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Text Content

 * Summary
 * Agenda
 * Presenters
 * Partners
 * Venue
 * Registration

 * Summary
 * Agenda
 * Presenters
 * Partners
 * Venue
 * Registration



FIRMS LEARN TO INSTALL NEW STRATEGIES

Create fresh revenue and profit silos while enhancing client acquisition and
retention.

Easy interface solutions

WHO SHOULD ATTEND

Multi-Family Offices
Insurance & Investment Pros
Retirement and Estate Planners
Wealth Managers
Attorneys and CPAs

ADVISORS LEARN TO DEPLOY NEW TACTICS

Evolving from AUM/Product Provider" to "Holistic Fee-Based Solutions Provider".

Bridge the wealth planning gaps

THE FUSIONPOWER CONFERENCE

SYNCING PRACTICE ECOSYSTEMS WITH THE WEALTH ECOSYSTEMS OF FAMILIES

GET YOUR BACKSTAGE PASS TO HOLISTIC LEARNING
INTERFACED WITH SITUATIONAL WEALTH ADVISORY

RAISE YOUR GAME - CONVERT FROM CHECKERS TO CHESS

LIVE IN ORLANDO - NOVEMBER 9TH THRU 11TH

Choose Your Experience
In-Person ― Virtual


CONFERENCE FOCUS - HNW


MORE THAN 1,400,000 FAMILIES AND BUSINESSES WITH NET WORTH'S EXCEEDING $5
MILLION*

EARN TWELVE HOURS OF CONTINUING EDUCATION

In-Person Registration Fee: $595
Virtual Registration Fee: $159

In-Person Experience
Registration
$595 Virtual Experience
Registration
$159

VENUE


SHERATON ORLANDO LAKE BUENA VISTA RESORT

One mile from Disney Springs
12205 S Apopka Vineland Road, Orlando, Florida, USA, 32836

407-550-1010

Ends October 15th: Special $139 Conference Rate - Resort Fee Waived
Book Your FusionPower Conference Group Rate

NOVEMBER 9TH

Launch Pad Reception: 
5:00 - 7:00



NOVEMBER 10TH

Breakfast: 7:30 - 8:30
Sessions: 8:30 - 6:00
Reception: 6:00 - 8:00

NOVEMBER 11TH

Breakfast: 7:30 - 8:30
Sessions: 8:30 - 3:00
Conclusion

APPROPRIATE COVID SAFETY PROTOCOLS WILL BE FOLLOWED

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


SELECTED FUSIONPOWER PRESENTERS

Nationally Renowned Experts — Unveiling Hands-On, Cutting-Edge Knowledge

JOE UJOBAI

CEO
Alternative Investment Exchange

ROBERT MERL

National Practice Director
BDO USA

PATRICK SPENCER

Managing Director
Moneytree Software

RICHARD CONLEY

Senior Vice-President
Simplicity Wealth

NICK GREGORY 

Founder, CEO
The Wealth Advisors Hub

JOSEPH PHOENIX

Co-Founder, CEO
Givinga

CLIFFORD GIBSON


V-P of Strategic Partnerships
Heartland

HOWARD NEISWENDER
J.D., LL.M.

Shareholder
Dentons Sirote

CHRIS ABBEY
CFP

Chief Revenue Officer
EBenefits Hub

JAMES SEKEL


SVP of Private Banking
TriState Bank

JOHN BOOTHMAN


Partnership Director
iLife Technologies

RAFFAELE MAUTONE


CEO & Founder
AaDya Security

In-Person Experience
Registration
$595 Virtual Experience
Registration
$159


FUSIONPOWER AGENDA

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

WEDNESDAY, NOVEMBER 9TH

5:00 - 7:00 Launch Pad Welcoming Reception — Hosted By Simplicity Wealth

THURSDAY, NOVEMBER 10TH

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 TBD Thomas Rozman • CFA, CIO of Simplicity Wealth
Rich Conley • EVP, Head of Sales of Simplicity Wealth 11:00 - 11:45 Partnering
with local CPA Firms to deepen your client offering.
Create a deep 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 Business transition, tax & estate planning, and
asset protection strategies & tactics.
The thorny thicket of taxation - New tax laws and 87,000 new IRS Agents. Howard
Neiswender, J.D., LL.M. • Dentons Sirote 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 Unveiling a seamless employee
benefit digital platform - click-n-go.
Design - Quote - Present - Enroll - Engage - Renew - Manage Chris Abbey • Chief
Revenue Officer of EBenefits Hub 3:15 - 4:00 Integrating private banking
solutions into your practice.
Securities based lending - Insurance Deposit Programs - Liquidity Solutions
James Sekel • SVP of Private Banking at TriState Capital 4:00 - 4:45 Converting
taxable capital into charitable capital - planned giving redefined.
CRTs - CLTs - CGAs - DAFs - PIFs - Private Foundations - Give@Work. Nick Gregory
• CEO of Charitable Capital
4:45 - 5:30 TBD Clifford Gibson • V-P of Strategic Partnerships at Heartland
5:30 - 6:15 A fully integrated platform for tax-qualified retirement plans.
Single Employer Plans - Pooled Employer Plans - IRAs John Slavic • CEO of Slavic
401k 6:15 - 7:30 Reception — An evening with NFL Legends — Hosted By Heartland
Good-old-day discussions and autograph session - Details to follow 

