The Fall Wealth Engineering 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: 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.
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Dates *Subject to change |
Program |
Speaker |
| 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 |
| 9/20/18 | Embedding Trust Services into your Firm - |
Greg Crawford, TED, CFP, CEO - Alliance Trust Services |
| 6/14/18 | Innovation within the Financial Services Industry - |
Bill Hortz, CEO - Innovation Development |
| 5/17/18 | Enhancing Cash Management Capabilities - |
Tom Nelson - Chief Investment Officer for Reich & Tang |
| 4/19/18 | Tax Qualified Plan Design - |
Jeff Feld, CPA - Principal of Alliance Pension Consultants |
| 3/29/18 | Captive Insurance Dynamics - |
Mark Sims, CMO - Captive Alternatives |
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