Press Release

Investments & Wealth Institute Announces Agenda for Lifecycle Planning Virtual Conference

–News Direct–

The Investments & Wealth Institute (IWI), has announced the agenda and lineup of speakers for the Lifecycle Planning Virtual Conference , its inaugural virtual event that primarily features five thought leader panels comprised of cutting-edge practitioners, as well as industry and academic experts who will identify and address the unique financial planning and wealth management opportunities that impact individuals and families at different stages in the human lifecycleranging from early career professionals to those who are well into their retirement.

While there are so many great conference and online education experiences out there, I have yet to come across one that is purposefully designed to walk attendees through the unique planning opportunities that are available to individuals and families at every life stage. We often focus on strategies that are tied to income and net worth and miss out on the nuanced needs of clients based on where they are in their careers and what major life events are of most importance to them. said Dr. Ross Riskin, DBA, CPA/PFS, CCFC, MS Tax, and Chief Learning Officer of the Institute and who is also moderating the event. If you are deciding to work with the next generation of clients in preparation for the great wealth transfer or you have decided to focus on a particular niche of clients, this is the event for you. Not only will you learn about the latest planning strategies, you will also learn about the power of lateral thinking and how to use Smartcuts to solve the problems of the future for your clients.

Registration is now open for this one-day virtual event, which will be held Tuesday, September 19, 2023, from 9 AM to 5 PM EDT. Until September 1, registration is $195 ($395 after that date), and members of IWI who have upgraded their membership to Signature or Elite status may register at a significant discount. Another unique aspect of this event is that a portion of the proceeds will be donated to the Investments & Wealth Foundation to help advance its mission to provide scholarships for underrepresented professionals to pursue CIMA, CPWA, and RMA certifications and reduce the financial barrier to certification through scholarship.

Attendees may earn up to five IWI continuing education (CE) credits as well as up to five CFP Board CE credits (pending approval). Sessions will be recorded and available in IWIs Online Learning Center for on-demand viewing October 3, 2023 April 3, 2024.

The five thought leader panel sessions will be complemented by five interactive demos from fintech and solution providers* such as Asset-Map, Bento Engine, Private College 529 Plan, FP Alpha, and TIFIN Wealth, as well as a closing keynote presentation by Shane Snow, an award-winning tech and media entrepreneur, journalist, and global explorer. Details on the events full agenda of sessions and speaker lineup are included below.

Lifecycle Planning: What Goes Around Comes Around

September 19, 2023, 9:00 AM 5:00 PM EDT


9 AM 10 AM EDT – Event Opening Remarks/Planning for Early Career Professionals (Ages 20 30):

  • Implementing a budgeting system and process for setting goals

  • Evaluating student loan repayment strategies (federal and private loans)

  • Implementing risk management strategies as a young professional (life, disability, health)

Panelists include Dr. Stuart Heckman, PhD, CFP (Texas Tech University), Akeiva Ellis, CPA/PFS, CFP, ChSNC (The Bemused), and Heather Jarvis, JD (Heather Jarvis Student Loan Expert).

10:30 AM 11:30 AM EDT – Planning for Mid-Career Professionals (Ages 31 40):

  • Sequential vs simultaneous goal investing

  • Prioritizing savings and investment vehicles (401(k) vs Roth vs 529 Plan vs emergency account)

  • Planning for fertility treatments and starting a family later in life

  • Transitioning from public school to private grade school (K-12)

  • Balancing career opportunities with family responsibilities (from promotions to parenting)

Panelists include Dr. Benjamin Cummings, PhD, CFP (Utah Valley University), Erin Wood CFP, CRPC, FBS (Carson Group), and Jamie Bosse, CFP, RFP, CCFC (Aspyre Wealth Partners).

12:00 PM 1:00 PM EDT – Planning for Established Career Professionals (Ages 41 50):

  • Strategic distribution planning for higher education expenses (529 Plan vs CESA vs brokerage account vs loans)

  • Managing the behavioral and emotional side of being in the sandwich generation

  • Changing careers and establishing side gigs/hustles

  • Divorce planning and 2nd marriage considerations

Panelists include Dr. Ross A. Riskin, DBA, CPA/PFS, CCFC, MS Tax (Investments & Wealth Institute), Dr. Brianne Smith, PhD, CPA/PFS (RFG Advisory), and Joe Messinger, CFP, ChFC, CLU, CCFC (College Capstone Partners).

1:30 PM 2:30 PM EDT – Planning for Late Career Professionals (Ages 51 70):

  • Planning opportunities for late career professionals before retirement (catch-up contributions)

  • Healthcare considerations and options for those in transition into retirement (from employer plan to Medicare)

  • Implementing the guardrail strategy to manage spending in retirement

  • Developing a plan that encourages clients to enjoy spending in retirement

Panelists include Dr. David Blanchett, PhD, CFA (PGIM), Dana Anspach, CFP, RMA (Sensible Money, LLC), and Oscar Vives Ortiz, CPA/PFS, CFP (PNC Bank).

3:00 PM 4:00 PM EDT – Planning for Retirees (Ages 70 +):

  • Social Security claiming strategies and RMD planning opportunities

  • Effectively leveraging home equity in retirement and as part of a long-term care plan

  • Creating an aging plan and protecting against bad advice, fraud, and theft

Panelists include Dr. Stephanie Moulton, PhD (Ohio State University), Bob Powell, CFP (MarketWatch), and Marcia Mantell, RMA (Mantell Retirement Consulting, Inc.).

4:30 PM 5:00 PM EDT – Smartcuts for Thinking Differently, Closing Keynote Presentation by Shane Snow:

Breakthrough ideas and problem solving happens when we rethink conventional wisdom. But how do you train yourselfor your organizationto think differently? How do you foster an environment where its safe to do so, where forward progress can thrive without destroying your business? How do the worlds most clever companies manage to not only endure change, but harness it to climb to new heights? How do rocket makers and childrens hospitals stay alive in the face of market shifts and competitive challenges? What can established businesses learn from revolutionaries, crazy geniuses, and crackpot comedians to help manage changes big and small?

*Event sponsorship opportunities are still availableplease contact Michael Mastey, Director of Sales, at 1-917-536-3639 or at for more information.


For more information, contact Allison Edmondson, Communications, Investments & Wealth Institute, at 1-303-850-3207 or at

About the Investments & Wealth Institute

Founded in 1985, the Investments & Wealth Institute is the premier professional association, education provider, and standards body for financial advisors. Through its award-winning events, publications, courses, and acclaimed certifications Certified Investment Management Analyst (CIMA), Certified Private Wealth Advisor (CPWA), and Retirement Management Advisor (RMA) the Institute delivers Ivy league-quality, highly practical education to more than 20,000 practitioners annually in over 40 countries. Members of the Institute include the industry's most successful investment consultants, advanced financial planners, and private wealth managers who embrace excellence and ethics in applying a broad set of knowledge and skills in their daily work with clients.

Contact Details

Allison Edmondson

+1 303-850-3207

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