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Video Sessions On-Demand
Regular Registration
$159
In-Person
Regular Registration
$795

Conference Focus - HNW

More than 1,400,000 Families and Businesses with Net Worth's Exceeding $5 Million*

Earn Twelve Hours of Continuing Education

Conference Agenda

“Fortify your client value proposition by fusing new services and products into your offering . . . 
Bridge wealth planning gaps with snap-on solutions”

Sunday, March 26th
5:00 - 7:00 Launch Pad Welcoming Reception — Hosted By Asset Vantage
Monday, March 27th
7:30 - 8:30 Breakfast — Hosted By BDO CPA Alliance
8:30 - 10:00 Blueprinting the HNW advisory ecosystem for the digital age.
Design your Wealth Advisory Multi-Family Office Dashboard.
Built on a holistic, elastic infrastructure for families and their enterprises.
Nick Gregory • CEO of Wealth Advisors Hub
10:00 - 10:15 Break — Hosted By Givinga
10:15 - 11:00 Simplify asset management into one turnkey platform: 
Investment Management - Marketing - Support - Tech Stack - Design
TBD
11:00 - 11:45 Partnering with local CPA Firms to deepen your client offering.
Create a cross-referral platform with enhanced planning capabilities.
Robert Merl • National Practice Director of BDO Alliance USA
11:45 - 12:45 Lunch — Hosted By AIX
12:45 - 1:30 The digitization of life insurance - An all-in-one platform.
Life - Disability - Long Term Care
Ron Alexander • President at Covr Technologies
1:30 - 1:45 Break — Hosted By AaDya Security
1:45 - 2:30 Your modernized, paperless, digital platform for alternative investments.
Your alternatives universe. Farewell to processing nightmares.
Brad West • COO of The Alternative Investment Exchange
2:30 - 3:15 Helping businesses and families secure their digital end-to-end footprints.
A cyber privacy hub for clients, their businesses and their employees.
Raffaele Mautone • CEO of AaDya Security
3:15 - 4:00 Integrating private banking solutions into your practice.
Securities based lending - FDIC Insurance Deposit Programs - Liquidity Solutions
James Sekel • SVP of Private Banking at TriState Capital
4:00 - 4:45 Including comprehensive trust services and estate administration into your wealth management offering. Michelle Diamond, CFTA • Chief Development Officer at Cumberland Trust
4:45 - 5:30 Embedding Payroll and Human Resources into your offering to Business Owner Clients - Total Workforce Management - Expand your services and revenues. Clifford Gibson • V-P of Strategic Partnerships at Heartland
5:30 - 6:15 Bringing giving to the workplace thru the Give@Work Platform.
A cloud based micro donor advised fund platform - Philanthec®
Joe Phoenix • Co-Founder, CEO of Givinga
Dave Gilmartin • CMO of Givinga
6:15 - 8:00 Networking Reception  — Hosted By Heartland  
Tuesday, March 28th
7:30 - 8:30 Breakfast — Hosted By Tri-State Capital
8:30 - 9:15 A fully integrated platform for tax-qualified retirement plans.
Single Employer Plans - Pooled Employer Plans - IRAs
David Herlihy •Senior Vice-President at Slavic401k
9:15 - 10:00 Integrate the passion, spirit and commitment of purposeful giving into the fabric of the families you serve. John A. Warnick, Esq. • Founder of The Purposeful Planning Institute
10:00 - 10:15 Break — Hosted By Cumberland Trust
10:15 - 11:00 An ​estate planning digital platform built for wealth advisors. Matt Morris • CEO at Encorestate Plans
11:00 - 11:45 Blend everything you need in order to serve your HNW Families as their Wealth Custodians on a virtual basis. Chirag Nanavati • Managing Director of Vantage
11:45 - 1:00 Lunch — Hosted By Covr Technologies
1:00 - 1:45 TBD TBD
1:45 - 2:00 Converting taxable capital into charitable capital - planned giving redefined.
CRTs - CLTs - CGAs - DAFs - PIFs - Private Foundations - Give@Work.
Nick Gregory • CEO of Charitable Capital
2:00 - 2:45 Bridge the wealth planning gaps to master the planning maze at scale.
Holistic integration - Checklists and spread sheets are gone forever.
Nick Gregory • CEO of The Wealth Engineering Hub

