sunday, Mar 30, 2025

    What is a Braindate?

    Connecting with others at events can be challenging—networking often feels awkward, and finding people who share your interests can seem impossible. Plus, everyone learns differently. Braindate offers a platform to explore and exchange specific knowledge and experiences, enabling you to have meaningful, authentic conversations with like-minded individuals. It’s your gateway to the collective genius of your fellow participants!

    Choose the topics that matter most to you and engage in one-on-one or small group conversations. Share insights, gain new perspectives, and discover how your peers are overcoming challenges. Whether you’re looking to connect with speakers, members, CIMAs, CPWAs, RMAs, or anyone else, Braindate makes it easy.

    How it Works:

    1. Access the platform: A few weeks before the event, we’ll open up the Braindate platform.
    2. Explore topics: Browse through topics to find ones that interest you, or create your own.
    3. Book your Braindate: Confirm your Braindate date/time.
    4. Connect in person: Meet at your scheduled time in the Braindate Lounge onsite.

    Top 5 Reasons to Braindate:

    1. Tap into Collective Knowledge: Leverage the expertise and insights of like-minded peers and IWI members.
    2. Build Meaningful Connections: Network with others who share your interests and experiences to help achieve your goals.
    3. Focus on What Matters Most: Dive deep into specific challenges or topics with fellow members.
    4. Troubleshoot with Experts: Collaborate with speakers to address a problem or challenge you’re facing.
    5. Share Your Expertise: Position yourself as a thought leader and trusted resource by sharing your own experiences.

  • 1:00 pm - 7:00 pm, Sunday, Mar 30, 2025

    What is a Braindate?

    Connecting with others at events can be challenging—networking often feels awkward, and finding people who share your interests can seem impossible. Plus, everyone learns differently. Braindate offers a platform to explore and exchange specific knowledge and experiences, enabling you to have meaningful, authentic conversations with like-minded individuals. It’s your gateway to the collective genius of your fellow participants!

    Choose the topics that matter most to you and engage in one-on-one or small group conversations. Share insights, gain new perspectives, and discover how your peers are overcoming challenges. Whether you’re looking to connect with speakers, members, CIMAs, CPWAs, RMAs, or anyone else, Braindate makes it easy.

    How it Works:

    1. Access the platform: A few weeks before the event, we’ll open up the Braindate platform.
    2. Explore topics: Browse through topics to find ones that interest you, or create your own.
    3. Book your Braindate: Confirm your Braindate date/time.
    4. Connect in person: Meet at your scheduled time in the Braindate Lounge onsite.

    Top 5 Reasons to Braindate:

    1. Tap into Collective Knowledge: Leverage the expertise and insights of like-minded peers and IWI members.
    2. Build Meaningful Connections: Network with others who share your interests and experiences to help achieve your goals.
    3. Focus on What Matters Most: Dive deep into specific challenges or topics with fellow members.
    4. Troubleshoot with Experts: Collaborate with speakers to address a problem or challenge you’re facing.
    5. Share Your Expertise: Position yourself as a thought leader and trusted resource by sharing your own experiences.

  • 1:00 pm - 7:00 pm, Sunday, Mar 30, 2025

    What is a Braindate?

    Connecting with others at events can be challenging—networking often feels awkward, and finding people who share your interests can seem impossible. Plus, everyone learns differently. Braindate offers a platform to explore and exchange specific knowledge and experiences, enabling you to have meaningful, authentic conversations with like-minded individuals. It’s your gateway to the collective genius of your fellow participants!

    Choose the topics that matter most to you and engage in one-on-one or small group conversations. Share insights, gain new perspectives, and discover how your peers are overcoming challenges. Whether you’re looking to connect with speakers, members, CIMAs, CPWAs, RMAs, or anyone else, Braindate makes it easy.

    How it Works:

    1. Access the platform: A few weeks before the event, we’ll open up the Braindate platform.
    2. Explore topics: Browse through topics to find ones that interest you, or create your own.
    3. Book your Braindate: Confirm your Braindate date/time.
    4. Connect in person: Meet at your scheduled time in the Braindate Lounge onsite.

    Top 5 Reasons to Braindate:

    1. Tap into Collective Knowledge: Leverage the expertise and insights of like-minded peers and IWI members.
    2. Build Meaningful Connections: Network with others who share your interests and experiences to help achieve your goals.
    3. Focus on What Matters Most: Dive deep into specific challenges or topics with fellow members.
    4. Troubleshoot with Experts: Collaborate with speakers to address a problem or challenge you’re facing.
    5. Share Your Expertise: Position yourself as a thought leader and trusted resource by sharing your own experiences.

