THE FALL FAMILY WEALTH CONFERENCE

Harvest More HNW Clients • Maximize Profitability • Redefine Best Practices • Re-Imagine Technology

 

                    


Preliminary Agenda - Up To Ten Hours of Continuing Education

Subject to Change

“Fortify your client value proposition by fusing new services and products into your offering, creating fresh revenue and profit silos
and enhancing client acquisition and retention . . . all while insulating your firm from unforeseen, uncontrollable outside forces”

 

Sunday, October 21

5:00 - 7:00 Welcoming Reception — Hosted By Alliance Trust Company
Monday, October 22
8:00 - 8:30 Breakfast — Hosted By White Glove Workshops
8:30 - 10:00 Kick-Off — Blueprinting the wealth management firm of the future - Revelations Nick Gregory ▪ CEO of The Financial Engineering Institute
10:00 - 10:15 Break — Hosted By Totum Risk  
10:15 - 11:00 Neutralizing “Robo” with the dynamics of six-dimensional asset management Brent Burns, MBA ▪ CEO of Asset Dedication
11:00 - 11:45 Constant Innovation Breeds Obsolescence - Avoid getting trapped in obsolete programs Bill Hortz ▪ Founder of the Institute of Innovation Development
11:45 - 1:00 Lunch — Hosted By McGowan PAE  
1:00 - 2:30 Converting “taxable capital” into “charitable capital“ - Planned Giving Redefined
Key Tools: CGAs, DAFs, CLTs, CRTs, PIFs, Endowments
John Coogan ▪ President of Stellar Technology Solutions
Kyle Gregory ▪ President of Give Back Nation
2:30 - 2:45 Break — Hosted By TriState Capital Bank  
2:45 - 3:30 The future of investment risk analysis Larry Shumbres ▪ CEO of Totum Risk
3:30 - 4:15 Captive insurance company design within business structures Mark Sims ▪ CMO of Captive Alternatives
4:15 - 5:00 The OneTouch360 wealth management dashboard with “snap-on” practice tooling Nick Gregory ▪ CEO of The Financial Engineering Institute
5:00 - 7:00 Reception — Hosted By Inertia  

Tuesday, October 23

 
8:00 - 8:30 Breakfast — Hosted By Institute of Innovation Development  
8:30 - 9:15 Estate migration design techniques coupled with asset protection power tools Greg Crawford ▪ CEO of Alliance Trust Company
9:15 - 10:00 Business Valuation - ESOPs ▪ Transition ▪ Estate Planning Will Rodriquez, CPA, ABV, CVA ▪ CEO and Founder of Valuation Advisory Services
10:00 - 10:15 Break — Hosted By Reich & Tang  
10:15 - 11:00 Integrating private banking solutions into your practice James Sekel ▪ SVP of Private Banking at TriState Capital
11:00 - 11:45 Blending property and liability risks into Wealth Engineering Jim Convertino ▪ Director of McGowan PAE
11:45 - 1:00 Lunch — Hosted By Asset Dedication  
1:00 - 1:45 Enhancing cash management capabilities Walter Cotumaccio ▪ CMO of Reich & Tang
1:45 - 2:00 Break — Hosted By Captive Alternatives  
2:00 - 2:45 Utilizing digital channels to drive education workshops Lara Galloway ▪ Dev. Director of White Glove Workshops
2:45 - 3:30 Engineering long term care risk for HNW Clients Michael Padawer ▪ CEO of Inertia
3:30 - 3:50 The future of health care for family businesses Terry Chesser ▪ CEO of U.S. Advisors
3:50 - 4:00 Wrap-Up — The Shape of Things To Come
▪ The OneTouch360 Family Wealth Dashboard with “snap-on” practice tooling
▪ Encasing your practice and clients in military grade SDP cyber security
Nick Gregory ▪ CEO of The Financial Engineering Institute