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In-Person Regular Regi​stration: $795

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The Wealth Engineering Institute
Home of the Professional Designation
Chartered Wealth Engineer (ChFE)

Powered By Wealth Advisors Hub

407-878-3520

grow@MyWEHub.com
MyWEHub.com

Mailing Address:
265 Terracina Drive
Sanford, FL 32771

National Headquarters:
255 Primera Blvd., Suite 160
Lake Mary, Florida

Contact us to learn more.

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    Raffaele Mautone
    Founder and CEO of AaDya Security

    Raffaele's strategic thinking and effective leadership have been instrumental and paramount in his career as an IT, sales and operations professional. His extensive experience in the IT and security industry serves as the platform of AaDya. Raffaele's consistent record of leading teams through successful acquisitions; strategic planning and implementation and deploying large, multi-tiered complex programs has served companies such as Duo, FireEye, McAfee and Dell. He also has experience in implementing marketing and sales strategies, positioning companies for future growth, and deploying applications and business process improvements to assist with bookings, leads and new go-to-market programs. Raffaele holds a BS from Eastern Michigan University.

    Robert Merl
    National Business Resource Network Director at BDO USA

    Rob leads the Business Resource Network practice of the BDO Alliance USA which provides consulting and business services to the Clients of BDO USA and its 260+ alliance firms across the country. He holds a Bachelors Degree in Economics Ursinus College and an MBA from the University of Maryland.

    Clifford Gibson
    V-P of Strategic Partnerships of Heartland Payroll and Human Resources 

    Cliff, leads Heartland’s national partner program with strategic sales & integration partners and payroll portfolio acquisitions in the Professional Services Channels to accelerate sales and drive revenue for the Payroll, Payments and POS Dealer Sales Divisions in North America. He is a true example of an entrepreneur respectfully serving entrepreneurs. With over 30 years of payroll experience under his belt with Paychex and Ovation payroll. Cliff’s commitment to helping partners from all industry verticals meet their business goals is outstanding. His knowledge of the competition allows him to create the best possible opportunities for our partner community.
    Cliff played football for the University of Oregon, where he graduated with his degree in marketing and finance.

    Howard W. Neiswender, J.D., LL.M., CFP®, TEP, CEPA
    Shareholder of Dentons Sirote

    Howard provides comprehensive legal services for individuals and businesses throughout the United States and internationally, using creative and innovative tax strategies and a multi-faceted coordination process between business and personal planning. Howard combines the areas of income tax planning, estate planning, charitable planning, business planning, asset protection planning, insurance planning, legacy planning and retirement planning to achieve the goals of his clients. He has been recognized as one of the Best Lawyers in America in the areas of Trusts and Estates and Tax Law. Howard is also a Certified Financial Planner and Certified Exit Planning Advisor. Howard has served as both an Adjunct Professor at the University of Alabama School of Law in its LL.M. in Taxation Program and as an Instructor with the American Institute of Certified Public Accountants. He has a Master of Laws (LL.M.) degree in Taxation from New York University School of Law.

    Nicholas Gregory, ChWE, ChCCA
    CEO of The Wealth Engineering Family Of Companies

    Having founded The Wealth Engineering Institute back in 1996, Nick and his colleagues have utilized the Institute’s Wealth Engineering Platform and a plethora of other resources to engineer the core entities that make up the Wealth Engineering Family of Companies as an ecosystem for Wealth Advisors and their clients. The vast array of services of his Family of Companies are harmonized to surround the ever-changing needs of managers of wealth and their clients. Nick holds a Bachelor of Science degree in Business Administration from Ball State University with minors in Economics and Finance. Mr. Gregory is a member of the Financial Planners Association, The Partnership for Philanthropic Planning, The Charitable Capital Advisory Council and is Chairman of the Board of Trustees of Give Back Nation.

