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
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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 Podcast Series
(dates and topics subject to change)
Podcasts 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 Podcast number and appropriate passwords.
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Dates *Subject to change |
Program Archive |
Special Guest |
| 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 |
| 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 |
E-mail: This email address is being protected from spambots. You need JavaScript enabled to view it.