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Registration

2024 Forum Registration Fees IAA Investment Adviser Member* Additional Persons From Same Firm** Investment Adviser Non-Member***
$300 $200 $500

Registration is now closed.

*Individuals employed by an IAA member (fiduciary investment adviser) in good standing, both at the time of registration and on the date of the event, are eligible to receive the appropriate discounted member rate. IAA Associate Members interested in attending the conference may contact Alex Ioannidis at alex.ioannidis@investmentadviser.org to discuss participation.

**First individual pays full applicable registration fee. Each additional registrant from the same firm receives a $100 discount. Contact Lisa Gillette at lisa.gillette@investmentadviser.org for details.

*** Individuals employed by non-IAA member fiduciary investment adviser firms are eligible to register at these rates. Non-member service providers interested in attending the conference may contact Alex Ioannidis at alex.ioannidis@investmentadviser.org to discuss participation.

 

Cancellation and Substitution Policy

We understand that unexpected circumstances may force a registrant to cancel. Cancellations must be received in writing, via email or post. There will be a $50 cancellation fee assessed if cancellation is received prior to September 5, 2024. There are no refunds for any cancellation received on or later than September 6. Substitutions may be made at any time, in writing, at no additional fee. Cancellations will be processed within two weeks after the event.

 

IAA Event Policies

Registration and attendance at, or participation in, IAA events constitutes an agreement by the registrant to comply with IAA event policies.

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