2019 Annual Conference Experience

Date: Sunday, 5 May 2019 – Thursday 8 May 2019
Location: ARIA Resort & Casino, Las Vegas, NV

The Annual Conference Experience—ACE is I&WI’s flagship event and the largest conference for financial advisors in the world.

The Investments & Wealth Institute is a professional association, advanced education provider, and standards body for financial advisors, investment consultants, and wealth managers who embrace excellence and ethics.

At I&WI’s forthcoming annual conference, TIIP President and COO, William Burckart will be hosting the workshop: The Fundamentals of Sustainable Investing. During this session, Burckart will be providing an overview of a new guide from TIIP and the Money Management Institute (MMI) that helps financial advisors (FAs) to effectively integrate sustainable investment into their practices.

The guide, titled “Fundamentals of Sustainable Investment: A guide for financial advisors”, addresses pervasive industry myths about sustainable investing; disentangles the complicated web of vocabulary used to describe the approach; and provides practical recommendations on how to help clients fulfill their sustainable investing goals. See more on the guide here. Register for the ACE conference below.

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