Create fresh revenue and profit silos while enhancing client acquisition and retention.
Easy Interface Solutions
Multi-Family Office Execs
Insurance & Investment Pros
Retirement and Estate Planners
Attorneys and CPAs
RIAs • RRs • OSJs
Evolving from AUM/Product Provider" to "Holistic Fee-Based Solutions Provider".
Bridge Your Wealth Planning GAPs
One mile from Disney World
3011 Maingate Lane, Kissimmee, Florida 34747
Launch Pad Reception:
5:00 - 7:00
Breakfast: 7:30 - 8:30
Sessions: 8:30 - 6:00
Reception: 6:00 - 8:00
Breakfast: 7:30 - 8:30
Sessions: 8:30 - 3:00
Transform Into A New Wealth Management Dimension - Wealth Engineering
Rejuvenate The Contours Of Your Firm - Become More Agile - Magnify Success
Fuse advanced knowledge, services, products and wealth tech with sound engineering principles
Nationally Renowned Experts — Unveiling Hands-On, Cutting-Edge Knowledge
"Future-Proofing Wealth Advisory Practices in the New Age"
National Practice Manager
BDO CPA Alliance
Chief Development Officer
The WE Hub
CEO & Founder
Eyeballs Financial, LLC
Director, Regional Business Development
Purposeful Planning Institute
“Fortify your client value proposition by fusing new services and products into your offering . . .
Bridge wealth planning gaps with snap-on solutions”
|5:00 - 7:00||Launch Pad Welcoming Reception — Hosted By Asset Vantage|
|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 Midland Advisory|
|10:15 - 11:00||Blend everything you need in order to serve your HNW Families as their Wealth Custodians on a virtual basis.||Scott Trimble • Executive Director at Asset Vantage|
|11:00 - 11:45||Partnering with local CPA Firms to deepen your client offering.
Create a cross-referral platform with enhanced planning capabilities.
|Tom Takasaki • National Practice Manager of BDO Alliance USA|
|11:45 - 12:45||Lunch — Hosted By d1g1t|
|12:45 - 1:30|| The digitization of life insurance - An all-in-one platform.
Life - Disability - Long Term Care
|Ryan Pinney • CEO of Insureio|
|1:30 - 1:45||Break — Hosted By Insureio|
|1:45 - 2:30|| Modernizing your retirement tool kit with fee based index annuity solutions
|| Leonard Durso • RIA Manager of Midland Advisory
|2:30 - 3:15|| Learn a new language in communicating, on-the-fly, with advisory clients.
A customizable, interactive, voice activated mobile app.
| Mitch Morrison • CEO of Eyeballs Financial
|3:15 - 4:00||Integrating private banking solutions into your practice.
Securities based lending - FDIC Insurance Deposit Programs - Liquidity Solutions
|Gregory Fat • Director of Business Development at The Bancorp Bank
|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||All-in-One Tech Solution: Elevating Your Wealth Management Practice to Provide a Differentiating Client Experience||Benoit Fleury • Co-Founder and CPO of D1g1t|
|5:30 - 8:00||Networking Reception — Hosted By Valuation Services|
|7:30 - 8:30||Breakfast — Hosted By The Bancorp Bank|
|8:30 - 9:15|| An estate planning digital platform built for wealth advisors.
|| Amy Dunn • Managing Director at Encorestate Plans
|9:15 - 10:00|| Converting taxable capital into charitable capital - planned giving redefined.
CRTs - CLTs - CGAs - DAFs - PIFs - Private Foundations - Give@Work.
A cloud based micro donor advised fund platform - Philanthec®
| Nick Gregory • CEO of Charitable Capital
Stephen Kump • CEO of Charityvest
|10:00 - 10:15||Break — Hosted By Cumberland Trust|
|10:15 - 11:00|| 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|
High-Touch Wealth Advisory Synced With High-Touch Wealth Tech
The Platform's elastic infrastructure accommodates
family net worth's from $5 Million to $5 Billion
High-Touch Wealth Advisory Harmonized
With High-Touch Wealthtech
"Recalibrate your practice ecosystem
to enhance success"
Research & Marketing Partner
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.
