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* Summary * Agenda * Presenters * Partners * Venue * Registration * Summary * Agenda * Presenters * Partners * Venue * Registration THE FUSIONPOWER CONFERENCE BRIDGE THE OFFERING GAPS DEMANDED BY HNW CLIENTS TO MAGNIFY SUCCESS FUSE NEW-AGE ADVICE, PRODUCTS AND SERVICES WITH DIGITAL TRANSFORMATION MASTER THE MAZE GET YOUR BACKSTAGE PASS TO HOLISTIC LEARNING RAISE YOUR GAME - CONVERT FROM CHECKERS TO CHESS LIVE IN ORLANDO - NOV 13TH - 15TH FIRMS LEARN TO INSTALL NEW STRATEGIES Create fresh revenue and profit silos while enhancing client acquisition and retention. Easy Interface Solutions WHO SHOULD ATTEND TopTier Advisors Multi-Family Office Execs Insurance & Investment Pros Retirement and Estate Planners Wealth Managers Attorneys and CPAs RIAs • RRs • OSJs ADVISORS LEARN TO DEPLOY NEW TACTICS Evolving from AUM/Product Provider" to "Holistic Fee-Based Solutions Provider". Bridge Your Wealth Planning GAPs GROW ORGANICALLY THRU NON-AUM FEE STRUCTURES Registration CONFERENCE FOCUS - HNW MORE THAN 1,400,000 FAMILIES AND BUSINESSES WITH NET WORTH'S EXCEEDING $5 MILLION* EARN TWELVE HOURS OF CONTINUING EDUCATION VENUE WYNDHAM ORLANDO RESORT & CONFERENCE CENTER Adjacent to Disney World 3011 Maingate Lane, Kissimmee, Florida 34747 407-396-1400 SPECIAL $99 CONFERENCE ROOM RATE Book Now NOV 13TH Launch Pad Reception: 5:00 - 7:00 NOV 14TH Breakfast: 7:30 - 8:30 Sessions: 8:30 - 6:00 Reception: 6:00 - 8:00 NOV 15TH Breakfast: 7:30 - 8:30 Sessions: 8:30 - 12:30 Conclusion APPROPRIATE COVID SAFETY PROTOCOLS WILL BE FOLLOWED IN A SEA OF SAMENESS... BRAND Transform Into A New Wealth Management Dimension - Wealth Engineering POSITION Rejuvenate The Contours Of Your Firm - Become More Agile - Magnify Success DIFFERENTIATE Fuse advanced knowledge, services, products and wealth tech with sound engineering principles OUR EXPERT SOURCING TEAM THE WEALTH ECOSYSTEM DASHBOARD HIGH-TOUCH WEALTH ADVISORY HARMONIZED WITH HIGH-TOUCH WEALTH TECH OUR EXPERT SOURCING TEAM SELECTED PRESENTERS Nationally Renowned Experts — Unveiling Hands-On, Cutting-Edge Knowledge "Future-Proofing Wealth Advisory Practices in the New Age" ROBERT MERL Managing Director Operations BDO CPA Alliance OLEG TISHKEVICH Chief Executive Officer Invent® NICK GREGORY Founder, CEO The WE Hub DANIEL A. KREUTER Chief Executive Officer Gladstone Group Inc. ALICIA CHANDLER President Oak Street Funding DAVID LUKAS CEO TaxPlanIQ LANDON JONES MBA, CFP®, President Revisor CHRIS KIRKLAND MAJ (RET) USAF CEO Cyber Team U.S. JOHN PILEGGI CEO of Strategic Innovations Advisors LLC SHINA CULBERSON, CFA President Quist Valuation KEN BERO Director of Channel Sales Quist Valuation JOHN MCGUIRE, AIF Regional Director OneAmerica Registration CONFERENCE AGENDA “Fortify your client value proposition by fusing new services and products into your offering . . . Bridge wealth planning gaps with snap-on solutions” WEDNESDAY, NOV 13TH 5:00 - 7:00 Launch Pad Welcoming Reception — Hosted By Gladstone Group Inc. THURSDAY, NOV 14TH 7:30 - 8:30 Breakfast — Hosted By BDO CPA Alliance and Corenology 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, ChWE • CEO of Wealth Advisors Hub 10:00 - 10:15 Break — Hosted By AdvisorEngine and Copia Wealth Studios 10:15 - 11:00 Unveiling an “integrated digital ecosystem” for wealth advisory firms to embrace the digital revolution; cutting away the bad plumbing of detached digital and manual processes. Unifying critical applications into one powerful, scalable and secure SuperApp. Oleg Tishkevich • Founder & CEO of Invent 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 • Managing Director, Operations BDO Alliance USA 11:45 - 12:45 Lunch — Hosted By TaxPlanIQ 12:45 - 1:30 Synchronizing TAMP Services with Functional Tech Stack Solutions. Landon Jones, MBA, CFP • President of Revisor