The Fall Wealth Engineering 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 6th:       Welcoming Reception: 5:00 - 7:00

October 7th:       Breakfast: 8:00 - 8:30

Sessions: 8:30 - 6:00

Reception: 5:00 - 7:00


October 8th:       Breakfast: 7:30 - 8:30

Sessions: 8:30 - 12:00




Safety Harbor Resort

105 North Bayshore Dr., Safety Harbor, FL 34695


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



7/24/19 Jumbo Reverse Mortgages - The Cinderella of the Boomer Retirement Income Quandary -

Harlan Accola - National Director of Fairway Mortgage

3/7/19 The Ultimate Investment Risk Tolerance Digital Platform -

Larry Shumbres - CEO of Totum Risk

2/21/19 Utilize longevity capital for clients thru turnkey life settlement technology -

Stephen Jass - Founder and CEO of LS Hub

2/7/19 The Qualified Opportunity Zone Frontier -

Reid Thomas, EVP - NES Financial

1/24/19 Managing Property & Casualty Risk For Pro Athletes and Entertainers -

James Convertino, Director - McGowen PAE Division

12/6/18 Year End Tax Planning For HNW Families -

Howard Neiswender, Shareholder - Sirote & Permutt, PC

10/11/18 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

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

Bill Hortz, CEO - Innovation Development

5/17/18 Enhancing Cash Management Capabilities -

Tom Nelson - Chief Investment Officer for Reich & Tang

4/19/18 Tax Qualified Plan Design -

Jeff Feld, CPA - Principal of Alliance Pension Consultants

3/29/18 Captive Insurance Dynamics -

Mark Sims, CMO - Captive Alternatives



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