Our LIVE Wealth Ecosystem Conference
Synchronizing with the Wealth Ecosystems of Families and Businesses.
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".
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
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
John A. Warnick, J.D.
Purposeful Planning Institute
Jacqui Jenkins, CTFA
First State Trust Company
Chad Azara, MBA, AIF
SVP - Strategic Sales Initiatives
Howard Neiswender, J.D, LL.M.
Sirote & Permutt, PC
National Practice Director
BDO Alliance USA
Jeff Bae, J.D., CVA
Valuation Services, Inc.
Andrew Altfest, CFP
CEO & Founder
Joseph P. Ujobai
Chief Executive Officer
Alternative Investment Exchange
** 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.