Experience 2026 — Fort Lauderdale, FL
We’ll be attending this spring’s Experience conference, an exclusive gathering of top wealth and investment management professionals. Over two days, advisors, thought leaders, and industry specialists come together to trade ideas, sharpen skills, and stay ahead of what’s changing in our field.

This event is built for CIMA®, CPWA®, and RMA® practitioners, with sessions focused on advanced portfolio construction, high-net-worth and ultra-high-net-worth planning, and the evolving landscape of retirement strategy.

We show up to stay current, stay connected, and bring back the insight that strengthens the work we do for our clients at Vintage.

The Investments & Wealth Institute, Vintage Financial Partners, and LPL Financial operate independently.