"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
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Firms Learn To Install New Strategies Syncing their "practice ecosystems" with the "wealth ecosystems" of their HNW families and businesses. |
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Advisors Learn To Deploy New Tactics Evolving their "Centers of Gravity" from "AUM/Product Provider" to "Holistic Fee-Based Solutions Provider". |
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
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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
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Explore The Wealth Ecosystem Dashboard Wealth Advisory Harmonized With Wealthtech
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Utilizing The OpenOption Practice EngineeringTM Sandbox "Recalibrate your practice ecosystem to enhance success"
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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
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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 |
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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
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** 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.