Inclusive Marketing Symposium

December 8, 2021 | 1-4 PM ET
Complimentary admission | Open to members and non-members | Press allowed

Join us virtually for the Inclusive Marketing Symposium sponsored by the Insured Retirement Institute (IRI) and MMI.

The symposium will present a deep dive into the responsibility marketers have in shaping larger diversity and inclusion conversations as well as the structural changes teams can make to establish inclusivity as a lasting, functional pillar rather than a fad.

The speakers will discuss how inclusive branding that elevates the stories and voices of people who have been marginalized or underrepresented is crucial to connecting with diverse audiences, increasing market share, and creating positive social change in the world.

Additional Information



Hosted by   

Sponsorship Opportunities

The Inclusive Marketing Symposium offers exposure to leaders from across the advisory and retirement income supply chain and allows the opportunity for valuable recognition, visibility, and branding. A number of high-profile sponsorship opportunities are available.

CE Credits

Investments & Wealth Institute® has accepted the Inclusive Marketing Symposium for 3.0 hours of CE credit towards the CIMA®, CPWA®, CIMC®, and RMA® certifications.

Cancellation/Transfer Policy

Due to the nature of this event, no refunds or credits will be granted for cancelled registrations and no registration transfers will be permitted.

MMI Conference Code of Conduct/Antitrust Guidelines and Compliance Policy

Money Management Institute (MMI) conferences and events provide an opportunity for MMI members and other industry participants to come together for educational and networking purposes. Inappropriate behavior, such: as possible illegal conduct; use of derogatory or discriminatory language, gestures or actions; verbal or physical abuse of any type, unwanted advances or invasions of privacy; or any activity that might be construed as harassment, racism, or sexism, is unacceptable and will not be tolerated.

If you aware of, or are involved in an incident, at an MMI conference or event that violates this Code of Conduct, please contact MMI immediately. MMI will promptly and confidentially investigate any reported activities and take appropriate action.

Please also familiarize yourself with the MMI Antitrust Guidelines and Compliance Policy.


Attendee Registration Contact: or (646) 868-8500

Fees & Billing Contact:
Samantha Lustig or (646) 868-8516

Sponsor Opportunities Contact:
Shani Armon or (202) 469-3037