September 27 - SEPTEMBER 30, 2026

The Scott Resort & Spa, AZ

THE SUMMIT 2026

TURNING FINANCIAL PLANS INTO ACTION - 
WITH TAX AT THE CENTER

 When was the last time you attended an event that truly helped you serve your clients better? 

THE SUMMIT 2026 is the ONLY event where you’ll learn how to simplify financial planning, amplify results, and put tax where it belongs - at the heart of every client conversation. You’ll walk away with the strategies, systems, and clarity to scale smarter, charge more, and become the advisor clients chase.
📅 September 27 - September 30, 2026 | 📍 The Scott Resort & Spa, AZ

THE SUMMIT 2026: 
Implementation Lab for Advisors Who Refuse to Be Average

Stop kidding yourself. You already know…
You should be farther ahead than you are.  You should feel more confident with tax planning.  Your processes should be tighter.  Your meetings should run smoother.  Your team should be stronger. Your growth should be more predictable.
Your clients should see you as the one person who has complete command of their financial life - not just someone who manages their investments. The problem? 

You’ve never been shown the system that makes that level of excellence possible.

Until now.
THE SUMMIT 2026 IS NOT A CONFERENCE.
It’s an Implementation Lab for advisors who refuse to be average. While other events drown you in CE sessions, product pitches, and ideas you’ll never use, THE SUMMIT creates transformation in real time, in the room.

What You’ll Walk Away With...

By the time you leave, your next year of client work will already be mapped out and ready to execute...

A complete tax-first planning framework.


Templates and scripts ready for immediate client use.


Communication tools that reshape how clients respond to you.


Systems that let you grow without burning out.


Clarity, confidence, and a 12-month action plan.


Who Should Attend?

THE SUMMIT 2026 is built for advisors who want to rise above the competition and deliver massive value without burning out. Whether you’re...

Tired of long, complicated financial plans that overwhelm instead of inspire - Most advisors confuse volume with value. Your clients don’t need a 50-page binder of jargon; they need clarity and direction.


Ready to deliver real tax value without becoming a CPA - You know tax is where the biggest opportunities lie, but you don’t want to drown in forms or regulations.


Bringing on new clients, expanding your team, or rethinking your model – THE SUMMIT 2026 gives you the systems to scale with confidence and build a firm that grows stronger year after year.


...this event equips you with the tax strategies, one-page planning process, and implementation frameworks to thrive.
THE SUMMIT 2026 starts September 27th, 2026. 
Seats are limited - reserve yours now!
📅 September 27 - September 30, 2026 | 📍 The Scott Resort & Spa, AZ

Why You Need To Be In The Room

Most conferences are built to entertain you - not transform you.

At THE SUMMIT 2026, you won’t just sit through presentations - you’ll compete, collaborate, and sharpen your skills alongside advisors facing the same challenges you do. 

You’ll leave with systems you can apply the very next day: simplify financial planning, amplify results and confidently integrate tax planning into every financial plan.

