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 
5:00 - 6:OO PM
Hotel Lobby
The Summit Welcome Reception
Monday 09-28-2026 
6:00 - 7:OO AM
Agua Dulce Lawn
Workout (Optional)
7:30 - 8:3O AM
Canal Club / Laguna Lawn
Breakfast
8:30 - 10:0O AM
Heritage Ballroom
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.
10:00 - 11:0O AM
Heritage Ballroom
Ted Jenkin, John Poole, - JPTD Partners with Matthew Jarvis, CFP®
Top 10 Things to Rock Your Valuation With Acquisition Partners.
With Boomer entrepreneurs retiring in waves, M&A is red hot across dozens of industries and the financial advisors advising clients in these deals are capturing assets 10x to 100x the size of 401k rollovers.
BREAK · 11:00 – 11:20 AM
11:20 AM – 12:10 PM
Breakout Sessions
Breakout 1:  Lisa Zeeveld - BELAY
Orangedale BCDE
Tax Planning with a Team
How to train a team member to gather tax data (or any other process)
Breakout 2: Shelby Nicholl - Muriel Consulting 
Orangedale AF
Is the Grass Greener? Evaluating the Right Structure for Your Next Stage of Growth
This session offers a practical framework for evaluating whether your current firm, channel, or platform can support what you’re building next—and how to compare the alternatives without getting swept up in the pitch.
12:10 – 1:15 PM
Canal Club / Laguna Lawn
Lunch
1:15–2:30 PM
Heritage Ballroom
Matthew Jarvis CFP® & Micah Shilanski CFP®
Delivering Tax Focused Quarterly Value Adds
If you do tax planning for clients, but they don't know about it, does it still count? (Nope). In this session learn how top advisors provided documented, personalized, actionable and systematized tax planning to clients following a Quarterly Value Add system.
2:30 – 3:30 PM
Heritage Ballroom
Phil M Jones
2:30 – 3:30 PM
Heritage Ballroom
 Phil M Jones
Exactly What to Say® – The Magic Words for Influence and Impact
Quite often, the difference between success and failure in business can be pinpointed to the compounded impact of your conversations. Words matter and understanding how you can use language to influence a conversation is certain to provide you a fair advantage in your challenging marketplace.

This thought-provoking session will have you enthralled from the very start as you discover the power that language has over the subconscious brain, gain practical examples that you can apply instantly and learn how the “Magic Words” from Phil’s best-selling book are applied to your specific business-critical situations.

This session delivers immediate actionable outcomes, where you can expect to be keen to work on your new word choices as early as the next break that follows!

