Presents
Overview Video
High-Touch HNW Wealth Advisory Synced With High-Touch Wealth Tech
The Ultimate Multi-Family Office Platform
"Your Launch Pad for Future-Proofing Your Practice In This New Age"
Enter Into A New Wealth Management Dimension
Conference Focus
More than 1.4 Million Families and Businesses with Net Worth's Exceeding $5 Million*
Transform Into A New Wealth Management Dimension - Magnify Success
Rejuvenate The Contours Of Your Firm - Become More Agile
"Fusing advanced knowledge, services, products and wealth tech with sound engineering principles"
In a Sea of Sameness - Brand • Position • Differentiate - Create An Unfair Advantage
Modernize Your Wealth Advisory Platform
|
Firms Learn To Install New Strategies Syncing their "practice ecosystems" with the "wealth ecosystems" of their HNW families and businesses. |
 |
Advisors Learn To Deploy New Tactics Evolving their "Centers of Gravity" from "AUM/Product Provider" to "Holistic Fee-Based Solutions Provider". |
Who Should Attend
Multi-Family Offices • Insurance & Investment Professionals • Retirement Planners
Wealth Management Firms • Legal & Accounting Practices • Financial & Estate Planners
Earn Twelve Hours of Continuing Education
Appropriate COVID Safety Protocols Will Be Followed
|
When April 24th thru April 26th 2022 April 24th - Launch Pad Reception |
Venue Safety Harbor Resort Tampa Bay |
|
Custom Design Your Wealth Ecosystem Dashboard Wealth Advisory Harmonized With Wealthtech
|
Utilizing The OpenOption Practice EngineeringTM Sandbox "Recalibrate your practice ecosystem to enhance success"
|
Engage More HNW Clients • Redefine Best Practices • Re-Imagine Open-Architecture Wealth-Tech
Introducing the Wealth Advisory Transformation PowerTool Kit
• Engineer your OneTouch360 Wealth Engineering Dashboard with “snap-on” practice tooling technology •
• Encase your practice and clients in dense cyber security •
Nationally Renowned Experts — Unveiling Hands-On, Cutting-Edge Knowledge
Selected Presenters
|
Joe Ujobai CEO Alternative Investment Exchange |
Terry Power, CFP, CPA, CRPS President, CEO The Platinum 401K |
Jeff Ahola Board Chairman Family Business Hub |
Howard Neiswender, J.D, LL.M. Shareholder Dentons Sirote |
|
Robert Merl National Practice Director BDO Alliance USA |
Andrew Hamill, CLU, ChFC Head of Distribution Breeze |
James Sekel SVP TriState Capital |
Brian Gezella CEO LearnYour WorkLife |
Conference Partners
|
|
 |
|
 |
 |
 |
 |
 |
 |
 |
 |
 |
** The Financial Engineering Institute is the governing body and grantor of the Chartered Family Wealth Advisor designation.
* Exerts From A Research Report Published By Spectrem Group.