Why THE SUMMIT is the only room that actually moves your career forward?
Other Conferences
Talk AT You
Are Vendor-Centric
Give You Information
Overwhelm You
Teach What’s Trendy Today
THE SUMMIT 2026
 Makes You Implement In the Room. You leave with real tools in hand - including a tax-first one-page plan, a complete communication script set, and a 12-month practice-growth blueprint.
 Is Advisor-Centric. No product pitches. No sales agendas. Every speaker has actually built a real practice.
 Give You Transformation. If it doesn’t change how you run meetings, plan, communicate, scale, and deliver value - what’s the point?
 Simplify Everything. You’ll finally get the clarity on tax planning and team structure you’ve been chasing for years. It’s the map - not more noise.
 Train You for the Next Decade. Real tax planning, communication mastery, capacity building, and practice design - built to last.
Other Conferences
Talk AT You
THE SUMMIT 2026
 Makes You Implement In the Room. You leave with real tools in hand - including a tax-first one-page plan, a complete communication script set, and a 12-month practice-growth blueprint.
Other Conferences
Are Vendor-Centric
THE SUMMIT 2026
 Is Advisor-Centric. No product pitches. No sales agendas. Every speaker has actually built a real practice.
Other Conferences
Give You Information
THE SUMMIT 2026
 Give You Transformation. If it doesn’t change how you run meetings, plan, communicate, scale, and deliver value - what’s the point?
Other Conferences
Overwhelm You
THE SUMMIT 2026
 Simplify Everything. You’ll finally get the clarity on tax planning and team structure you’ve been chasing for years. It’s the map - not more noise.
Other Conferences
Teach What’s Trendy Today
THE SUMMIT 2026
 Train You for the Next Decade. Real tax planning, communication mastery, capacity building, and practice design - built to last.
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.
Warning: This Event Sells Out Every Year!
And for 2026, we’re capping attendance even further.
Why? Because implementation requires intimacy, deep conversations, and real advisor-to-advisor collaboration.  This is not a “cattle-call” megaconference. It’s a room where the work actually gets done.
📅 September 27 - September 30, 2026 | 📍 The Scott Resort & Spa, AZ
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.
 Brought To You By:
Steven Jarvis, CPA, MBA
Retirement Tax Services
Steven Jarvis, CEO and head CPA of Retirement Tax Services, partners with financial advisors to revolutionize tax strategies, combat IRS overpayments, and educate through publications and podcasts. 

With over a decade of hands-on CPA experience, he possesses a wealth of knowledge to create tailored and actionable content for his audience. Steven's valuable insights have earned recognition in esteemed industry publications like Advisor Perspectives, US News, and SmartAsset. 
Micah Shilanski, CFP®
The Perfect RIA | Shilanski & Associates
Micah Shilanski, CFP®, is a leading financial planner known for turning the 'impossible' into reality. As a sought-after speaker in lifestyle design for financial planners, he spends over 6 months away from the office annually while consistently growing his practice by at least 20%. 

Micah's success stems from his relentless focus on client value, optimizing operations, and leveraging technology. He specializes in federal retirement benefits, showcased through his platform Plan-Your-Federal-Retirement.com and e-book "The Best Kept Secret in CSRS". 
 Matthew Jarvis, CFP®, ChFC
The Perfect RIA | Jarvis Financial
Matthew Jarvis, CFP®, is a top financial advisor, author, and industry leader known for helping advisors Deliver Massive Value™. As co-founder of The Perfect RIA and co-host of its chart-topping podcast, Matthew shares practical strategies that challenge outdated industry norms. He is recognized for his bold approach to increasing profitability by systematizing operations, raising fees, and creating real value for clients. At Jarvis Financial, he manages $175M for 150 households - generating $2M annually - while enjoying over 250 free days each year.
Speakers at The Summit 2026:
RaQuel Hopkins 
RaQuel Hopkins is the founder of Success is Complicated. Her career journey began in the realm of HR, where she ascended to the position of VP of HR for a global telecommunications firm. She then transitioned into coaching and mental health, where she continues to make significant impacts. RaQuel holds a BS in Business, an MBA in International Business, and a Master’s in Clinical and Mental Health Counseling. Dedicated to transcending traditional coping mechanisms, her work is focused on promoting genuine thriving and capacity building in individuals and organizations.

Phil Jones
Phil M Jones thinks and acts differently. His precise insights around communication, added to a proven personal pedigree of peak performance and a richness of real-world experience mean that Phil is the kind of thought leader whose counsel is sought by other thought leaders. He believes with passion that the answer to increased success, in every area of life, is to ask better questions, focus on QUALITY of conversation as well as quantity and that quite often, the difference between you, and all the others, is knowing exactly what to say, when to say it, and how to make more of your conversations count.

