The 17th Annual Wealth Blueprinting Conference

Synchronizing With The Ecosystems Of Wealthy Families

Utilizing Family Wealth Hub Dashboard Engineering

 Harvest more HNW Clients  •  Maximize Profitability  •  Redefine Beat Practices  •  Re-Imagine Technology


Tuition: $799


Includes 10 Hrs. of CE/CLE


Dates and Times:

May 2nd:       Welcoming Reception: 6:00

May 3rd:       Breakfast: 7:30 - 8:30

Sessions: 8:30 - 6:00

Reception: 6:00 - 8:00


May 4th:       Breakfast: 7:30 - 8:30

Sessions: 8:30 - 4:00




Innisbrook Resort - Tampa Bay

36750 US Hwy 19 N, Palm Harbor, FL 34683

Fusion Power Teleconference Series Schedule

(dates and topics subject to change)

  Web Casts now begin promptly at: Eastern: 12:00PM, Central: 11:00AM, Mountain: 10:00AM, Pacific: 9:00 AM,   

  unless otherwise stated. All programs are 45 minutes in duration.


  Please Register or Call for the teleconference number and appropriate passwords.


*Subject to change
** Holiday Schedule



4/27/17   Enhancing Money Market Rates - 

 Jay Stillman, CMO - CDC Deposits Corporation

5/25/17   Utilizing Property Appraisal Solutions Effectively -

 Karl Finkelstein, CMO of Valbridge Property Advisors

9/21/17 Your Turnkey Donor Advised Fund Solution -

John Coogan, President - Stellar Technologies

10/5/17 The Ultimate Alternative Assets Solution Platform -

Eric Knauss, CFA - Chief Executive Officer of Proteus, LLC

2/22/18 Medicare Guidance Software -

Diane Omdahl, CEO - I-65

3/1/18 Comprehensive Wealth Management Marketing Solutions -

Alan Gross - GSM Marketing

3/29/18 Captive Insurance Dynamics -

Mark Sims, CMO - Captive Alternatives

4/5/18 Enhanced Liquidity Rates

Tom Nelson, CIO - Reich & Tang

4/19/18 Tax Qualified Plan Design

Jeff Feld, CPA - Principal of Alliance Pension Consultants

5/24/18 Fuse Private Banking Into Your Practice

James Sekel, SVP - Private Banking at TriState Capital Bank

Phone: 727-935-5815   Toll Free: 1-888-884-3332

E-mail: This email address is being protected from spambots. You need JavaScript enabled to view it.