"Your Launch Pad for Future-Proofing Your Practice in this New Age"

Neutralize the continuous tsunami of adversaries

Conference Focus

More than 10.5 Million Families and Businesses with Net Worth's Exceeding $1 Million


Transform Into A New Wealth Management Dimension - Magnify Success

Rejuvenate The Contours Of Your Firm - Become More Agile

"Fusing advanced knowledge, services, products and wealth tech with sound engineering principles"

In a Sea of Sameness - Brand • Position • Differentiate - Create An Unfair Advantage

Modernize Your Wealth Advisory Platform

Firms Learn To Install New Strategies

Syncing their "practice ecosystems" with the "wealth ecosystems" of their HNW families and businesses.

 

Advisors Learn To Deploy New Tactics

Evolving their "Centers of Gravity" from "AUM/Product Provider" to "Holistic Fee-Based Solutions Provider".

Agenda     Registration     Speakers     Sponsors     Hotel & Travel

Who Should Attend

Multi-Family Offices Insurance & Investment Professionals • Retirement Planners

Wealth Management Firms Legal & Accounting Practices • Financial & Estate Planners

Earn Twelve Hours of Continuing Education

Appropriate COVID Safety Protocols Will Be Followed

When

May 16th thru May 18th

May 16th - Welcoming Reception Only

 

Where

Safety Harbor Resort - Tampa Bay

Registration Fee

Early Bird: $499 - Ends February 16th - Regular: $699


Explore The Wealth Ecosystem Dashboard

Wealth Advisory Harmonized With Wealthtech

Utilizing The OpenOption Practice EngineeringTM Sandbox

"Recalibrate your practice ecosystem to enhance success"


Engage More HNW Clients  •  Redefine Best Practices  •  Re-Imagine Open-Architecture Wealth-Tech

Introducing the Wealth Advisory Transformation PowerTool Kit

• Engineer your OneTouch360 Wealth Engineering Dashboard with “snap-on” practice tooling technology •

• Encase your practice and clients in dense cyber security •

Nationally Renowned Experts Unveiling Hands-On, Cutting-Edge Knowledge

Selected Presenters

John A. Warnick, J.D.

Founder

Purposeful Planning Institute

Jacqui Jenkins, CTFA

Managing Director

First State Trust Company

Chad Azara, MBA, AIF

SVP - Strategic Sales Initiatives

PCS Retirement

Howard Neiswender, J.D, LL.M.

Shareholder

Sirote & Permutt, PC

Robert Merl

National Practice Director

BDO Alliance USA

Jeff Bae, J.D., CVA

Managing Director

Valuation Services, Inc.

Andrew Altfest, CFP

CEO & Founder

FP Alpha

Joseph P. Ujobai

Chief Executive Officer

Alternative Investment Exchange

 

Conference Partners

       

 Tri State Capital

lshub sirote
sirote
   

    ** The Financial Engineering Institute is the governing body and grantor of the Chartered Family Wealth Advisor designation.

* Exerts From A Research Report Published By Spectrem Group.