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Exclusive CEG Elite Wealth Advisor Virtual Conference
 
THE STARS ARE
 
ALIGNED
 
Exclusive CEG Elite Wealth Advisor Virtual Conference
 
THE STARS ARE
 
ALIGNED
 
Exclusive CEG Elite Wealth Advisor Virtual Conference
 
DATE: March 6, 2018
TIME: 9:00 A.M. – 1:30 P.M Pacific Time
 
    Register for this powerful complimentary
    event right now!
     
    Enter your contact information below
     
    We respect your privacy and security.
    Exclusive CEG Elite Wealth Advisor Virtual Conference
     
    DATE: March 6, 2018
    TIME: 9:00 A.M. – 1:30 P.M Pacific Time
     
      Register for this powerful complimentary
      event right now!
       
      Enter your contact information below
       
      We respect your privacy and security.
      VIRTUAL CONFERENCE OVERVIEW
       
      Why You Should Attend
      This Virtual Conference
       
      We are in the midst of a once-in-a-career opportunity to substantially grow your practice, add millions in AUM and move upmarket to serve even more wealthier clients.

      The phenomenal growth in private wealth and the new tax law mean that the amount of investable assets controlled by the wealthy will only continue to grow. And most of these assets will end up being managed by financial advisors.

      However, we know from decades of researching the best practices of financial advisors that relatively few will proactively pursue these opportunities as a springboard to substantially greater success.

      Will you be one of them?

      With the market continuing to boom, we know it’s easy to be complacent. But if you want to get the biggest boost of your career by focusing on the wealthy and being able to deliver the expertise they need, now is the time to act. (And if you don’t, you can be sure your competition will.)

      The Stars Are Aligned: How to Supercharge Your Practice with Today’s Opportunities is a free virtual conference that will equip you to create a steady stream of affluent investors who want to do business with you, as well as how to meet their non-investment wealth planning needs by accessing the right professionals.   

      If you have ever wanted to supercharge your practice, now is the time. Register for The Stars Are Aligned today.
      3
      We are in the midst of a once-in-a-career opportunity to substantially grow your practice, add millions in AUM and move upmarket to serve even more wealthier clients.

      The phenomenal growth in private wealth and the new tax law mean that the amount of investable assets controlled by the wealthy will only continue to grow. And most of these assets will end up being managed by financial advisors.

      However, we know from decades of researching the best practices of financial advisors that relatively few will proactively pursue these opportunities as a springboard to substantially greater success.
      3
      Will you be one of them?
      3
      We know it’s easy to be complacent even with the recent volatility. But if you want to get the biggest boost of your career by focusing on the wealthy and being able to deliver the expertise they need, now is the time to act. (And if you don’t, you can be sure your competition will.)
      3
      The Stars Are Aligned: How to Supercharge Your Practice with Today’s Opportunities
      3

      is a free virtual conference that will equip you to create a steady stream of affluent investors who want to do business with you, as well as how to meet their non-investment wealth planning needs by accessing the right professionals.   

      If you have ever wanted to supercharge your practice, now is the time.
      3
      Register for The Stars Are Aligned today.
      3
      HERE IS YOUR PANEL OF EXPERTS
       
      HERE IS YOUR PANEL OF EXPERTS
       
      John Bowen
      John Bowen is the CEO and founder of CEG Worldwide. He has shown hundreds of financial advisors how to build simple and elegant wealth management businesses that make them indispensable to the right affluent clients—while dramatically improving their quality of life.
       
      Russ Alan Prince
      Russ Alan Prince is one of the leading authorities in the private wealth industry. He regularly consults with the Super Rich, family offices and select professionals. He is executive director of Private Wealth magazine, is executive director of the Family Office Association Institute and writes the Serious Money column on Forbes.com. He has authored or co-authored more than 50 books, including The High-Functioning Single-Family Office: A Primer for Family Members and Senior Management.
      1
      Edward Renn
      Ed Renn is a partner at Withersworldwide, focusing on domestic and international private client matters. He provides legal advice on U.S. and international estate planning, income maximization strategies, FLP and LLC planning, wealth preservation, business succession planning, international tax planning for entities and individuals, trust structures and estate administration. He is a frequent speaker and has co-authored several books on estate planning.
       
