The Family Wealth Ecosystem Conference

Synchronizing With The Ecosystems Of Wealthy Families

Appropriate COVID Safety Protocols Will Be Followed

• Utilizing Family Wealth Hub Dashboard Engineering

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

Includes 12 Hrs. of CE/CLE

    

Dates and Times:

March 6th:       Launch Pad Reception: 5:00 - 7:00

March 7th:       Breakfast: 8:00 - 8:30

Sessions: 8:30 - 6:00

Reception: 5:00 - 7:00

March 8th:       Breakfast: 7:30 - 8:30

Sessions: 8:30 - 3:00

Conclusion

Location:

Safety Harbor Resort

105 North Bayshore Dr., Safety Harbor, FL 34695

Website

The Fusion Powercast Series Archive

Dates

*Subject to change
** Holiday Schedule

Program Archive

Special Guest
10/28/21 Powercast - Adding HR And Payroll Solutions To Your Offering While Increasing Revenues -

Jeff Ahola - CEO of Ahola HR and Payroll Solutions
10/27/21 Powercast - Dealing Effectively With Benefits Administration For Your Business clients -

Trey Tompkins - President and General Counsel of Admin America
10/12/21 Powercast - Engineering A Paperless Infrastructure For Alternative Investments -

Brad West - CEO of Alternative Investment Exchange
10/7/21 Powercast - Tax Engineering Strategies And Tactics Part 2 -

Howard W. Neiswender, J.D., LL.M., CFP, TEP, CEPA - Shareholder of Dentons Sirote
10/6/21 Powercast - Tax Engineering Strategies And Tactics -

Howard W. Neiswender, J.D., LL.M., CFP, TEP, CEPA - Shareholder of Dentons Sirote
6/18/21 Tax Engineering Strategies and Tactics For The New HNW Landscape -

Howard W. Neiswender, J.D., LL.M., CFP, TEP, CEPA - Shareholder of Dentons Sirote
5/20/21 The Dynamics of Partnering With CPA Firms -

Robert Merl - BRN National Practice Director - BDO USA, LLP
12/3/20 Your Paperless Infrastructure For Alternative Investments -

Brad West - CEO of Alternative Investment Exchange
11/19/20 The Power Of Securities Backed Lending -

James Sekel - Senior Vice President of Private Banking at TriState Capital Bank
10/22/20 Where Crypto Meets Modern Portfolio Theory -

Daniel Eyre - CEO and Founder of Blockchange
10/8/20 Longevity Capital - Life Insurance Settlement Design Options -

Scott Kirby - Manager Partner at Abacus Life
9/24/20 Creative Tax Engineering For Uncertain Times -

Howard W. Neiswender, J.D., LL.M., CFP, TEP, CEPA - Shareholder of Sirote and Permutt, PC
9/10/20 Bringing Specialty Tax Consulting Services To Your Business Clients -

Randy Crabtree, CPA - Co-Partner of Tri-Merit
8/27/20 Compel Deeper Generational Relationships With Trust Services -

Jacqui Jenkins, CTFA - Managing Director of First State Trust Company
7/23/20 Partnering With CPA Firms To Expand Your Practice -

Robert Merl - BRN National Practice Director - BDO USA, LLP
7/9/20 Business Valuation Services Attract Business Clients -

Jeff Bae, JD, CVA - Managing Director of Valuation Services
6/18/20 Creative Tax Engineering In Uncertain Times - Part II -

Howard W. Neiswender, J.D., LL.M., CFP, TEP, CEPA - Shareholder of Sirote and Permutt, PC
6/4/20 Residency And Citizenship Planning For HNW Families -

Mehdi Kadiri - Global Business Development Executive for Henley & Partners
 

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