Breakout Sessions
Not Just Another Personal Finance Session
Session Track: Surge with Skills
This interactive, action-driven session will teach you how to think of money as a tool, not just a goal; how to get your financial life in order; and how to create a full financial wellness plan that you can actually follow. This session also will cover the 2018 tax law changes without making you yawn. Your financial “Wealth Alpha™” is not about money alone: It’s about how you use your assets, relationships, unique knowledge, and other resources to accomplish your goals. Whether you’re just starting your financial journey or an experienced pro looking to hit refresh, rest assured that this is not just another personal finance session.
Reneé Caputi, MBA, JD, LLM
Founder/CEO - Enhanced Solutions Advisors, LLC
Renee’ Caputi is a trusted advisor who provides consultative and advisory wealth planning to cross-border and U.S. entrepreneurs and families. This includes coordinating the various specialty professionals needed for a tax, estate, succession, or investment plan to ensure the best and most efficient structures and management are in place. She believes that the potential of “Enhanced Alpha” lies within every individual, every family, and every business. Her goal is to inspire people to achieve that efficiency by sharing a mindset of positivity, possibility, and purposefulness mixed with a healthy dose of gratitude.