THE FALL 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, October 6

5:00 - 7:00 Welcoming Reception — Hosted By BDO Alliance USA
Monday, October 7
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 TBD TBD
11:00 - 11:45 The qualified opportunity zone frontier Reid Thomas ▪ EVP of NES Financial
11:45 - 1:00 Lunch — Hosted By NES Financial  
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 Reverse Mortgage Design Myths Harlan Accola, CSA ▪ Director of Fairway Reverse Mortgages
4:15 - 5:00 Fee only and private placement life insurance and annuity structures for the HNW Matt Meyer ▪ Managing Partner of The BluePrint
5:00 - 5:45 BDO Alliance USA Platform Summary Robert Merl ▪ National Director of BDO Alliance USA
6:00 - 8:00 Reception — Hosted By Sirote and Permutt  

Tuesday, October 8

 
8:00 - 8:30 Breakfast — Hosted By LS Hub  
8:30 - 9:00 Longevity capital planning utilizing life settlement design Stephen Jass ▪ Managing Partner of LS Hub
9:00 - 9:30 Utilizing digital channels to drive education workshops David New ▪ Marketing VP of White Glove Workshops
9:30 - 9:45 Break — Hosted By The Blueprint  
9:45 - 10:15 Integrating private banking solutions into your practice James Sekel ▪ SVP of Private Banking at TriState Capital
10:15 - 10:45 Innovation within the wealth management arena Bill Hortz ▪ CEO of Innovation Development
10:45 - 11:15 TBD TBD
11:15 - 12:00 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