FRIDAY, NOVEMBER 11TH

8:00 - 8:30 Breakfast — Hosted By Tri-State Capital 8:30 - 9:15 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
9:15 - 10:00 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 10:00 - 10:15 Break — Hosted By Slavic 401k
10:15 - 11:00 TBD TBD 11:00 - 11:45 Bridge the wealth planning gaps to master
the planning maze at scale.
Holistic integration - Checklists and spread sheets are gone forever. Patrick
Spencer • Managing Director of Moneytree Software® 11:45 - 12:30 The
Digitization of Life Insurance - Design your life insurance hub website. John
Boothman • Partnerships Director of iLife 12:30 - 1:30 Lunch — Hosted By
Simplicity Wealth 1:30 - 2:15 TBD TBD 2:15 - 3:00 TBD TBD 3:00 - 3:30 Wrap-Up —
The Shape of Things To Come
Conclusion Nick Gregory • CEO of The Wealth Engineering Hub

In-Person Experience
Registration
$595 Virtual Experience
Registration
$159


INTRODUCING THE MYWEALTHHUB MULTI-FAMILY OFFICE PLATFORM

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


Your browser does not support HTML5 video.

INTRODUCING
THE WEALTH ADVISORY TRANSFORMATION
POWERTOOL 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"

In-Person Experience
Registration
$595 Virtual Experience
Registration
$159


FUSIONPOWER PARTNERS



Research & Marketing Partner

MEDIA PARTNERS




THE FUSIONPOWER CONFERENCE

IN-PERSON REGI STRATION: $595


INCLUDES: MEALS - NETWORKING RECEPTIONS - NOTEBOOKS CONTINUING EDUCATION - NFL
LEGENDS NIGHT



REGISTER NOW

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WEALTH ADVISORS HUB
HOME OF WEALTHENGINEERINGTM

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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Copyright The Wealth Advisors Hub, LLC 2022. All Rights Reserved.


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.

JOE UJOBAI
CEO OF ALTERNATIVE INVESTMENT EXCHANGE

As a seasoned change agent, Joe has made a career of leading successful market
entry strategies, business development and product innovation in the financial
technology sector. At AIX, Joe’s role is to help clients envision and achieve
exponential business growth enabled by technology implementation. AIX was a
natural fit for Joe, driven by his penchant for new technology and his
impatience for the status quo. Outside of AIX, Joe's passion for art, culture
and education culminates in his involvement with the Smithsonian National
Portrait Gallery, where he serves as chairman, and at Drexel University, where
he is a member of the board of trustees. At home, he’s a dog dad to Henry, who
loves participating in AIX strategy sessions.

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.

PATRICK SPENCER
MANAGING DIRECTOR OF MONEYTREE SOFTWARE

As Pat grows Moneytree nationally, his main focus is on the business development
side, leading and managing strategic alliances. His career has focused on
working with organizations desiring growth and enjoys the challenge of building
the right culture and the right team. Prior to joining Moneytree, Pat was Vice
President of InterVision Systems, a leading strategic service provider focused
on transforming datacenter technology with proven cloud IT strategies. Pat
graduated magna cum laude from Ball State University with BS degrees in both
Psychological Science and Management Science. He also holds a Masters of
Business Administration degree from Indiana University.

RICH CONLEY
EXECUTIVE VICE PRESIDENT OF SIMPLICITY WEALTH

Rich heads up sales, marketing and revenue responsibilities for the three
primary business channels of Simplicity Wealth (part of Simplicity Holdings);
RIA, Broker-Dealer as well as Bank Wealth and Trust. His 35+ years in the
financial services industry have included executive positions with FIS, SunGard
Asset Management, Adhesion Wealth Advisor Solutions and Fidelity. My Conley
holds a B.A. Economics from Virginia Polytechnic Institute & State University.

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.

CHRISTOPHER ABBEY, CHWE, CFP
CHIEF REVENUE OFFICER OF EBENEFITS HUB

Chris has more than 40 years of comprehensive wealth management, insurance and
employee benefits experience. His vast background encompasses both executive
management positions with Raymond James Financial, Planmember Retirement
Solutions and others as well as personal consulting for HNW families and
businesses. He is a Chartered Wealth Engineer and a Certified Financial Planner
and holds an AS Degree from the University of New Orleans.

JOHN BOOTHMAN
STRATEGIC PARTNERSHIP DIRECTOR OF ILIFE TECHNOLOGIES

John focuses on the development of strategic partnerships with insurance and
investment professionals as well as CPAs and Wealth Management Firms for the
iLife digital platform, an all-in-one digital life insurance experience. His 20+
years of financial services experience include management and marketing
positions at Ensight, Crump and Met Life. At iLife the mission is to make the
complex world of life insurance an easier and better place for everyone from the
client who demands a real-time and efficient interaction to the Advisor who
desires to embrace the future of service and client engagement.

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.