The Diplomat Beach Resort Hollywood, Curio Collection by Hilton
The Diplomat Beach Resort Hollywood, Curio Collection by Hilton, 3555 S Ocean Dr, Hollywood, FL 33019, USA

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Qwoted is a free expert network: we help reporters connect with experts & we help those same experts build relationships with top reporters.

Event Date Mon Jan 31 EST - Tue Feb 1 EST (in 2 months)
Location The Diplomat Beach Resort Hollywood, Curio Collection by Hilton
3555 S Ocean Dr, Hollywood, FL 33019, USA
Region Americas

Investments & Wealth Forum – Fort Lauderdale is the return to Florida in a new season, revitalized venue, and renewed commitment to exceptional events. The event is brought to you by the Investments & Wealth Institute, the leading membership association for advanced investment practitioners.

First, we’re taking all the best parts of an industry conference – networking, experiences, and premium-quality CE. Then we’re taking all the best parts of executive education – professors, thought-leadership, and research. The result is a valuable fusion of Ivy league education and practical application, with an entertaining approach.

Trustworthy Solutions for New Retirement Challenges
The retirement planning and wealth management professions have evolved and grown considerably in recent years, and there is now an incredible need to unite and connect key players in the wealth management ecosystem to solve unique challenges. Clients are demanding more sophisticated wealth management beyond financial planning – to optimize their retirement lives, not just their wealth.

Wealth management and retirement advisors can add significant value to clients by finding solutions for:
• Retirement security from a global crisis
• Optimizing retirement taxation amid new legislative proposals
• Providing reliable retirement income in a low yield environment
• Transferring wealth effectively and tax-efficiently to heirs
• Family wealth dynamics
• Navigating sudden transitions such as leaving the workforce, health problems, or death of a loved one.
• Funding a longer retirement horizon due to increased longevity

Why You Should Attend This Conference?
Disruption can create great opportunities.

Retirement management is in flux, arguably more than it has been in a long time. Clients are living longer, have more goals in retirement, have more sophisticated portfolios and assets, and simply demand more. At the same time, retirement planning has never had so many challenges and uncertainties – such as low yields, a global health pandemic, inflation, and much more.

In the midst of this change, what can we say about the future of wealth and retirement management? What ideas will influence its evolution? What types of products will flourish over the next 5-10 years?

Learning Objectives:
• Recommend wealth management strategies for retirement clients that are actionable, repeatable, and defensible.
• Reevaluate traditional wealth and retirement opinions, wisdom, and processes
• Identify the range of options available for retirement income and risk management
• Educate your taxable investors on the implications of proposed tax legislation
• Develop a decision-making framework for claiming Social Security and Medicare benefits
• Learn better methods of delivering wealth retirement advice
• Discover opportunities to engage clients beyond wealth management, providing value for their health, wellness, and purpose
• Meet and connect with 350+ senior wealth management and retirement advisors

Who Should Attend this Conference?
• Financial advisors from all channels, including RIAs, aggregators, broker dealers, wirehouses, banks, and trust companies.
• Retirement advisors
• Financial planners
• Investment management professionals
• Family office advisors and consultants
• Investment analysts
• Research analysts
• CIMA, CPWA, and RMA certificants
• CIMA, CPWA, and RMA candidates
• Wealth management professionals
• Financial services providers


2022 Speakers

Denise Appleby CISP, CRC, CRPS, CRSP, APA, MJ
CEO, Appleby Retirement Consulting Inc.

Susan Bradley, CFP® , CeFT®
Founder, Sudden Money® Institute

Jason Fichtner
Senior Lecturer & Associate Director of the Master of International Economics and Finance Program, Johns Hopkins University

Laurence Kotlikoff, PhD
Professor of Economics, Boston University

Ross Marino, CFP®, CeFT®, CPFA
Founder, Transitus Wealth Partners

Moshe Milevsky, PhD
Finance Professor, Shulich School of Business at York University

Tim Steffen, CPA-PFS, CFP®, CPWA®
Director of Tax Planning, Baird

Marcia Wagner, JD
Founder, The Wagner Law Group

Sponsors & Partners

2022 Sponsors and Partner


• Equitable
• Finance of America