Strategy Forum 2024

Chicago, IL
September 30 - October 2, 2024

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"So incredibly relevant and useful and keeps us 'current' on evolution in this constantly deepening field of expertise."

Elite Member

Pricing Information

Early-Bird Pricing

$1295

*$1495 after September 2, 2024

Registration includes:

  • Access to all sessions. Up to 14.5 premier CE credits.

  • 1 networking reception, 2 networking breakfasts, 1 networking lunch

  • Access to all recorded sessions on-demand

*Non-members receive complimentary IWI membership

Signature Member Registration

25% off regular rate

*Discount applied automatically at checkout

Signature Registration Includes:

  • Access to all sessions. Up to 14.5 premier CE credits.

  • 1 networking reception, 2 networking breakfasts, 1 networking lunch

  • Access to all recorded sessions on-demand

Elite Member Registration

40% off regular rate

*Discount applied automatically at checkout

Elite Registration Includes:

  • Access to all sessions. Up to 14.5 premier CE credits.

  • 1 networking reception, 2 networking breakfasts, 1 networking lunch

  • Access to all recorded sessions on-demand

  • Welcome gift

  • VIP activity/event TBA

Unable to attend in-person? Register for On-Demand and receive access to select Best-Of sessions.


YOUR PURCHASE IS PROTECTED | With our purchase guarantee in place, you can be confident in booking with us. Cancellation/Transfer Policy—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 September 9, 2024. A 30-percent cancellation fee will be applied for cancellations received between September 10 and 25, 2024. Investments & Wealth Institute is unable to provide refunds or transfer registration fees to another event after September 25, 2024, or for no-shows. However, you will have access to all recorded sessions through October 14, 2025. 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.