The Family Wealth Ecosystem Conference
Harvest More HNW Clients • Maximize Profitability • Redefine Best Practices • Re-Imagine Technology
Preliminary Agenda
Subject to Change
“Fortify your client value proposition by fusing new services and products into your future, creating fresh revenue and profit silos
and enhancing client acquisition and retention . . . all while insulating your firm from unforeseen, uncontrollable events”
| Sunday, March 6 2022 |
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| 5:00 - 7:00 | Launch Pad Welcoming Reception — Hosted By BDO Alliance USA and Blockchange | |
| Monday, March 7 2022 | ||
| 8:00 - 8:30 | Breakfast — Hosted By PCS Retirement | |
| 8:30 - 10:00 | Blueprinting the wealth advisory ecosystem for the New Age The Shape Of Things To Come - Future-Proof Your Success |
Nick Gregory ▪ CEO of The Wealth Engineering Institute |
| 10:00 - 10:15 | Break — Hosted By FP Alpha and Ubiquity Retirement | |
| 10:15 - 11:00 | Business transition, tax & estate planning, and asset protection strategies & tactics | Howard Neiswender, J.D., LL.M. ▪ Sirote & Permutt, PC |
| 11:00 - 11:45 | Partnering with Regional CPA Firms to deepen your client offering | Robert Merl ▪ National Practice Director of BDO Alliance USA |
| 11:45 - 12:45 | Lunch — Hosted By AIX and AaDya Cyber Security | |
| 12:45 - 1:30 | Your wealth advisory multi-functional dashboard - Convert from Checkers to Chess | Andrew Altfest, CFP • CEO of FP Alpha |
| 1:30 - 1:45 | Break — Hosted By TriState Capital Bank | |
| 1:45 - 2:30 | A modernized paperless digital platform for alternative investments | Brad West ▪ COO of The Alternative Investment Exchange |
| 2:30 - 3:15 | Unveiling a seamless employee benefit digital ecosystem - click-n-go | Marc Blevens ▪ CMO of EBenefits Hub |
| 3:15 - 4:00 | Bringing dynamic specialty tax services to your business clients | Randall Crabtree, CPA ▪ COO Partner of Tri-Merit |
| 4:00 - 4:45 | Converting taxable capital into charitable capital - planned giving redifined | Nick Gregory ▪ CEO of The Wealth Engineering Institute |
| 4:45 - 5:30 | The power of "purposeful planning" | John A. Warnick, JD ▪ CEO of Purposeful Planning Institute |
| 5:30 - 6:15 | An integrated platform for retirement plan solutions | Michael Bissett ▪ Executive Vice President of Ubiquity |
| 6:15 - 7:30 | Reception — Hosted By Sirote and Permutt | |
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Tuesday, March 8 2022 |
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| 8:00 - 8:30 | Breakfast — Hosted By First State Trust Company and VSI | |
| 8:30 - 9:15 | Including longevity capital design to your client offering | Robert Gotti ▪ CEO of Wharton Advisors |
| 9:15 - 10:00 | Global residency and citizenship planning - A new world | Medhi Kadiri ▪ Managing Director of Henley & Partners |
| 10:00 - 10:15 | Break — Hosted By Tri-Merit | |
| 10:15 - 11:00 | Embedding trust services into your wealth advisory practice | Jacqui Jenkins, CTFA ▪ Managing Director of First State Trust |
| 11:00 - 11:45 | TBD | TBD |
| 11:45 - 12:30 | Integrating private banking solutions into your practice | James Sekel ▪ SVP of Private Banking at TriState Capital |
| 12:30 - 1:30 | Lunch — Hosted By Ahola Payroll/HR Solutions | Jeff Ahola ▪ CEO of Ahola Payroll/HR Solutions |
| 1:30 - 2:15 | Building cyber security around you and your clients | Raffaele Mautone ▪ CEO of AaDya Cyber Security |
| 2:15 - 3:00 | Wrap-Up — The Shape of Things To Come Conclusion |
Nick Gregory ▪ CEO of The Wealth Engineering Institute |