Group Solutions 1:30 - 1:45 Break — Hosted By Oak Street Funding 1:45 - 2:30 Securing capital for mergers, acquisitions, or succession based on your firm's revenue stream. Alicia Chandler, JD • President at Oak Street Funding 2:30 - 3:15 Valuation with actionable insights - growing a business • leaving a legacy • exiting a business. Shina Culberson • CEO at Quist Valuation 3:15 - 4:00 Wrapping your firm and your clients within a Cyber Security Suite, a 365 degree bundle. Chris Kirkland • CEO of Cyber Team US 4:00 - 4:45 Embedding digital tax planning into your practice. David Lukas • CEO of Tax Plan IQ 4:45 - 5:30 Unveiling your complete wealth management digital command center. TBD 5:30 - 8:00 Networking Reception — Hosted By Revisor Wealth Solutions FRIDAY, NOV 15TH 7:30 - 8:30 Breakfast — Hosted By OneAmerica 8:30 - 9:10 The ESOP - A powerful planning solution for business transitioning. John McGuire, AIF • Regional Director at OneAmerica 9:10 - 9:55 Buy, sell, merge and grow your Wealth Advisory Firm - A Modern Approach Daniel Kreuter • CEO of Gladstone Group Inc. 9:55 - 10:40 Helping advisors connect families with purpose and planning digitally. TBA 10:40 - 10:50 Break — Hosted By Quist Valuation 10:50 - 11:30 TBD TBD 11:30 - 12:00 Converting taxable capital into charitable capital - planned giving redefined. CRTs - CLTs - CGAs - DAFs - PIFs - Private Foundations. Nick Gregory, ChWE • CEO of Charitable Capital Design Center 12:00 - 1:00 Lunch — Hosted By Invent 1:00 - 1:45 TBD TBD 1:45 - 2:30 Bridge the wealth planning gaps to master the planning maze at scale. Holistic integration - Checklists and spread sheets are gone forever. Nick Gregory, ChWE • CEO of The Wealth Engineering Hub Registration INTRODUCING THE MYWEALTHHUB MULTI-FAMILY OFFICE PLATFORM High-Touch Wealth Advisory Hub Synched With High-Touch Wealth Tech The Platform's elastic infrastructure accommodates family net worth's from $5 Million to $5 Billion Your browser does not support HTML5 video. INTRODUCING THE WEALTH ADVISORY TRANSFORMATION FUSIONPOWER TOOL KIT ENGAGE MORE HNW CLIENTS REDEFINE BEST PRACTICES RE-IMAGINE OPEN-ARCHITECTURE WEALTH-TECH CUSTOM DESIGN YOUR WEALTH ECOSYSTEM DASHBOARD High-Touch Wealth Advisory Harmonized With High-Touch Wealthtech UTILIZING THE OPEN OPTION PRACTICE ENGINEERINGTM SANDBOX "Recalibrate your practice ecosystem to enhance success" Registration CONFERENCE PARTNERS Research & Marketing Partner MEDIA PARTNERS THE FUSIONPOWER CONFERENCE FEE WAIVED THRU SEPTEMBER 1ST. REGULAR REGISTRATION: $995 YOU WILL RECEIVE AN EMAIL CONFIRMATION AFTER COMPLETION Fulll Name * Company Name Email Address * Business Phone * THE WEALTH ENGINEERING INSTITUTE HOME OF THE PROFESSIONAL DESIGNATION CHARTERED WEALTH ENGINEER (CHFE) POWERED BY WEALTH ADVISORS HUB 407-878-3520 Nick@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. Full Name * Email Address * Phone * Your Message (optional) Submit Please do not fill in this field. Copyright The Wealth Advisors Hub, LLC 2024. All Rights Reserved. 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. 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. ALICIA CHANDLER PRESIDENT OF OAK STREET FUNDING Alicia handles ongoing business operations of Oak Street and First Franchise. She manages the leadership team, legal department, and engages in new and existing client development. She is an experienced legal counsel with private and public background that is rooted in commercial lending to several lines of business, including insurance, registered investment advisers and certified public accountants, as well as experience in creditor's rights and litigation. LANDON JONES MBA, CFP®, PRESIDENT AT REVISOR We believe that the best way for the public to get sound financial advice is through human to human interaction with a qualified financial advisor. We also