THE FALL FAMILY WEALTH CONFERENCE

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

 

                    


Preliminary Agenda - Up To Ten 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 21

5:30 - 7:30 Welcoming Reception — Hosted By Alliance Trust Company
Monday, October 22
7:00 - 8:30 Breakfast — Hosted By Advisor OS
8:30 - 10:00 Kick-Off — Blueprinting the wealth management firm of the future - Revelations Nick Gregory ▪ CEO of The Financial Engineering Institute
10:00 - 10:15 Break — Hosted By Totum Risk  
10:15 - 11:00 Neutralizing “Robo” with the dynamics of six-dimensional asset management Phil Kosmala ▪ CEO of Taiber Kosmala
11:00 - 11:45 Constant Innovation Breeds Obsolescence - Avoid getting trapped in obsolete programs Bill Hortz ▪ Founder of the Institute of Innovation Development
11:45 - 1:00 Lunch — Hosted By Taibler Kosmala and Associates  
1:00 - 1:45 Converting “taxable capital” into “charitable capital“ - A paradigm shift John Coogan ▪ President of Stellar Technology Solutions
1:45 - 2:30 Transitioning business ownership coupled with compensation engineering Nick Gregory ▪ CEO of The Financial Engineering Institute
2:30 - 2:45 Break — Hosted By TriState Capital Bank  
2:45 - 3:30 The future of investment risk analysis TBA - Totum Risk
3:30 - 4:15 Captive insurance company design within business structures Mark Sims ▪ CMO of Captive Alternatives
4:15 - 5:00 The OneTouch360 Wealth Management Dashboard with “snap-on” practice tooling Ryan Borer ▪ President of Advisor-OS
5:30 - 7:30 Reception — Hosted By Alliance Pension Consultants  

Tuesday, October 23

 
7:30 - 8:30 Breakfast — Hosted By Institute of Innovation Development  
8:30 - 9:15 Estate migration design techniques coupled with asset protection power tools Greg Crawford ▪ CEO of Alliance Trust Company
9:15 - 10:00 Novel tax-qualified plan design techniques for closely-held businesses Jeff Feld, CPA ▪ CEO of Alliance Pension Consultants
10:00 - 10:15 Break — Hosted By Reich & Tang  
10:15 - 11:00 Integrating private banking solutions into your practice James Sekel ▪ SVP of Private Banking at TriState Capital
11:00 - 11:45 Blending estate planning into Wealth Engineering Richard Randall, Attorney ▪ Randall, Gentry & Pike
11:45 - 1:00 Lunch — Hosted By Proteus Capital  
1:00 - 1:45 TBA TBA
1:45 - 2:00 Break — Hosted By Captive Alternatives  
2:00 - 2:45 TBA TBA
2:45 - 3:30 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