THE SUMMIT 2026
September 27 - September 30, 2026 | The Scott Resort & Spa, AZ
The agenda is here. Explore the sessions, speakers, and conversations planned for The Summit 2026.
Join financial advisors and industry leaders at the The Summit 2026 for actionable tax planning insights, real-world strategies, and conversations designed to help you deliver more value to clients and grow your impact.
Learn from hand-picked speakers, connect with peers, and leave with ideas you can put into practice right away.
THE SUMMIT 2026: AGENDA
Sunday 09-27-2026
4:00 PM - 6:OO PM
The Summit Welcome Reception
Monday 09-28-2026
Session 1
Steven Jarvis, CPA & Micah Shilanski CFP®
The Intersection of Taxes & Financial Planning - 7 things YOU are missing.
The seven most frequently missed tax strategies and how to get clients (and yourself) to implement them.
Session 2
Carson Group
Tax lessons learned from 54,000 clients.
Breakout Sessions
Breakout Block A (Choose One)
Breakout Block B (Choose One)
Breakout Block A (Choose One)
Breakout Block B (Choose One)
During this time block, attendees will select from several specialized breakout sessions covering practical strategies, implementation tactics, and real-world applications. Specific topics will be revealed soon.
Session 5
Phil M. Jones
Knowing Exactly What to Say
Session 6
Steven Jarvis, CPA
How to become (or find) a Tax-Wizard
Actual tax planning remains the ultimate value proposition for advisors. But how will you become (or find) a Tax-Wizard when you still have a practice to grow & run?!?
Tuesday 09-29-2026
Session 1
Steven Jarvis, CPA & Matthew Jarvis, CFP®
Roth Conversions and Your Clients - How to actually get people to take action
How to get clients to bite the bullet on paying taxes today vs waiting till tomorrow.
Session 2
JPTD Partners
Is your practice worth 1x? 7x? Or something in between?
What you can learn from the hundreds of advisor deals we brokered this year.
Breakout Sessions
Breakout Block A (Choose One)
Breakout Block B (Choose One)
During this time block, attendees will select from several specialized breakout sessions covering practical strategies, implementation tactics, and real-world applications. Specific topics will be revealed soon.
Session 5
RaQuell Hopkins
Stop waiting for it to be easy, just do the work
Session 5
RaQuell Hopkins
Session 6
Micah Shilanski, CFP® & Matthew Jarvis, CFP®
Why prospects (and clients) ignore your advice
The proven system for getting to "Yes!" vs "I'll think about it".
Wednesday 09-30-2026
Session 1
Tax Olympics
Tax Olympics - Only one Advisor can wear the crown
Compete against your peers for title of Tax Summit Olympian. Questions will include items from the conference, general tax planning knolwedge, some real zingers and voting by peers.
Breakout Sessions
Matthew Jarvis, CFP® Micah Shilanski, CFP® & Steven Jarvis, CPA
What will you actually implement?!?
We've all left conferences with dozens of ideas, none of which get implemented. Not here.
Session 3
Matthew Jarvis, CFP® Micah Shilanski, CFP® & Steven Jarvis, CPA
The Summit Welcome Reception
The Intersection of Taxes & Financial Planning - 7 things YOU are missing.
The seven most frequently missed tax strategies and how to get clients (and yourself) to implement them.
Tax lessons learned from 54,000 clients.
During this time block, attendees will select from several specialized breakout sessions covering practical strategies, implementation tactics, and real-world applications. Specific topics will be revealed soon.
Knowing Exactly What to Say
How to become (or find) a Tax-Wizard
Actual tax planning remains the ultimate value proposition for advisors. But how will you become (or find) a Tax-Wizard when you still have a practice to grow & run?!?
Roth Conversions and Your Clients - How to actually get people to take action
How to get clients to bite the bullet on paying taxes today vs waiting till tomorrow.
Is your practice worth 1x? 7x? Or something in between?
What you can learn from the hundreds of advisor deals we brokered this year.
During this time block, attendees will select from several specialized breakout sessions covering practical strategies, implementation tactics, and real-world applications. Specific topics will be revealed soon.
Stop waiting for it to be easy, just do the work
Why prospects (and clients) ignore your advice
The proven system for getting to "Yes!" vs "I'll think about it".
Tax Olympics - Only one Advisor can wear the crown
Compete against your peers for title of Tax Summit Olympian. Questions will include items from the conference, general tax planning knolwedge, some real zingers and voting by peers.
What will you actually implement?!?
We've all left conferences with dozens of ideas, none of which get implemented. Not here.
Sharing Best Practices
Sharing Best Practices
Get the highlights what each of your peers learned, what they are going to implement and how they've overcome whatever constraints are holding back your business.
Get the highlights what each of your peers learned, what they are going to implement and how they've overcome whatever constraints are holding back your business
More sessions are coming. We’re finalizing the remaining agenda and will be unlocking them soon.
More expert-led sessions
Real-world tax and financial planning strategies and business moves you can actually use.
More elite advisors
Connect with top performers who take action, not notes.
More hands-on workshops
No theory, no fluff, just implementation that drives results.
The Questions Advisors Ask Most
Venue & Registration
Where is the event located?
THE SUMMIT 2026 will be held at The Scott Resort & Spa (4925 North Scottsdale Road, Scottsdale, AZ 85251).
A discounted room block is available for attendees.
What’s your refund policy?
100% refund if you cancel at least 60 days before the event start date.
50% refund for cancellations between 30 and 59 days before the event.
Tickets are transferable to another attendee up to 7 days before the event at no additional cost (written notice required).
Does this event sell out?
Every year. The 2026 event has a capped room size to maintain the intimacy required for real implementation. Register early.
Content & Value
Do I need to be good at taxes to attend?
No. THE SUMMIT is built for advisors who want to confidently integrate tax planning without becoming a CPA. You’ll learn simple, repeatable frameworks to use immediately.
Will I get CE credits for attending?
Yes. Full details will be released closer to the event, but CE is included. However, the value is the transformation: new processes, new confidence, new communication skills, and an implementation ready plan for your practice.
Is this right for new advisors?
Yes if you want to build your practice the right way from day one. The systems are designed to work whether you have 10 clients or 200.
Is this right for established advisors?
Yes especially if you're tired of bloated financial plans, inconsistent tax work, or operational chaos. You’ll learn how to simplify, systematize, and scale without burning out your team.
Is this right for established advisors?
Yes especially if you're tired of bloated financial plans, inconsistent tax work, or operational chaos. You’ll learn how to simplify, systematize, and scale without burning out your team.
Can I bring my team?
Yes. Your team will learn how to support tax first planning, communicate more effectively, optimize operations, and reduce the pressure on you as the advisor.
If you are ready to close the distance between where you are and where you should already be, this is your moment!
📅 September 27 - September 30, 2026 | 📍 The Scott Resort & Spa, AZ