  • 1:00 pm - 7:00 pm, Sunday, Mar 30, 2025

    What is a Braindate?

    Connecting with others at events can be challenging—networking often feels awkward, and finding people who share your interests can seem impossible. Plus, everyone learns differently. Braindate offers a platform to explore and exchange specific knowledge and experiences, enabling you to have meaningful, authentic conversations with like-minded individuals. It’s your gateway to the collective genius of your fellow participants!

    Choose the topics that matter most to you and engage in one-on-one or small group conversations. Share insights, gain new perspectives, and discover how your peers are overcoming challenges. Whether you’re looking to connect with speakers, members, CIMAs, CPWAs, RMAs, or anyone else, Braindate makes it easy.

    How it Works:

    1. Access the platform: A few weeks before the event, we’ll open up the Braindate platform.
    2. Explore topics: Browse through topics to find ones that interest you, or create your own.
    3. Book your Braindate: Confirm your Braindate date/time.
    4. Connect in person: Meet at your scheduled time in the Braindate Lounge onsite.

    Top 5 Reasons to Braindate:

    1. Tap into Collective Knowledge: Leverage the expertise and insights of like-minded peers and IWI members.
    2. Build Meaningful Connections: Network with others who share your interests and experiences to help achieve your goals.
    3. Focus on What Matters Most: Dive deep into specific challenges or topics with fellow members.
    4. Troubleshoot with Experts: Collaborate with speakers to address a problem or challenge you’re facing.
    5. Share Your Expertise: Position yourself as a thought leader and trusted resource by sharing your own experiences.

  • 1:00 pm - 7:00 pm, Sunday, Mar 30, 2025

    What is a Braindate?

    Connecting with others at events can be challenging—networking often feels awkward, and finding people who share your interests can seem impossible. Plus, everyone learns differently. Braindate offers a platform to explore and exchange specific knowledge and experiences, enabling you to have meaningful, authentic conversations with like-minded individuals. It’s your gateway to the collective genius of your fellow participants!

    Choose the topics that matter most to you and engage in one-on-one or small group conversations. Share insights, gain new perspectives, and discover how your peers are overcoming challenges. Whether you’re looking to connect with speakers, members, CIMAs, CPWAs, RMAs, or anyone else, Braindate makes it easy.

    How it Works:

    1. Access the platform: A few weeks before the event, we’ll open up the Braindate platform.
    2. Explore topics: Browse through topics to find ones that interest you, or create your own.
    3. Book your Braindate: Confirm your Braindate date/time.
    4. Connect in person: Meet at your scheduled time in the Braindate Lounge onsite.

    Top 5 Reasons to Braindate:

    1. Tap into Collective Knowledge: Leverage the expertise and insights of like-minded peers and IWI members.
    2. Build Meaningful Connections: Network with others who share your interests and experiences to help achieve your goals.
    3. Focus on What Matters Most: Dive deep into specific challenges or topics with fellow members.
    4. Troubleshoot with Experts: Collaborate with speakers to address a problem or challenge you’re facing.
    5. Share Your Expertise: Position yourself as a thought leader and trusted resource by sharing your own experiences.

  • 1:00 pm - 7:00 pm, Sunday, Mar 30, 2025

    What is a Braindate?

    Connecting with others at events can be challenging—networking often feels awkward, and finding people who share your interests can seem impossible. Plus, everyone learns differently. Braindate offers a platform to explore and exchange specific knowledge and experiences, enabling you to have meaningful, authentic conversations with like-minded individuals. It’s your gateway to the collective genius of your fellow participants!

    Choose the topics that matter most to you and engage in one-on-one or small group conversations. Share insights, gain new perspectives, and discover how your peers are overcoming challenges. Whether you’re looking to connect with speakers, members, CIMAs, CPWAs, RMAs, or anyone else, Braindate makes it easy.

    How it Works:

    1. Access the platform: A few weeks before the event, we’ll open up the Braindate platform.
    2. Explore topics: Browse through topics to find ones that interest you, or create your own.
    3. Book your Braindate: Confirm your Braindate date/time.
    4. Connect in person: Meet at your scheduled time in the Braindate Lounge onsite.

    Top 5 Reasons to Braindate:

    1. Tap into Collective Knowledge: Leverage the expertise and insights of like-minded peers and IWI members.
    2. Build Meaningful Connections: Network with others who share your interests and experiences to help achieve your goals.
    3. Focus on What Matters Most: Dive deep into specific challenges or topics with fellow members.
    4. Troubleshoot with Experts: Collaborate with speakers to address a problem or challenge you’re facing.
    5. Share Your Expertise: Position yourself as a thought leader and trusted resource by sharing your own experiences.

