The Spring 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

 

Includes 12 Hrs. of CE/CLE

    

Dates and Times:

March 24th:       Welcoming Reception: 5:00 - 7:00

March 25th:       Breakfast: 8:00 - 8:30

Sessions: 8:30 - 6:00

Reception: 5:00 - 7:00

 

March 26th:       Breakfast: 7:30 - 8:30

Sessions: 8:30 - 4:00

Conclusion

 

Location:

Safety Harbor Resort

105 North Bayshore Dr., Safety Harbor, FL 34695

Website

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.

Dates

*Subject to change
** Holiday Schedule

Program

Speaker
3/29/18 Captive Insurance Dynamics -

Mark Sims, CMO - Captive Alternatives
4/19/18 Tax Qualified Plan Design -

Jeff Feld, CPA - Principal of Alliance Pension Consultants
5/17/18 Enhancing Cash Management Capabilities -

Tom Nelson - Chief Investment Officer for Reich & Tang
6/14/18 Innovation within the Financial Services Industry -

Bill Hortz, CEO - Innovation Development
9/20/18 Embedding Trust Services into your Firm -

Greg Crawford, TED, CFP, CEO - Alliance Trust Services
10/11/18 Fuse Private Banking Into Your Practice -

James Sekel, SVP - TriState Capital Bank
12/6/18 Year End Tax Planning For HNW Families -

Howard Neiswender, Shareholder - Sirote & Permutt, PC
1/10/19 Workshop Marketing in the Digital Age

Dean Thurman, CEO - White Glove Workshops
1/24/19 Managing Property & Casualty Risk For Pro Athletes and Entertainers

James Convertino, Director - McGowen PAE Division

 

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