    Joe Phoenix
    Co-Founder and CEO at Givinga, Inc.

    Joe Phoenix is co-founder and CEO of Givinga, a financial technology firm that has developed tools and technology to remove the traditional barriers to philanthropy. Givinga’s Philantech® platform powers experiences that transform workplace culture, build brand affinity, and cultivate everyday philanthropy. With 30 years of experience in asset management, including 25 years at Putnam Investments, as Head of Global Institutional Management, Joe created Givinga to redefine “giving back”. His efforts are backed by the belief that anyone can be a philanthropist when they have access to the right resources. Joe earned his MBA from the Kellogg School of Management at Northwestern University, and serves as the President of the Board of the Givinga Foundation.

    James Sekel
    Senior Vice President of Private Banking at TriState Capital Bank

    In this capacity, Jim works in developing deposit and loan relationships with family offices, trust companies, investment firms, financial advisors and their clients, as well as business owners and company executives. Jim has nearly 40 years of experience in the banking industry. He has expertise in Private Banking, along with retail and commercial banking. Jim is currently responsible for a $700 million loan and deposit portfolio. Jim is a graduate of Edinboro University with a B.A. in Accounting. Additionally, he earned his MBA from Robert Morris University. He also completed the Graduate School of Retail Bank Management at the University of Virginia and the Central Atlantic School of Commercial Lending at Bucknell University.

    Michelle Diamond
    Chief Development Officer of Cumberland Trust

    Michelle Diamond is Chief Development Officer & Executive Director of Regional Markets. She joined the Cumberland Trust team in 2001, at the firm’s founding. At Cumberland’s start, Michelle, a Trust Officer, helped to establish the open architecture platform that focuses on helping families and forming partnerships with advisors. Early on, she developed the Special Needs Trust group, now a part of Distinctive Care, serving the needs of client family members with disabilities. As Cumberland Trust grew, Michelle developed the blueprint for expansion into regional markets and she worked to open our nine regional offices. Currently, Michelle manages the business development team, who work in Cumberland Trust’s headquarters and in each of its regional offices. She is responsible for overseeing the development team and its new trust opportunities. Prior to joining Cumberland Trust, she was a Trust Officer at First Tennessee .  Michelle holds a B.A. in Business Administration from Hanover College and is a Certified Trust and Financial Advisor and is a graduate of Cannon Trust School.

    Brad West
    Chief Operating Officer at Alternative Investment Exchange (AIX) 

    As COO of AIX, Brad arbitrates possibility and change across the alternative investments arena. His role is to help firms and advisors see the benefits of authentic data and process connectivity, understand why it matters and realize their true potential for growth. The reward is helping every AIX partner become stronger, and more vital by creating a connected ecosystem for alternatives, for the first time in history. With stints as Chief Information Officer at FS Investments and President and CEO of BankersEdge, he has made a career of leveraging technology to re-engineer and restructure businesses to enable commercial product strategies, streamline operations, and drive scale and profitability.

    Matt Morris
    CEO at Encorestate Plans

    Matt’s career has been a series of entrepreneurial endeavors. A few years after the financial crisis, Matt pivoted into a role as a financial advisor and discovered a brand new fintech tool called Riskalyze. That discovery launched a transition into becoming the first sales hire at the startup technology firm and as Vice President of Sales, Matt built the process, strategy and sales organization from a start-up into a dominant industry leader. Ready for a new early-stage endeavor, Matt saw the desire advisors had to expand their holistic planning capabilities and the need for a high-quality estate planning partner. He joined Helios Integrated Planning and began building again a game-changing fintech solution for advisors. At the end of 2021, EncorEstate Plans was launched from Helios with its team intact where Matt took on the CEO role to lead the firm in its next phase of development and growth.