believe that advisory firms should have better solutions to their problems, firm operations should be easier and our practices should be more profitable with better results for our clients. Welcome to a new era for advisors! CHRIS KIRKLAND, MAJ (RET) USAF CEO AT CYBER TEAM U.S. A former Air Force Reserve Command Program Manager, Project Manager, Continuous Process Improvement LEAN 6S Practitioner, and Inspector General, serving throughout the Air Force system while assigned to MacDill AFB, Tampa, FL., ARPC Denver CO, and Charleston AFB, SC. As well-served full time as the Exercise and Evaluation Team Chief for Charleston AFB, overseeing the performance of 2 Wings(6000+ personnel). Chris, is Lean 6 Sigma Black Belt Certified by the Secretary of the Air Force and recognized by 2 Presidents along with several Secretaries of the Air Force for his work impacting the U.S. Air Force. DAVID LUKAS CEO OF TAXPLANIQ Serial Entrepreneur, Investor, and Strategic Advisor | INC 5000 (5x) & Entrepreneur 360 (3x) Honoree CEO at TaxPlanIQ: Leading tax planning and savings software driving financial efficiency. Founder & Host, Misfit Entrepreneur: Top-rated podcast in 100+ countries, featuring insights from global entrepreneurs on unconventional paths to success. Creator of 12 Minute Trading: Empowering financial independence through daily investing strategies in under 12 mins. Strategic Advisor: Providing C-level executives with direction for top-line growth and streamlined systems. Amazon Best-Selling Author: "The Ten Year Career" - Fast Track Guide to Retiring Young, Wealthy, and Fulfilled. SHINA CULBERSON, CFA PRESIDENT QUIST VALUATION As the President of Quist, Shina Culberson brings over two decades of financial and valuation experience to her leadership and guidance of the firm. Known for her direct style and laser focus, Ms. Culberson specializes in business and securities valuation engagements for corporate finance, financial reporting and tax purposes. Prior to joining Quist, Ms. Culberson was an Equity Analyst for Cohen Independent Research Group where she provided security valuation and investment recommendations on public companies in the biotech, high-tech, and entertainment industries. Additionally, she served as a Director at Charles Schwab Investment Management where she managed the International Credit Research Team covering international financial institutions and emerging market Asia and Latin America sovereign investments. The team covered over 50 debt issuers and had oversight responsibility for approximately $32 billion in portfolio holdings. Over the course of Ms. Culberson’s successful career, she has participated in hundreds of valuation engagements for public and privately held companies in a number of industries including financial services, biotechnology, software, hardware, oil and gas and entertainment. Ms. Culberson graduated with a bachelor’s degree in Economics from Claremont McKenna College, holds the CFA designation and is a member of the Society of Analysts in Denver. 303.643.5737 Culberson@QuistValuation.com KEN BERO DIRECT OF CHANNEL SALES, QUIST VALUATION As the Director of Channel Sales for Quist Valuation, Ken Bero brings over 25 years of sales, senior management, and direct operational experience in his business development role for the Quist Insights valuation and assessment Platform. Ken’s background in software, indirect channel sales, start-up companies and senior management roles position him to expand the market acceptance and use of Quist Insights. Prior to joining Quist, Ken has held sales, sales management as well as senior management roles in several high-tech companies. He brings extensive success and experience in building both direct and indirect sales channels for enterprise SaaS and software license products as well as Payroll and Compliance Services. He