Our LIVE Wealth Ecosystem Conference

Synchronizing with the Wealth Ecosystems of Families and Businesses.

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 wealthtech with sound engineering principles"

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

Firms Learn To Install Strategies

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


Advisors Learn To Deploy 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 Firms • Financial & Estate Planners

Earn Twelve Hours of Continuing Education 


March 7th thru March 9th

March 7th - Welcoming Reception Only


Safety Harbor Resort - Tampa Bay

Registration Fee

Early Bird: $799 - Ends December 31st - Regular: $999

Utilizing The OpenOption Practice EngineeringTM Sandbox

"Recalibrate your practice ecosystem to enhance success"

Explore The Wealth Ecosystem Dashboard

Wealth Management Harmonized With Wealthtech

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

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.


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.


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

    ** 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.