      Frank Seneco
      Frank Seneco is president of Seneco & Associates, Inc., one the leading advanced planning firms with a specialty in structuring sophisticated life insurance solutions. In conjunction with his partners, staff and retained network of specialists, he works with families who have significant wealth to enhance their wealth, tax-efficiently transfer their wealth to the next generation and protect their wealth from unjust lawsuits. Besides providing planning ideas and solutions, he brings to the process the critical function of translating the strategies each discipline uses into viable solutions for wealthy clients.
      Ellie Peters
      Ellie Peters is a wealth advisor and strategist at Flynn Family Office (FFO), the premier family office and business management firm based in New York and Los Angeles. FFO serves ultra-high net worth individuals, including billionaires, athletes, entertainers, artists, entrepreneurs and investment managers. As an innovative, disruptive and growth oriented firm, FFO stands at the forefront of the outsourced family office model. Ellie is a frequent speaker at seminars and conferences across the country on topics related to wealth management and governance issues for women and millennials.
      Richard Flynn
      Rick Flynn is an international authority on the family office space who has helped to transform the sector by designing and implementing outsourced solutions that bridge financial and lifestyle objectives. An experienced wealth and business manager, he works with entrepreneurs, executives, athletes, artists and entertainers—and their professional advisory teams—to create customized strategies that build and protect fortunes and legacies while unlocking the power of their personal brands.
      Wesley Sierk
      Wes Sierk is the president and lead strategist for Risk Management Advisors, Inc. He is an expert in executive compensation, corporate benefit planning, alternative risk transfer, and captive insurance formation and management. He has deep experience helping highly profitable, closely-held businesses limit their risk exposure and taxes through qualified plan structures, onshore and off-shore entities, and trust arrangements.
      John Bowen
      John Bowen is the CEO and founder of CEG Worldwide. He has shown thousands of financial advisors how to build simple and elegant wealth management businesses that make them indispensable to the right affluent clients—while dramatically improving their quality of life.
       
      Russ Alan Prince
      Russ Alan Prince is one of the leading authorities in the private wealth industry. He regularly consults with the Super Rich, family offices and select professionals. He is executive director of Private Wealth magazine, is executive director of the Family Office Association Institute and writes the Serious Money column on Forbes.com. He has authored or co-authored more than 50 books, including The High-Functioning Single-Family Office: A Primer for Family Members and Senior Management.
      1
      Edward Renn
      Ed Renn is a partner at Withersworldwide, focusing on domestic and international private client matters. He provides legal advice on U.S. and international estate planning, income maximization strategies, FLP and LLC planning, wealth preservation, business succession planning, international tax planning for entities and individuals, trust structures and estate administration. He is a frequent speaker and has co-authored several books on estate planning.
      Frank Seneco
      Frank Seneco is president of Seneco & Associates, Inc., one the leading advanced planning firms with a specialty in structuring sophisticated life insurance solutions. In conjunction with his partners, staff and retained network of specialists, he works with families who have significant wealth to enhance their wealth, tax-efficiently transfer their wealth to the next generation and protect their wealth from unjust lawsuits. Besides providing planning ideas and solutions, he brings to the process the critical function of translating the strategies each discipline uses into viable solutions for wealthy clients.
      Ellie Peters
      Ellie Peters is a wealth advisor and strategist at Flynn Family Office (FFO), the premier family office and business management firm based in New York and Los Angeles. FFO serves ultra-high net worth individuals, including billionaires, athletes, entertainers, artists, entrepreneurs and investment managers. As an innovative, disruptive and growth oriented firm, FFO stands at the forefront of the outsourced family office model. Ellie is a frequent speaker at seminars and conferences across the country on topics related to wealth management and governance issues for women and millennials.
      Richard Flynn
      Rick Flynn is an international authority on the family office space who has helped to transform the sector by designing and implementing outsourced solutions that bridge financial and lifestyle objectives. An experienced wealth and business manager, he works with entrepreneurs, executives, athletes, artists and entertainers—and their professional advisory teams—to create customized strategies that build and protect fortunes and legacies while unlocking the power of their personal brands.
      Wesley Sierk
      Wes Sierk is the president and lead strategist for Risk Management Advisors, Inc. He is an expert in executive compensation, corporate benefit planning, alternative risk transfer, and captive insurance formation and management. He has deep experience helping highly profitable, closely-held businesses limit their risk exposure and taxes through qualified plan structures, onshore and off-shore entities, and trust arrangements.
      VIRTUAL CONFERENCE AGENDA
       
      VIRTUAL CONFERENCE AGENDA
       
      John Bowen and Russ Alan Prince
      9:00 a.m. PT / 12:00 p.m. ET
      The Stars Are Aligned: Why Tax Reform Makes Now the Time to Supercharge Your Practice
      We are in the midst of a once-in-a-career opportunity to substantially grow your practice, add millions in AUM and move upmarket to serve wealthier clients. John Bowen and Russ Alan Prince set out the four key actions to take now to put your practice into overdrive.

      Ed Renn
      9:30 a.m. PT / 12:30 p.m. ET
      The Solutions in the New Tax Law
      The changes in tax law are creating significant opportunities for advisors who want to help their current and future clients make astute tax mitigation and estate planning decisions. Ed Renn discusses the smart moves to consider now.

      Frank Seneco
      10:00 a.m. PT / 1:00 p.m. ET
      The Role of Life Insurance for the Wealthy Today
      Life insurance has played a big role in helping the affluent maximize the probability of achieving their financial goals. In the context of the new tax reform, Frank Seneco addresses when life insurance is most effective and even more important, when traditional insurance is no longer necessary, as well as how to use it to build assets under management while serving your clients well.

      Russ Prince
      10:30 a.m. PT / 1:30 p.m. ET
      Creating a Pipeline of Wealthy Clients from Attorneys
      Your relationships with attorneys who serve wealthy clients can be the key for building a steady stream of qualified client referrals—provided you build those strategic relationships to benefit everyone involved. Russ Alan Prince describes how to systematically motivate attorneys to introduce you to their best clients.