Robert Norlander
Robert Norlander is highly accomplished forensic accountant with proven expertise in financial litigation and an extensive background as an IRS Senior Special Agent. Wide experience in federal court proceedings through my investigatory work, consultancy services, and acting as an expert witness.
Featured Guest Speakers Include:
Scott Danner
Freedom Street Partners
Scott Danner is a CEO, entrepreneur, and author of the Amazon bestseller Freedom Street. He hosts The High Performance LIFE podcast and leads Freedom Street Partners, where he helps high performers align success with purpose through his L.I.F.E. framework - Love, Impact, Faith, and Energy. Scott also co-founded the Chesapeake Virginia Wine Festival, which has raised over $2.5 million for local charities.
Jeff Levine, CPA/CFP®
Focus Partners Wealth
Jeffrey Levine, CPA/PFS, CFP®, AIF®, CWS®, MSA, is Chief Planning Officer at Focus Partners Wealth and the Lead Financial Planning Nerd at Kitces.com. A nationally recognized advisor, award-winning educator, and speaker, Jeff simplifies complex tax, retirement, and estate strategies for advisors and consumers alike. He travels extensively, training hundreds of professionals each year, and is the founder of Fully Vested Advice, with regular contributions to Kitces, Forbes, CNBC, and more . 
Sarah Brenner, JD
Ed Slott and Company, LLC
Sarah Brenner, JD, is Director of Retirement Education at Ed Slott & Company and a leading expert in IRA distribution planning with 20+ years of experience. Renowned for her engaging, pop-culture-driven teaching style, she simplifies complex IRA rules for advisors, CPAs, attorneys, and clients. Sarah speaks at major industry events and answers thousands of IRA questions annually. A former elder-law attorney, she also spent 15 years as a senior consultant at PM Consulting.
Ted Jenkin
oXYGen Financial
Ted Jenkin is a nationally recognized personal finance expert and author of Real Life, Real Money and The 21‑Day Budget Cleanse . With nearly three decades in financial services and over $1 billion in assets under management, he specializes in empowering Gen X and Gen Y through accessible, emotion‑driven financial guidance . Ted also hosts the popular podcast The Shrimp Tank and serves as a contributor to CNN, CNBC, and The Wall Street Journal, bringing expert insight with a relatable twist. 
Amy Kizer
TalentLink Solutions
Amy Kizer is a seasoned recruitment expert with over two decades of experience helping firms make the right hiring decisions. She began her career in 1999, placing executive assistants before moving into leadership roles at a global staffing firm, where she managed a team of 30 consultants. Amy later built an accounting and finance division from the ground up - growing it to 70 active contractors in five years. Before launching TalentLink, she served as in-house recruiter for a mid-size broker/dealer, leading hiring across the entire organization.
Brian Smith
Foundational Income Associates
Brian Smith is a veteran insurance wholesaler with over 20 years of experience helping financial advisors solve the complex puzzles of client income, safety, and accumulation strategies. As part of Foundational Income Associates, Brian is known for his relationship-first approach - often fishing, hunting, or golfing with the advisors he serves to better understand how they think and what drives their clients' needs. A trusted partner in the field, Brian combines deep industry knowledge with a passion for finding the right fit for every client scenario. 
Invest in Your Practice
THE SUMMIT 2026 isn’t just another conference...
... it’s a full toolkit for elevating your practice, now and for the next 12 months.
Save Over $800...
and transform Your Practice at THE SUMMIT 2026
Get your ticket for $1,592 
(available until January 1st, 2026), and receive two exclusive bonuses included in your registration:
BONUS #1
37-Point Checklist Masterclass
The "37 Point Masterclass on Reviewing Tax Returns" is a culmination of Steven Jarvis’s extensive experience and insights from reviewing thousands of tax returns. Structured into bite-sized modules, this course provides practical guidance, scripts, and resources to navigate the complexities of tax review, focusing on understanding the 1040 line by line and translating insights into tangible actions.

Designed for tax-savvy advisors, tax experts, and tax newbies, this course will help anyone serious about tax planning elevate the impact they have on their clients. This masterclass won’t help with your PhD in tax code, instead, we focus on empowering you to communicate effectively and elevate your tax planning proficiency.
value: $297
BONUS #2
One-Page Financial Plan Masterclass
The One-Page Financial Plan Masterclass is designed for financial advisors seeking to enhance their skills, adopt a client-centric approach, and transform their financial planning practices.

