The Fall Wealth Blueprinting Conference

Synchronizing With The Ecosystems Of Wealthy Families

Utilizing Family Wealth Hub Dashboard Engineering

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


Includes 12 Hrs. of CE/CLE


Dates and Times:

October 21st:       Welcoming Reception: 5:00 - 7:00

October 22nd:       Breakfast: 8:00 - 8:30

Sessions: 8:30 - 6:00

Reception: 5:00 - 7:00


October 23rd:       Breakfast: 7:30 - 8:30

Sessions: 8:30 - 4:00




Renaissance Orlando International Airport Hotel

5445 Forbes Pl, Orlando, FL 32812


Fusion Power Teleconference Series Schedule

(dates and topics subject to change)

  Web Casts now begin promptly at: Eastern: 12:00PM, Central: 11:00AM, Mountain: 10:00AM, Pacific: 9:00 AM,   

  unless otherwise stated. All programs are 45 minutes in duration.


  Please Register or Call for the teleconference number and appropriate passwords.


*Subject to change
** Holiday Schedule



3/1/18 Comprehensive Wealth Management Marketing Solutions -

Alan Gross - GSM Marketing

3/29/18 Captive Insurance Dynamics -

Mark Sims, CMO - Captive Alternatives

4/19/18 Tax Qualified Plan Design -

Jeff Feld, CPA - Principal of Alliance Pension Consultants

5/17/18 Enhancing Cash Management Capabilities -

Tom Nelson - Chief Investment Officer for Reich & Tang

6/14/18 Innovation within the Financial Services Industry -

Bill Hortz, CEO - Innovation Development

9/20/18 Embedding Trust Services into your Firm -

Greg Crawford, TED, CFP, CEO - Alliance Trust Services

10/04/18 Dynamic Tax Qualified Planning

Jeff Feld, CEO - Alliance Pension Consultants

10/11/18 Fuse Private Banking Into Your Practice -

James Sekel, SVP - TriState Capital Bank


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