  • 1:00 pm - 7:00 pm, Sunday, Mar 30, 2025

    What is a Braindate?

    Connecting with others at events can be challenging—networking often feels awkward, and finding people who share your interests can seem impossible. Plus, everyone learns differently. Braindate offers a platform to explore and exchange specific knowledge and experiences, enabling you to have meaningful, authentic conversations with like-minded individuals. It’s your gateway to the collective genius of your fellow participants!

    Choose the topics that matter most to you and engage in one-on-one or small group conversations. Share insights, gain new perspectives, and discover how your peers are overcoming challenges. Whether you’re looking to connect with speakers, members, CIMAs, CPWAs, RMAs, or anyone else, Braindate makes it easy.

    How it Works:

    1. Access the platform: A few weeks before the event, we’ll open up the Braindate platform.
    2. Explore topics: Browse through topics to find ones that interest you, or create your own.
    3. Book your Braindate: Confirm your Braindate date/time.
    4. Connect in person: Meet at your scheduled time in the Braindate Lounge onsite.

    Top 5 Reasons to Braindate:

    1. Tap into Collective Knowledge: Leverage the expertise and insights of like-minded peers and IWI members.
    2. Build Meaningful Connections: Network with others who share your interests and experiences to help achieve your goals.
    3. Focus on What Matters Most: Dive deep into specific challenges or topics with fellow members.
    4. Troubleshoot with Experts: Collaborate with speakers to address a problem or challenge you’re facing.
    5. Share Your Expertise: Position yourself as a thought leader and trusted resource by sharing your own experiences.

  • 1:00 pm - 7:00 pm, Sunday, Mar 30, 2025

    What is a Braindate?

    Connecting with others at events can be challenging—networking often feels awkward, and finding people who share your interests can seem impossible. Plus, everyone learns differently. Braindate offers a platform to explore and exchange specific knowledge and experiences, enabling you to have meaningful, authentic conversations with like-minded individuals. It’s your gateway to the collective genius of your fellow participants!

    Choose the topics that matter most to you and engage in one-on-one or small group conversations. Share insights, gain new perspectives, and discover how your peers are overcoming challenges. Whether you’re looking to connect with speakers, members, CIMAs, CPWAs, RMAs, or anyone else, Braindate makes it easy.

    How it Works:

    1. Access the platform: A few weeks before the event, we’ll open up the Braindate platform.
    2. Explore topics: Browse through topics to find ones that interest you, or create your own.
    3. Book your Braindate: Confirm your Braindate date/time.
    4. Connect in person: Meet at your scheduled time in the Braindate Lounge onsite.

    Top 5 Reasons to Braindate:

    1. Tap into Collective Knowledge: Leverage the expertise and insights of like-minded peers and IWI members.
    2. Build Meaningful Connections: Network with others who share your interests and experiences to help achieve your goals.
    3. Focus on What Matters Most: Dive deep into specific challenges or topics with fellow members.
    4. Troubleshoot with Experts: Collaborate with speakers to address a problem or challenge you’re facing.
    5. Share Your Expertise: Position yourself as a thought leader and trusted resource by sharing your own experiences.

  • 1:00 pm - 7:00 pm, Sunday, Mar 30, 2025

    What is a Braindate?

    Connecting with others at events can be challenging—networking often feels awkward, and finding people who share your interests can seem impossible. Plus, everyone learns differently. Braindate offers a platform to explore and exchange specific knowledge and experiences, enabling you to have meaningful, authentic conversations with like-minded individuals. It’s your gateway to the collective genius of your fellow participants!

    Choose the topics that matter most to you and engage in one-on-one or small group conversations. Share insights, gain new perspectives, and discover how your peers are overcoming challenges. Whether you’re looking to connect with speakers, members, CIMAs, CPWAs, RMAs, or anyone else, Braindate makes it easy.

    How it Works:

    1. Access the platform: A few weeks before the event, we’ll open up the Braindate platform.
    2. Explore topics: Browse through topics to find ones that interest you, or create your own.
    3. Book your Braindate: Confirm your Braindate date/time.
    4. Connect in person: Meet at your scheduled time in the Braindate Lounge onsite.

    Top 5 Reasons to Braindate:

    1. Tap into Collective Knowledge: Leverage the expertise and insights of like-minded peers and IWI members.
    2. Build Meaningful Connections: Network with others who share your interests and experiences to help achieve your goals.
    3. Focus on What Matters Most: Dive deep into specific challenges or topics with fellow members.
    4. Troubleshoot with Experts: Collaborate with speakers to address a problem or challenge you’re facing.
    5. Share Your Expertise: Position yourself as a thought leader and trusted resource by sharing your own experiences.

