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

Includes 12 Hrs. of CE/CLE

    

Dates and Times:

Sept 30th:       Welcoming Reception: 5:00 - 7:00

Oct 1st:       Breakfast: 8:00 - 8:30

Sessions: 8:30 - 6:00

Reception: 5:00 - 7:00

Oct 2nd:       Breakfast: 7:30 - 8:30

Sessions: 8:30 - 12:00

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: 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.

Dates

*Subject to change
** Holiday Schedule

Program

Speaker

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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