The Family Wealth Ecosystem Conference
Synchronizing With The Ecosystems Of Wealthy Families
• Utilizing Family Wealth Hub Dashboard Engineering
• Harvest more HNW Clients • Maximize Profitability • Redefine Best Practices • Re-Imagine Technology
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Includes 12 Hrs. of CE/CLE |
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Dates and Times: |
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Location: |
Safety Harbor Resort 105 North Bayshore Dr., Safety Harbor, FL 34695 |
Fusion Power Teleconference Series Schedule
(dates and topics subject to change)
Web Casts now begin promptly at: Eastern: 11:00AM, Central: 10:00AM, Mountain: 9:00AM, Pacific: 8:00 AM,
unless otherwise stated. All programs are 45 minutes in duration.
Please Register or Call for the teleconference number and appropriate passwords.
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Dates *Subject to change |
Program |
Speaker |
| 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 |
| 8/13/20 | Introducing The AdvisorLAB® – Powered By PCS - |
Chad Azara MBA, AIF - SVP of Strategic Sales Initiatives at PCS Retirement |
| 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 |
| 5/28/20 | Creative Tax Engineering In Uncertain Times - |
Howard W. Neiswender, J.D., LL.M., CFP, TEP, CEPA - Shareholder of Sirote and Permutt, PC |
| 5/14/20 | Embedding Social Security Advisory and Education into your Practice - |
Marc Kiner, CPA - President of Premier Social Security Consulting, LLC |
| 5/7/20 | Fusing A Holistic Turnkey Tax-Qualified Planning Platform Into Your Practice - |
Chad Azara, MBA, AIF® - SVP of Strategic Marketing at PCS Retirement |
| 3/12/20 | The Dynamics of Global Residency and Citizenship Consulting - |
Domenic Presutti - Managing Partner of Henley & Partners |
| 2/20/20 | Connecting with Regional CPA Firms across the country - |
Robert Merl - National Practice Manager of BDO CPA Alliance |
| 2/13/20 | Embedding Social Security Advisory and Education into your Practice - |
Marc Kiner, CPA - President of Premier Social Security Consulting, LLC |
| 7/24/19 | Jumbo Reverse Mortgages - The Cinderella of the Boomer Retirement Income Quandary - |
Harlan Accola - National Director of Fairway Mortgage |
| 3/7/19 | The Ultimate Investment Risk Tolerance Digital Platform - |
Larry Shumbres - CEO of Totum Risk |
| 2/21/19 | Utilize longevity capital for clients thru turnkey life settlement technology - |
Stephen Jass - Founder and CEO of LS Hub |
| 2/7/19 | The Qualified Opportunity Zone Frontier - |
Reid Thomas, EVP - NES Financial |
| 1/24/19 | Managing Property & Casualty Risk For Pro Athletes and Entertainers - |
James Convertino, Director - McGowen PAE Division |
| 12/6/18 | Year End Tax Planning For HNW Families - |
Howard Neiswender, Shareholder - Sirote & Permutt, PC |
| 10/11/18 | Fuse Private Banking Into Your Practice - |
James Sekel, SVP - TriState Capital Bank |
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