has managed in both start up and large corporate organizations and has sales experience in multiple markets including Business Intelligence, Human Capital and Workforce Management, Identity Management, and Contingent Labor. Ken graduated with a bachelor’s degree in Government from Bates College and holds a Master of Business Administration degree in Finance from Northeastern University. JOHN MCGUIRE, AIF REGIONAL DIRECTOR AT ONEAMERICA I specialize in helping retirement plan professionals with solutions that impact their bottom line and make a difference in the lives of their clients. With over 30 years of industry experience helping financial advisors and consultants implement proven strategies that help them grow their business, I have perspective on how elite advisors run a successful practice. As a result, my advisors view me as a valuable resource. Over the past year, I developed a new LinkedIn Marketing Strategy Program by utilizing customized formulas to help advisors and consultants effectively reach decision makers from companies. This is an unique program that has had significant success with the retirement plan professional community. DANIEL A. KREUTER CHIEF EXECUTIVE OFFICER, GLADSTONE GROUP INC. Gladstone Associates, established in 2006, provides M&A advisory solutions to the national RIA sector, encompassing Wealth Managers and Asset Managers. As Founder of Gladstone, Dan shares in setting firm vision and strategy, works with Enterprise Clients, and oversees all operational and branding functions. Dan is also founder of D.A. Kreuter Associates, Inc. (“DAK Associates”), a national retainer-based executive search firm with decades of search success (2,500+ searches) on behalf of the global financial services community. He co-founded two successful FinTech Businesses, Coates Analytics (now BNY/Mellon Distribution Analytics) which provides productivity software on behalf of Money Managers and Advisory Platforms; and Gladstone Analytics (sold to Truelytics, purchased by Envestnet in 2022), a SaaS solution for Valuation analytics, benchmarking and business process improvement to the RIA space. Dan recently served as Chairman of the Advisory Board for Chalice Financial Network, a national peer-to-peer association group for Independent Advisors; and is on the Editorial Advisory Board of Real Assets Adviser, a leading Alternative Investments publication with over 65,000 readers in the wealth management sector. He currently serves on the Advisory Counsel for AlphaTrAI, a San Diego-based AI/Machine Learning quantitative asset manager. JOHN PILEGGI CEO OF STRATEGIC INNOVATIONS ADVISORS LLC John Pileggi is an Executive Manager of Global and Diverse Financial Services Organizations, including Investment, Wealth & Asset Management, Mutual Funds, Exchange Traded Funds, Collective Funds, Banking, Trust, Retirement, Insurance, Alternatives (Hedge & Private Equity), Brokerage, Crowd Funding, Donor Advised Funds, Financial Planning and FinTech. John Pileggi's Specialties: Retail and institutional financial services including brokerage, wealth management, hedge funds, mutual funds, banking and asset management. OLEG TISHKEVICH CHIEF EXECUTIVE OFFICER OF INVENT® Oleg Tishkevich is the founder and CEO of Invent®, a leading cloud-enabling software development firm. Prior to founding Invent®, Tishkevich founded Finance Logix, a next generation financial planning software company which sold to Envestnet in 2015. Finance Logix has pioneered an engaging mobile planning app Retire Logix that was named Best Money Move by Money magazine and voted number one mobile app for advisors. At Finance Logix, Tishkevich led the development team that delivered custom firm-wide solutions for companies such as Wells Fargo, Bank of America/Merrill Lynch, Assetmark, Janney Montgomery Scott and other major firms.