THE SPRING WEALTH ENGINEERING CONFERENCE

Harvest More HNW Clients • Maximize Profitability • Redefine Best Practices • Re-Imagine Technology

 

                    


Preliminary Agenda - Up To 12 Hours of Continuing Education

Subject to Change

“Fortify your client value proposition by fusing new services and products into your offering, creating fresh revenue and profit silos
and enhancing client acquisition and retention . . . all while insulating your firm from unforeseen, uncontrollable outside forces”

 

Sunday, March 24

5:00 - 7:00 Welcoming Reception — Hosted By NES Financial
Monday, March 25
8:00 - 8:30 Breakfast — Hosted By White Glove Workshops
8:30 - 10:00 Kick-Off — Blueprinting the wealth management firm of the future - Revelations Nick Gregory ▪ CEO of The Wealth Engineering Institute
10:00 - 10:15 Break — Hosted By Totum Risk  
10:15 - 11:00 The dynamics of managing real estate for HNW clients Michael Scherer ▪ VP of RCX Capital Group
Camille Renshaws ▪ CEO of B+E
11:00 - 11:45 The qualified opportunity zone frontier Jeff Drinkwater ▪ VP of NES Financial
11:45 - 1:00 Lunch — Hosted By BDO  
1:00 - 1:45 Business Transition ▪ Estate Planning ▪ Asset Protection Howard Neiswender, J.D., LL.M. ▪ Sirote & Permutt, PC
1:45 - 2:00 Break — Hosted By TriState Capital Bank  
2:00 - 2:45 The future of investment risk analysis Larry Shumbres ▪ CEO of Totum Risk
2:45 - 3:30 Engineering self insured medical plans and other benefits for small businesses Steve Rasnick ▪ CEO of 90 Degree Benefits
3:30 - 4:15 Utilizing the BDO Advisory Services Platform Tom Takasaki ▪ Director of the BDO Business Resource Network
4:15 - 5:00 Fee only and private placement life insurance and annuity structures for the HNW Matt Meyer ▪ Managing Partner of The BluePrint
Alan Jahde ▪ CEO of Investors Preferred Life
5:00 - 7:00 Reception — Hosted By Sirote and Permutt  

Tuesday, March 26

 
8:00 - 8:30 Breakfast — Hosted By LS Hub  
8:30 - 9:15 The OneTouch360 wealth management dashboard with “snap-on” practice tooling Nick Gregory ▪ CEO of The Financial Engineering Institute
9:15 - 10:00 Converting “taxable capital” into “charitable capital“ - Planned Giving Redefined
Key Tools: CGAs, DAFs, CLTs, CRTs, PIFs, Endowments
Nick Gregory ▪ CEO of The Charitable Capital Design Center
10:00 - 10:15 Break — Hosted By RCX Capital Group / Ensenia  
10:15 - 11:00 Integrating private banking solutions into your practice James Sekel ▪ SVP of Private Banking at TriState Capital
11:00 - 11:45 Innovation within the wealth management arena Bill Hortz ▪ CEO of Innovation Development
11:45 - 1:00 Lunch — Hosted By Innovation Development  
1:00 - 1:45 Longevity capital planning utilizing life settlement design Stephen Jass ▪ Managing Partner of LS Hub
1:45 - 2:00 Break — Hosted By The Blueprint  
2:00 - 2:45 Utilizing digital channels to drive education workshops David New ▪ Marketing VP of White Glove Workshops
2:45 - 3:00 Wrap-Up — The Shape of Things To Come
▪ The OneTouch360 Family Wealth Dashboard with “snap-on” practice tooling
▪ Encasing your practice and clients in military grade SDP cyber security
Nick Gregory ▪ CEO of The Financial Engineering Institute