BREAK · 3:30 – 3:45 PM
3:45 – 4:45 PM
Heritage Ballroom
Steven Jarvis, CPA
3:45 – 4:45 PM
Heritage Ballroom
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?!?
5:00 – 6:00 PM
Sunset
RTS Premiere & TPR Freedom Members Only Reception
6:30 – 8:30 PM
Dinner on Own or Sponsor Hosted Dine Arounds
Tuesday 09-29-2026 
6:00 AM - 7:OO AM
Agua Dulce Lawn
Workout (Optional)
7:30 - 8:3O AM
Canal Club / Laguna Lawn
Breakfast
8:30 – 10:00 AM
Heritage Ballroom
Steven Jarvis, CPA 
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.
10:00 – 11:00 AM
Heritage Ballroom
Michael Belluomini & Liam Heffernan - Carson Group & Matthew Jarvis, CFP®
A Tale of Two... Practices: Why AUM doesn't matter and what actually drives value
Two firms. Same AUM. Same revenue. One sold for twice the other. The three reasons why.
BREAK · 11:00 – 11:20 AM
11:20 AM –12:10 PM
Breakout Sessions
Breakout 1: Brian Smith - Foundational Income Associates & Tracy Lownsberry
Orangedale BCDE
Annuities Suck! Here’s Why You Should Use Them
Where insurance products fit and how to educate clients away from wrong-fit products
Breakout 2: Darren Whissen - Invito Energy Partners
Orangedale AF
 Using Alternatives to Cut Tax Bills
Is this a great investment, or not? Conducting due diligence on alternatives offering tax benefits.
12:10 – 1:15 PM
Canal Club / Laguna Lawn
Lunch
12:30–12:50 PM
Bonus Session 
Jump.ai
Runs inside lunch
12:30–12:50 PM
Bonus Session
Jump.ai
Runs inside lunch
The End-to-End AI Platform Built for Advisors
Discover how Jump helps RIAs and wealth management firms replace manual note-taking and disconnected tools with one AI platform built for advisors. From meeting capture to CRM automation to account openings. Learn how firms are saving hours per week while staying audit-ready.
1:15 – 2:05 PM
Breakout Sessions
Breakout 1: Brad Wooten, CPA
Orangedale BCDE
 Stop Upsetting Your Client's CPA: Where are all the good CPAs? 
Learn why 'good fit' beats 'good CPA', how to find CPAs who will collaborate, and how to become an advisor CPAs will refer.
Breakout 2: Robert Nordlander, CPA, CFE
Orangedale AF
Confessions of an IRS Auditor
Understanding IRS audits from the other side of the table. What to do and what to avoid.
Breakout 2: Robert Nordlander, CPA, CFE
Orangedale AF
BREAK · 2:05 – 2:20 PM
2:20 – 3:20 PM
Heritage Ballroom
RaQuel Hopkins
 The Gap Between Potential and Performance
Many high performers know what to do but struggle to consistently execute at the level they desire. This keynote examines the internal barriers that often stand between potential and results and offers frameworks to help advisors take action, build confidence, and perform at a higher level.
2:20 – 3:20 PM
Heritage Ballroom
RaQuel Hopkins
3:20–4:30 PM
Heritage Ballroom
Micah Shilanski, CFP® & Matthew Jarvis, CFP®
3:20–4:30 PM
Heritage Ballroom
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".
5:00 – 6:00 PM
Sunset
RTS Premiere & TPR Freedom Members Only Reception
6:30 – 8:30 PM
Dinner on Own or Sponsor Hosted Dine Arounds
Wednesday 09-30-2026 
6:00 AM - 7:OO AM
Agua Dulce Lawn
Workout (Optional)
7:30 - 8:3O AM
Canal Club / Laguna Lawn
Breakfast
8:30 – 9:45 AM
Heritage Ballroom
Matthew Jarvis, CFP® & Steven Jarvis, CPA
Tax Olympics - Only One Advisor Can Wear the Crown
Who will be the 2026 Tax Olympics Champion? 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.
9:45 – 10:45 AM
Heritage Ballroom
Matthew Jarvis, CFP® Micah Shilanski, CFP® & Steven Jarvis, CPA
9:45 – 10:45 AM
Heritage Ballroom
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. Big ideas are worthless as only the ACTION you take counts. In this session you will work with your peers and our coaches to build your 6-week and 12-month action plans so that next year we can all high-five your success
11:00 – 12:00 PM
Heritage Ballroom
Matthew Jarvis, CFP® Micah Shilanski, CFP® & Steven Jarvis, CPA 
12:00 – 12:15 PM
Heritage Ballroom
11:00 – 12:00 PM
Heritage Ballroom
Matthew Jarvis, CFP® Micah Shilanski, CFP® & Steven Jarvis, CPA 
The Summit Welcome Reception
Workout (Optional)
Breakfast
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.
Top 10 Things to Rock Your Valuation With Acquisition Partners.
With Boomer entrepreneurs retiring in waves, M&A is red hot across dozens of industries and the financial advisors advising clients in these deals are capturing assets 10x to 100x the size of 401k rollovers.
Twenty minutes. Go find someone you have not met.
Tax Planning with a Team
How to train a team member to gather tax data (or any other process)
Is the Grass Greener? Evaluating the Right Structure for Your Next Stage of Growth
This session offers a practical framework for evaluating whether your current firm, channel, or platform can support what you’re building next—and how to compare the alternatives without getting swept up in the pitch.
Lunch
Delivering Tax Focused Quarterly Value Adds
If you do tax planning for clients, but they don't know about it, does it still count? (Nope). In this session learn how top advisors provided documented, personalized, actionable and systematized tax planning to clients following a Quarterly Value Add system.
Exactly What to Say® – The Magic Words for Influence and Impact
Quite often, the difference between success and failure in business can be pinpointed to the compounded impact of your conversations. Words matter and understanding how you can use language to influence a conversation is certain to provide you a fair advantage in your challenging marketplace.
This thought-provoking session will have you enthralled from the very start as you discover the power that language has over the subconscious brain, gain practical examples that you can apply instantly and learn how the “Magic Words” from Phil’s best-selling book are applied to your specific business-critical situations. This session delivers immediate actionable outcomes, where you can expect to be keen to work on your new word choices as early as the next break that follows!
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?!?
RTS Premiere & TPR Freedom Members Only Reception
Dinner on Own or Sponsor Hosted Dine Arounds
Workout (Optional)
Breakfast
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.
A Tale of Two... Practices: Why AUM doesn't matter and what actually drives value
Two firms. Same AUM. Same revenue. One sold for twice the other. The three reasons why.
Twenty minutes. Go find someone you have not met.
Annuities Suck! Here’s Why You Should Use Them
Where insurance products fit and how to educate clients away from wrong-fit products
Using Alternatives to Cut Tax Bills
Is this a great investment, or not? Conducting due diligence on alternatives offering tax benefits.
Lunch
The End-to-End AI Platform Built for Advisors
Discover how Jump helps RIAs and wealth management firms replace manual note-taking and disconnected tools with one AI platform built for advisors. From meeting capture to CRM automation to account openings. Learn how firms are saving hours per week while staying audit-ready.
Stop Upsetting Your Client's CPA: Where are all the good CPAs?
Learn why 'good fit' beats 'good CPA', how to find CPAs who will collaborate, and how to become an advisor CPAs will refer.
 Confessions of an IRS Auditor
Understanding IRS audits from the other side of the table. What to do and what to avoid.
Go find someone you have not met.
The Gap Between Potential and Performance
Many high performers know what to do but struggle to consistently execute at the level they desire. This keynote examines the internal barriers that often stand between potential and results and offers frameworks to help advisors take action, build confidence, and perform at a higher level.
Why Prospects (and Clients) Ignore Your Advice
The proven system for getting to "Yes!" vs "I'll think about it".
RTS Premiere & TPR Freedom Members Only Reception
Dinner on Own or Sponsor Hosted Dine Arounds
Workout (Optional)
Breakfast
Tax Olympics - Only One Advisor Can Wear the Crown
Who will be the 2026 Tax Olympics Champion? 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. Big ideas are worthless as only the ACTION you take counts. In this session you will work with your peers and our coaches to build your 6-week and 12-month action plans so that next year we can all high-five your success
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.
Closing Comments
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
12:00 – 12:15 PM
Heritage Ballroom
Closing Comments
Member Lounge Open: 7:30 AM - 9:00 PM on Monday & Tuesday and 7:30 AM - 1:30 pm on Wednesday
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.
An execution plan...not just ideas, but a step-by-step strategy to implement.
A stronger business model...clearer processes, more profitability, less stress.
A network of elite advisors...people who challenge, support, and push you to grow.
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

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