    Ronald Alexander
    President of Covr Technologies

    Ron is responsible for leading Covr’s technology team, product and platform management, carrier partnerships and operations. Ron has 20 years of e-commerce, life insurance and insurtech experience. He held a number of leadership roles at Crump Life Insurance Services, including head of digital solutions. He led the company’s digital innovation, including an online insurance platform, and ran advisor, consumer and digital support centers. He previously held digital business leadership roles with Progressive Insurance, GE Capital and KeyCorp. Ron started his career as a financial planner and is a CFP. Ron earned a bachelor’s degree in business administration from John Carroll University, and an MBA in finance and strategy from the University of Chicago.

    Chirag Nanavati
    Managing Director at Asset Vantage

    Chirag Nanavati is part of the founding team of Asset Vantage and leads its India business operations including global product management, global engineering & technology and Middle East/Asian markets. Previously Chirag lead UNIDEL company Softdel as its CEO.

    Chirag has wide ranging experience from managing start-ups and technology commercialization to venture capital. He started his career with Honeywell R&D labs in the US where he worked on commercializing real-time, mission-critical avionics and automation products. Subsequently, he was involved with an early-stage venture fund and later led business development and operations for a technology startup he co-founded.

    Chirag holds an MBA from the University of North Carolina at Chapel Hill, USA and a BS in Computer Science from Michigan Tech University, USA.

    Robin Williams
    Managing Director at Asset Vantage

    Robin Williams is a Managing Director at Asset Vantage, focusing on new business development, client relationship management and supporting the development teams’ product and implementation strategies. Prior to joining Asset Vantage, Robin was Managing Director of Institutional Relationships at Archway Technologies.

    In this role, Robin was responsible for the management and growth of new and existing client relationships with private banks and other financial institutions. Robin joined Archway in 2016 from Private Client Resources (PCR), a consolidated data aggregation and reporting firm, where he held the position of Managing Director, Product Development and CTO.

    While at PCR he was responsible for development and implementation of product and technology with the firm’s Private Bank, Registered Investment Advisor (RIA) and Family Office clients.

    Robin holds a Bachelor of Science from the College of Charleston, SC.

    John A. Warnick
    Founder at Purposeful Planning Institute

    Mr. Warnick is a Fellow of the American College of Trust and Estate Counsel.  He has served as the Philanthropic Editor of the Journal of Practical Estate Planning and serves on the Carter Center Philanthropy Council and the Multidisciplinary Teaming and Professional Collaboration Committee of the National Association of Estate Planners and Councils.  His most recent publications include “Generative Trusts & Trustees: A New Paradigm for Design and Administration”, “Innovate or Die”, and  “Selecting a Trust Situs in the 21st Century”.  Mr. Warnick received a BA magna cum laude from Brigham Young University and his JD from George Washington University with honors.

    David Herlihy
    Senior Vice-President at Slavic 401k

    As Senior Vice President of Sales, David is responsible for driving sales and engagement with the pooled employer 401(k) plans.

    Prior to joining Slavic 401k, David spent over 14 years with Fidelity Investments in a variety of roles. Throughout his career at Fidelity, he held several management positions primarily focused on servicing multi-channel wealth and retirement segments. In addition to his roles at Fidelity, he held several management positions in both sales and relationship management in both the financial as well as the technology industries.

    David holds a Bachelor of Arts in Political Science from St. Lawrence University.

    John Slavic
    President & CEO at Slavic401k

    John Slavic is the founder, President and Chief Executive Officer of the Slavic group of companies, which is comprised of Slavic Integrated Administration (SIA), Slavic Investment Corporation (SIC), Slavic Mutual Funds Management Corporation (SMF) and PLANRight. John oversees all functions of the Slavic group of companies and has more than 35 years of professional experience in the securities and retirement plan industries.Under John’s leadership and vision, the Slavic family of companies has grown from a one-person financial advisory firm to a national 401(k) provider with more than $9B in assets under administration, serving over 12,000 businesses and 250,000 participants nationwide.John has a Master of Science in Public Administration from the University of Texas at Austin and a Bachelor of Science from Florida State University.