Investments & Wealth Institute Annual Conference Experience 2026
Event Date
November 16–17, 2026
Location
Scottsdale, AZ
About This Show
AI-drafted summaryThe Investments & Wealth Institute Annual Conference Experience (branded simply as Experience) is a two-day educational and networking event created for wealth management professionals. It is designed for members but open to all, and the organizers describe it as an intimate, high-impact gathering rather than a crowded trade show. Attendees engage in expert-led sessions focused on strategic portfolio construction, wealth optimization, retirement planning, practice management, and industry disruptors.
The program is built especially for CIMA®, CPWA®, and RMA® professionals, financial advisors, and other advanced wealth management practitioners. Sessions emphasize practical, real-world application through interactive formats and case studies, so attendees can implement what they learn in their practices right away.
Beyond the education, Experience offers curated networking opportunities in a relaxed resort setting and the chance to earn substantial continuing education credit. Attendees consistently cite the event as a key way to stay current on industry trends and to hear directly from thought leaders and successful advisors. In 2026, the Institute is offering the conference in two destinations — Fort Lauderdale and Scottsdale — allowing professionals to choose the location that best fits their schedule.
Show Highlights
- Expert-led sessions covering strategic portfolio construction, wealth optimization, retirement planning, practice management, and industry disruptors.
- Interactive learning through case studies based on real-world client scenarios, designed for immediate application.
- Substantial continuing education — up to 20 CE credits are available in person, including up to 3 Ethics CE and at least 1 Tax & Regulations CE, with about 80% of sessions approved for CFP CE.
- Curated networking in an intimate, high-impact setting, plus "Braindates" and structured activities.
- Past featured speakers have included Daniel Pink (bestselling author of The Power of Regret, Drive), Todd Buchholz (former White House Director of Economic Policy), Dorie Clark (Columbia Executive Education faculty and bestselling author of The Long Game), Brian Levitt (Global Market Strategist, Invesco), and Carl Richards (author of The Sketch Guy).
- A perk for early registrants: the first 50 people to sign up receive an exclusive gift at the registration desk upon check-in.
Registration
Registration for the Scottsdale event is completed online through the Institute's portal, or by phone with Customer Care at 303-770-3377. Several pass types are offered:
- Member Registration: $1,295 with early-bird pricing (regularly $1,495) — save $200 through October 13.
- Signature Member Registration: $971.25 (25% off in addition to early-bird pricing) through October 13.
- Elite Member Registration: $777 (40% off in addition to early-bird pricing) through October 13.
- Non-Member Registration: $1,790 with early-bird pricing (regularly $1,990); includes a 2-year basic membership.
- Team Registration: $995 per attendee beyond the first — teams of two or more members qualify for discounted pricing; email conference@i-w.org for a team promo code after the first registration.
Note that promo codes cannot be combined with Elite or Signature member discounts. The cancellation policy allows a refund less a $50 fee for requests received by October 26, 2026, a 30% cancellation fee for October 27–November 6, 2026, and no refunds after November 6, 2026; recorded sessions remain accessible through November 30, 2027.
Frequently Asked Questions
When and where is the Investments & Wealth Institute Experience conference held?
The Scottsdale edition takes place November 16–17, 2026, at the Grand Hyatt Scottsdale Resort, 7500 E Doubletree Ranch Road, Scottsdale, AZ 85258. The Institute is also offering an Experience event in Fort Lauderdale in 2026.
Who should attend Experience?
The conference is designed for wealth management professionals, especially CIMA, CPWA, and RMA designees, as well as financial advisors and decision-makers. It is created for Institute members but is open to all.
How much does registration cost and how do I register?
Early-bird member registration is $1,295 (regularly $1,495) through October 13, with lower rates for Signature ($971.25) and Elite ($777) members and a non-member rate of $1,790 that includes a 2-year membership. You can register online through the Institute's portal or by calling Customer Care at 303-770-3377.
How many continuing education credits can I earn?
Attendees can earn up to 20 CE credits in person, including up to 3 Ethics CE and at least 1 Tax & Regulations CE. About 80% of sessions are approved for CFP CE, and you earn credit by completing an evaluation form in the conference app after each session.
Is there a hotel room block and is parking included?
Yes, a discounted room rate at the Grand Hyatt Scottsdale Resort starts from $379 per night, with a booking cutoff of October 23, 2026. Parking is not included in registration, so attendees are responsible for any parking charges.
From the blog
Recent guides and industry insights for exhibitors and planners.
August 6, 2026Trade Show Lead Capture: What Actually Works
Why scan counts mislead, the three questions that qualify a visitor in thirty seconds, and the 48-hour follow-up window where trade show ROI is won or lost.
Read more
July 30, 2026Drayage Explained: The Trade Show Cost Nobody Warns You About
What material handling actually pays for, why it is billed per hundredweight, the surcharges that double estimates, and six decisions that genuinely reduce it.
Read more
July 23, 2026How to Choose the Right Trade Show for Your Business
Attendance numbers are close to useless on their own. Five questions that tell you whether a show will work, and how to build a portfolio instead of a list.
Read more
July 16, 2026The 12-Month Trade Show Planning Timeline
Every deadline that matters, counted backwards from show open — including the advance-order deadline that saves 20–40% and the 48-hour window that decides your ROI.
Read more
July 9, 2026Trade Show Booth Sizes Explained: 10x10 to Island
What each booth size actually gives you, the height and setback rules that catch first-timers, and how to size a booth from your staffing rather than your budget.
Read more
July 2, 2026What Does It Actually Cost to Exhibit at a Trade Show?
A line-by-line breakdown of the nine costs of exhibiting — including drayage and staff time, the two that blow up budgets and never appear in the quote.
Read more
June 10, 2026Top Trade Shows in Las Vegas in 2026
A guide to the biggest trade shows and exhibitor opportunities in Las Vegas through 2026 — dates, industries, exhibitor counts, and what each show is best for.
Read more- September 2, 2025tradeshows.fyi
Trade Shows Demystified: Your Ultimate Guide to Exhibiting, Attending, and Everything in Between
Introduction to Trade Shows Trade shows serve as significant events in various sectors, acting as a focal point
Read on tradeshows.fyi 
November 14, 2024tradeshows.fyi10 Essential Tips for Successfully Attending Trade Shows
10 Essential Tips for Attending Trade Shows Attending trade shows offers a unique platform to showcase products, network,
Read on tradeshows.fyi- November 13, 2024tradeshows.fyi
The Ultimate Trade Show Exhibitor Checklist: Planning, Preparation, and Execution
Trade Show Exhibiting Checklist Trade shows present a unique opportunity for exhibitors to showcase their products, network with
Read on tradeshows.fyi
Advertisement