Events
THE SUMMIT 2025
Focused on tax planning and led by the industry's top experts, THE SUMMIT is the ultimate event for learning how to apply tax strategies in the real world. Since taxes are just one piece of the financial puzzle, THE SUMMIT will expand in 2025 to feature the best-in-practice management, leadership, and growth.
Business Planning Mastermind
December 4-6, 2024
Phoenix, AZ
2025 TAX PLANNING SUMMIT
Sept. 30 - Oct. 3, 2025
Omni Hotel Tempe
Tempe, AZ
THE PERFECT RIA EVENTS
Here are the rest of our events that we'll be taking part in for 2025.
Business Planning Mastermind
December 4-6, 2024
Phoenix, AZ
TPR Networking Event
April 23, 2025
Culinary Dropout Tempe
Tempe, AZ
Retirement Tax Services Networking Event
April 27, 2025
Eddie Merlot's
Columbus, OH
RTS Networking Event
May 7, 2025
Seattle, WA
Business Planning Mastermind
December 4-6, 2024
Phoenix, AZ
The Perfect RIA Freedom Mastermind
April 23, 2025
Culinary Dropout Tempe
Tempe, AZ
The Financial Advisor's Ultimate Exit Playbook
June 2, 2025
Atlanta, GA
RTS Networking Event
May 7, 2025
Milwaukee, WI
Business Planning Mastermind
December 4-6, 2024
Phoenix, AZ
The Perfect RIA Freedom Mastermind
September 29-30, 2025
Omni Tempe Hotel
Tempe, AZ
BUSINESS PLANNING WORKSHOP
December 10, 2025
TBD
WE HELP FINANCIAL ADVISORS DELIVER MASSIVE VALUE TO THEIR CLIENTS
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