      Ellie Peters
      11:00 a.m. PT / 2:00 p.m. ET
      The Opportunities with Wealthy Millennial Inheritors
      Wealthy millennial inheritors, like all the affluent, want help making smart decisions about their money. Ellie Peters shares how you can reach and work effectively with affluent members of this underserved market. 

      John Bowen
      11:30 a.m. PT / 2:30 p.m. ET
      Creating a Pipeline of Wealthy Clients from Accountants
      Accountants today face myriad challenges in growing their practices—challenges that you can help them solve even as you move upmarket to serve their affluent clients. John Bowen provides a proven process for building profitable strategic partnerships with accountants that will generate a consistent stream of new wealthy clients.

      Rick Flynn
      12:00 p.m. PT / 3:00 p.m. ET
      Building a Team to Serve the Very Wealthy
      Family offices serving the ultra-wealthy are experts in assembling teams of professionals to meet the diverse needs of their clients. Rick Flynn shares his lessons from the world of family offices and how to apply them in your own practice to attract and serve the wealthy.

      Wes Sierk
      12:30 p.m. PT / 3:30 p.m. ET
      Advanced Strategies for Successful Business Owners
      In today’s hypercompetitive world, business owners are looking for every advantage they can get when it comes to reducing risks and mitigating taxes. Wes Sierk discusses some of the advanced strategies being used successfully after tax reform. 

      John Bowen
      1:00 p.m. PT / 4:00 p.m. ET
      Become the Expert the Wealthy Want
      Possibly the single most effective way to supercharge your practice is to become a thought leader to your market. John Bowen shows how to build the foundation for thought leadership that will result in even more high-net-worth clients and more assets to manage.
      John Bowen and Russ Alan Prince
      9:00 a.m. PT / 12:00 p.m. ET
      The Stars Are Aligned: Why Tax Reform Makes Now the Time to Supercharge Your Practice
      We are in the midst of a once-in-a-career opportunity to substantially grow your practice, add millions in AUM and move upmarket to serve wealthier clients. John Bowen and Russ Alan Prince set out the four key actions to take now to put your practice into overdrive.

      Ed Renn
      9:30 a.m. PT / 12:30 p.m. ET
      The Solutions in the New Tax Law
      The changes in tax law are creating significant opportunities for advisors who want to help their current and future clients make astute tax mitigation and estate planning decisions. Ed Renn discusses the smart moves to consider now.

      Frank Seneco
      10:00 a.m. PT / 1:00 p.m. ET
      The Role of Life Insurance for the Wealthy Today
      Life insurance has played a big role in helping the affluent maximize the probability of achieving their financial goals. In the context of the new tax reform, Frank Seneco addresses when life insurance is most effective and even more important, when traditional insurance is no longer necessary, as well as how to use it to build assets under management while serving your clients well.

      Russ Prince
      10:30 a.m. PT / 1:30 p.m. ET
      Creating a Pipeline of Wealthy Clients from Attorneys
      Your relationships with attorneys who serve wealthy clients can be the key for building a steady stream of qualified client referrals—provided you build those strategic relationships to benefit everyone involved. Russ Alan Prince describes how to systematically motivate attorneys to introduce you to their best clients.

      Ellie Peters
      11:00 a.m. PT / 2:00 p.m. ET
      The Opportunities with Wealthy Millennial Inheritors
      Wealthy millennial inheritors, like all the affluent, want help making smart decisions about their money. Ellie Peters shares how you can reach and work effectively with affluent members of this underserved market. 

      John Bowen
      11:30 a.m. PT / 2:30 p.m. ET
      Creating a Pipeline of Wealthy Clients from Accountants
      Accountants today face myriad challenges in growing their practices—challenges that you can help them solve even as you move upmarket to serve their affluent clients. John Bowen provides a proven process for building profitable strategic partnerships with accountants that will generate a consistent stream of new wealthy clients.

      Rick Flynn
      12:00 p.m. PT / 3:00 p.m. ET
      Building a Team to Serve the Very Wealthy
      Family offices serving the ultra-wealthy are experts in assembling teams of professionals to meet the diverse needs of their clients. Rick Flynn shares his lessons from the world of family offices and how to apply them in your own practice to attract and serve the wealthy.

      Wes Sierk
      12:30 p.m. PT / 3:30 p.m. ET
      Advanced Strategies for Successful Business Owners
      In today’s hypercompetitive world, business owners are looking for every advantage they can get when it comes to reducing risks and mitigating taxes. Wes Sierk discusses some of the advanced strategies being used successfully after tax reform. 

      John Bowen
      1:00 p.m. PT / 4:00 p.m. ET
      Become the Expert the Wealthy Want
      Possibly the single most effective way to supercharge your practice is to become a thought leader to your market. John Bowen shows how to build the foundation for thought leadership that will result in even more high-net-worth clients and more assets to manage.
      The conference starts at 9:00 a.m. PT / 12:00 p.m. ET and ends at 1:30 p.m. PT / 4:30 p.m. ET.
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