March 19 & 20, 2015
Hilton Orlando Lake Buena Vista
Lake Buena Vista, FL

IN 2015, PPI brought you the Fusion Collaboration, a new symposium for professional advisors and consultants who want to stay current with technical topics and gain awareness of best practices for individual and family flourishing.  Fusion Collaboration showcased the benefits of fusing the technical aspects of Estate Planning and Wealth Management with the positivity of relational and legacy planning.

Those in attendance were: Attorneys, CFPs, CLUs, CPAs, family business consultants, trustees and wealth managers who want to stay current with technical topics and gain awareness of best practices for individual and family flourishing.

Stephan Leimberg, JD

Howard Neiswender, Esq.

James Grubman, PhD, TEP

Timothy J. Belber, JD, AEP®

Lance Losey, Esq

Holly Isdale, JD

Elaine King, CFP®

Mariana Martinez, PsyD

L. Paul Hood, Jr

Ed Morrow, CLU, ChFC, RFC®

Nathan Dungan

Claudia Sangster, JD

John Enright

Michael Palumbos, ChFC

Phil Cubeta, MSFS, CLU®, ChFC®, CAP®

Steven Meyers, PhD

John Guerin, PhD, ChFC, CDFA

L. Paul Hood, Jr

Cathy Carroll, MBA, ACC

Kim Kamin, JD, AEP®

Susan Bradley, CFP®

Dana G. Fitzsimons, Jr, JD

Kathleen M. Rehl, PhD, CFP®, CFT™

Richard B. Wagner, JD, CFP

2015 Fusion Keynotes

Stephan R. Leimberg
Non-Tax Aspects Of Business Succession Planning

James Grubman
Fusion Power: Where Smart Meets Heart

Plus 20 Breakout Sessions

Sponsors