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

 

Regular Registration: $999

Early Bird Registration: $799

Includes 10 Hrs. of CE/CLE

    

Dates and Times:

October 21st:       Welcoming Reception: 6:00

October 22nd:       Breakfast: 7:30 - 8:30

Sessions: 8:30 - 6:00

Reception: 6:00 - 8:00

 

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

Sessions: 8:30 - 4:00

Conclusion

 

Location:

Renaissance Orlando International Airport Hotel

5445 Forbes Pl, Orlando, FL 32812

Website

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.

Dates

*Subject to change
** Holiday Schedule

Program

Speaker

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

7/26/18 Neutralizing "ROBO" with Six Dimensional Asset Management

Phil Kosmala, CEO - Taiber Kosmala and Associates

8/30/18 Engineering your Advisory Operations Dashboard on an open-architecture basis

Ryan Borer, CEO - Advisor OS

9/6/18 Fuse Private Banking Into Your Practice

James Sekel, SVP - TriState Capital Bank

9/20/18 Embedding Trust Services into your Firm

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

 

E-mail: This email address is being protected from spambots. You need JavaScript enabled to view it.