The Fall Wealth Engineering Conference

Synchronizing more effectively with the Ecosystems of wealthy families and their businesses

For Managers of Complex Family and Business Wealth

Multi-Family Offices • Wealth Managers • Attorneys • CPAs

Investment & Insurance Professionals • M&A Firms

October 6th: Welcoming Reception: 5:00 - 7:00

October 7th:   Breakfast: 8:00 - 8:30

Sessions: 8:30 - 5:00

Reception: 5:00 - 7:00

October 8th:  Breakfast: 8:00 - 8:30

Sessions: 8:30 - 12:00 

Conclusion

 

 

Regular Registration: $999

$799 Early Bird Registration Thru July 1st

Earn 12 Hours of Continuing Education: Includes Course Notebook

 

Safety Harbor Resort

105 North Bayshore Dr., Safety Harbor, FL 34695    website

For Reservations: Call: 888-237-8772 - Refer to "The Wealth Engineering Conference"

 

                    


 

   Early Bird Registration: $799