THE 17TH ANNUAL
WEALTH BLUEPRINTING CONFERENCE

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

 

                    


Agenda

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”

 

Wednesday, May 2

6:00 - 8:00 Welcoming Reception — Hosted By Alliance Trust Company
Thursday, May 3
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 Stellar Technology Solutions  
10:15 - 11:00 Neutralizing “Robo” with the dynamics of six-dimensional asset management Phil Kosmala ▪ CEO of Taiber Kosmala
11:00 - 11:45 New tax law strategies for businesses and families for 2018 and beyond Nick Gregory ▪ CEO of The Financial Engineering Institute
11:45 - 1:00 Lunch — Hosted By Taibler Kosmala and Associates  
1:00 - 1:45 Converting “taxable capital” into “charitable capital“ - A paradigm shift Kyle Gregory ▪ CEO of Give Back Nation
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 Boomer medicare and social security pitfall solutions utilizing specialized software Diane Omdahl, MS ▪ Founder & CEO of 65 Incorporated
3:30 - 4:15 Captive insurance company design within business structures Mark Jacobs ▪ CEO of Captive Alternatives
4:15 - 5:00 The OneTouch360 Wealth Management Dashboard with “snap-on” practice tooling Ryan Borer ▪ President of Advisor-OS
5:00 - 5:45 Brand, position and differentiate our practice thru customized marketing Allan Gross, MBA ▪ CEO of GSM Marketing
6:00 - 8:00 Reception — Hosted By Alliance Pension Consultants  

Friday, May 4

 
7:30 - 8:30 Breakfast — Hosted By I-65  
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 - 10:10 Break — Hosted By GSM Marketing  
10:10 - 11:15 Tax engineered investment chassis design for accredited clients Nick Gregory ▪ CEO of The Financial Engineering Institute
11:15 - 12:00 The turnkey alternative investment solution for HNW investors Eric Knauss, CFA ▪ CEO of Proteus Capital
12:00 - 1:00 Lunch — Hosted By Proteus Capital  
1:00 - 1:45 The Dynamics of valuing business and other forms of property Richard Armalavage ▪ CEO of Valbridge Property Appraisers
1:45 - 2:00 Break — Hosted By Captive Alternatives  
2:00 - 2:45 Sorting out the metrics of index life and annuity products Kent Jacquay ▪ CEO of The Index Metrics
2:45 - 3:30 Integrating private banking solutions into your practice James Sekel ▪ SVP of Private Banking at TriState Capital
3:30 - 4:15 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