In essence, the One-Page Financial Plan Masterclass is suitable for everyone within the financial industry eager to adopt a simplified, actionable approach to financial planning, enhance client engagement, and achieve long-term success.
value: $547
📅 September 27 - September 30, 2026 | 📍 The Scott Resort & Spa, AZ

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
The Identity Shift...
Every advisor walks into the room with a version of the same quiet truth: “I should be farther ahead than I am.” 

THE SUMMIT 2026 is about stepping into the identity of the elite advisor you were meant to become. You will build a plan, read the script you’ll use with clients next week, and have the realization: “This changes everything. I am not the same advisor who walked in here.”

By the time you walk out, you will:
 Communicate with authority.
 Plan with clarity.
 Understand taxes in a way that gives you a competitive edge.
 Operate with systems that free you up instead of burying you.
Stop questioning whether you belong in the top tier of this profession. You will know that you do.

THE SUMMIT is where advisors cross the line from “doing their best” to becoming elite.
Featured Guest Speakers Include:
Scott Danner
Freedom Street Partners
Scott Danner is a CEO, entrepreneur, and author of the Amazon bestseller Freedom Street. He hosts The High Performance LIFE podcast and leads Freedom Street Partners, where he helps high performers align success with purpose through his L.I.F.E. framework - Love, Impact, Faith, and Energy. Scott also co-founded the Chesapeake Virginia Wine Festival, which has raised over $2.5 million for local charities.
Jeff Levine, CPA/CFP®
Focus Partners Wealth
Jeffrey Levine, CPA/PFS, CFP®, AIF®, CWS®, MSA, is Chief Planning Officer at Focus Partners Wealth and the Lead Financial Planning Nerd at Kitces.com. A nationally recognized advisor, award-winning educator, and speaker, Jeff simplifies complex tax, retirement, and estate strategies for advisors and consumers alike. He travels extensively, training hundreds of professionals each year, and is the founder of Fully Vested Advice, with regular contributions to Kitces, Forbes, CNBC, and more . 
Sarah Brenner, JD
Ed Slott and Company, LLC
Sarah Brenner, JD, is Director of Retirement Education at Ed Slott & Company and a leading expert in IRA distribution planning with 20+ years of experience. Renowned for her engaging, pop-culture-driven teaching style, she simplifies complex IRA rules for advisors, CPAs, attorneys, and clients. Sarah speaks at major industry events and answers thousands of IRA questions annually. A former elder-law attorney, she also spent 15 years as a senior consultant at PM Consulting.
Ted Jenkin
oXYGen Financial
Ted Jenkin is a nationally recognized personal finance expert and author of Real Life, Real Money and The 21‑Day Budget Cleanse . With nearly three decades in financial services and over $1 billion in assets under management, he specializes in empowering Gen X and Gen Y through accessible, emotion‑driven financial guidance . Ted also hosts the popular podcast The Shrimp Tank and serves as a contributor to CNN, CNBC, and The Wall Street Journal, bringing expert insight with a relatable twist. 
Amy Kizer
TalentLink Solutions
Amy Kizer is a seasoned recruitment expert with over two decades of experience helping firms make the right hiring decisions. She began her career in 1999, placing executive assistants before moving into leadership roles at a global staffing firm, where she managed a team of 30 consultants. Amy later built an accounting and finance division from the ground up - growing it to 70 active contractors in five years. Before launching TalentLink, she served as in-house recruiter for a mid-size broker/dealer, leading hiring across the entire organization.
Brian Smith
Foundational Income Associates
Brian Smith is a veteran insurance wholesaler with over 20 years of experience helping financial advisors solve the complex puzzles of client income, safety, and accumulation strategies. As part of Foundational Income Associates, Brian is known for his relationship-first approach - often fishing, hunting, or golfing with the advisors he serves to better understand how they think and what drives their clients' needs. A trusted partner in the field, Brian combines deep industry knowledge with a passion for finding the right fit for every client scenario. 
Seats are limited. Advisors who attend THE SUMMIT 2026 will leave with the strategies and systems to dominate their field. Will you be one of them?
📅 September 27 - September 30, 2026 | 📍 The Scott Resort & Spa, AZ

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