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.
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.
Over the past 43 years Mitch has held executive positions with companies such as E.F. Hutton, Allmerica Financial, Travelers Portfolio Group, Smith Barney, Morgan Stanley, Financial West Group and FourStar Wealth Advisors. Mr. Morrison was the past president of Financial West Group with over $4 billion in assets under management and over 100,000 investment accounts. Mitchell is the founder of Financial Literacy Project, a non-profit, tax-exempt organization dedicated to classroom instruction of high school and college students. He is also the author of four books which reflect his education and career. During the “cold war years,” Mitchell was employed by the Federal Bureau of Investigation stationed in Washington D.C. and New York City. He worked in the area of foreign counter intelligence and counter espionage. He also formed and operated “World Trade Center Miracles Foundation” and “Americas Ride” appearing on “Good Morning America”, ABC, CNN, NBC, and CBS. He has organized national fund-raising efforts for both 9/11 World Trade Center relief and Hurricane Katrina disaster relief. He is a graduate of University of Southern California, School of Journalism and George Washington University, Masters Forensic Science.
Experienced investment/sales professional with over 25+ years of successful proven track record in areas including (1) alternative asset & capital raising, equity and fixed-income management & trading (2) risk management & analytics software sales, and (3) sales of fund and operational outsourcing services to hedge funds, private equity funds, family offices, and Asset owners.
Benoit leads the design, development and implementation of the d1g1t wealth management platform. A Fintech Entrepreneur and product guru with a passion for building advanced investment and risk management solutions, he brings over 20 years of experience in projects with over 100 financial institutions in North America, Europe, Latin America and Asia, including investment banks, asset managers and hedge funds, insurance companies, exchanges, and wealth management firms. Benoit was a co-founder and the Head of R&D, Financial Engineering and Products at R² Financial Technologies, acquired by S&P Capital IQ. Prior to R², He was at Algorithmics (acquired by IBM), where he led the development of its managed services and SaaS market and credit risk platform. Benoit holds a Master of Science and Business Administration from the University of British Columbia, and is a CFA charter holder.
Tom has more then 20 years of sales and marketing experience. The first third of his career was spent in the technology industry in various sales and marketing roles working with software and consulting services. Currently, he recruits new BRN firms into the Alliance program and manages the firm's relationships with BRN Alliance members in the Central region and parts of the Southeast. Tom received his bachelor's degree in marketing from the University of Illinois at Champaign-Urbana.
Gregory Fat is a Director, Regional Business Development Officer for The Bancorp Institutional Banking business with 10 years of financial services industry experience. In this role, Greg helps financial professionals grow and expand their businesses through lending products such as the Securities-Backed Line of Credit (SBLOC) and the Insurance-Backed Line of Credit (IBLOC). Through the Bank’s Advisor Financing program, he offers financing and other assistance to financial advisors who are looking to acquire or sell a book of business.
Before joining The Bancorp, Greg worked for an investment company in the Philadelphia area, supporting financial professionals in the Southeast region with industry trends, competitive and investment analysis, and product training while leading technology and investment sales. Previously, he was a Financial Advisor Assistant, where he cultivated and maintained client relationships while assisting them with estate planning and wealth management services.
Greg received a Bachelor of Arts degree in Economics and International Studies from La Salle University and a Master of Business Administration degree from Temple University Fox School of Business. Greg currently resides with his family in the Philadelphia area.
John is a strategic and performance-focused executive with 123.9 years of experience. He is known for his ability to leverage global resources, capabilities, and relationships to increase revenue, cash flow, and profits. With a strong track record of defining mission and goals, John consistently exceeds expectations. He has a wealth of experience in finance, including a capital raise of 225 million senior secured notes and 100 million in SAFEs. John has also demonstrated significant cost savings, lean manufacturing, and technology start-ups. He has held various leadership positions in finance and accounting, including Chief Financial Officer and Executive Vice President.