  • 1:00 pm - 7:00 pm, Sunday, Mar 30, 2025

    What is a Braindate?

    Connecting with others at events can be challenging—networking often feels awkward, and finding people who share your interests can seem impossible. Plus, everyone learns differently. Braindate offers a platform to explore and exchange specific knowledge and experiences, enabling you to have meaningful, authentic conversations with like-minded individuals. It’s your gateway to the collective genius of your fellow participants!

    Choose the topics that matter most to you and engage in one-on-one or small group conversations. Share insights, gain new perspectives, and discover how your peers are overcoming challenges. Whether you’re looking to connect with speakers, members, CIMAs, CPWAs, RMAs, or anyone else, Braindate makes it easy.

    How it Works:

    1. Access the platform: A few weeks before the event, we’ll open up the Braindate platform.
    2. Explore topics: Browse through topics to find ones that interest you, or create your own.
    3. Book your Braindate: Confirm your Braindate date/time.
    4. Connect in person: Meet at your scheduled time in the Braindate Lounge onsite.

    Top 5 Reasons to Braindate:

    1. Tap into Collective Knowledge: Leverage the expertise and insights of like-minded peers and IWI members.
    2. Build Meaningful Connections: Network with others who share your interests and experiences to help achieve your goals.
    3. Focus on What Matters Most: Dive deep into specific challenges or topics with fellow members.
    4. Troubleshoot with Experts: Collaborate with speakers to address a problem or challenge you’re facing.
    5. Share Your Expertise: Position yourself as a thought leader and trusted resource by sharing your own experiences.

  • 1:00 pm - 7:00 pm, Sunday, Mar 30, 2025

    What is a Braindate?

    Connecting with others at events can be challenging—networking often feels awkward, and finding people who share your interests can seem impossible. Plus, everyone learns differently. Braindate offers a platform to explore and exchange specific knowledge and experiences, enabling you to have meaningful, authentic conversations with like-minded individuals. It’s your gateway to the collective genius of your fellow participants!

    Choose the topics that matter most to you and engage in one-on-one or small group conversations. Share insights, gain new perspectives, and discover how your peers are overcoming challenges. Whether you’re looking to connect with speakers, members, CIMAs, CPWAs, RMAs, or anyone else, Braindate makes it easy.

    How it Works:

    1. Access the platform: A few weeks before the event, we’ll open up the Braindate platform.
    2. Explore topics: Browse through topics to find ones that interest you, or create your own.
    3. Book your Braindate: Confirm your Braindate date/time.
    4. Connect in person: Meet at your scheduled time in the Braindate Lounge onsite.

    Top 5 Reasons to Braindate:

    1. Tap into Collective Knowledge: Leverage the expertise and insights of like-minded peers and IWI members.
    2. Build Meaningful Connections: Network with others who share your interests and experiences to help achieve your goals.
    3. Focus on What Matters Most: Dive deep into specific challenges or topics with fellow members.
    4. Troubleshoot with Experts: Collaborate with speakers to address a problem or challenge you’re facing.
    5. Share Your Expertise: Position yourself as a thought leader and trusted resource by sharing your own experiences.

  • 1:00 pm - 7:00 pm, Sunday, Mar 30, 2025

    What is a Braindate?

    Connecting with others at events can be challenging—networking often feels awkward, and finding people who share your interests can seem impossible. Plus, everyone learns differently. Braindate offers a platform to explore and exchange specific knowledge and experiences, enabling you to have meaningful, authentic conversations with like-minded individuals. It’s your gateway to the collective genius of your fellow participants!

    Choose the topics that matter most to you and engage in one-on-one or small group conversations. Share insights, gain new perspectives, and discover how your peers are overcoming challenges. Whether you’re looking to connect with speakers, members, CIMAs, CPWAs, RMAs, or anyone else, Braindate makes it easy.

    How it Works:

    1. Access the platform: A few weeks before the event, we’ll open up the Braindate platform.
    2. Explore topics: Browse through topics to find ones that interest you, or create your own.
    3. Book your Braindate: Confirm your Braindate date/time.
    4. Connect in person: Meet at your scheduled time in the Braindate Lounge onsite.

    Top 5 Reasons to Braindate:

    1. Tap into Collective Knowledge: Leverage the expertise and insights of like-minded peers and IWI members.
    2. Build Meaningful Connections: Network with others who share your interests and experiences to help achieve your goals.
    3. Focus on What Matters Most: Dive deep into specific challenges or topics with fellow members.
    4. Troubleshoot with Experts: Collaborate with speakers to address a problem or challenge you’re facing.
    5. Share Your Expertise: Position yourself as a thought leader and trusted resource by sharing your own experiences.

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