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.
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 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
Matthew Jarvis, CFP®, ChFC
The Perfect RIA | Jarvis Financial
Speakers at The Summit 2026:
RaQuel Hopkins
Phil Jones
Robert Nordlander, CPA
Robert Norlander, former IRS-CI Special Agent, 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.
The Summit 2026 Agenda Highlights
Sunday, September 27
Welcome Reception & Registration | 4 PM
Welcome Reception & Registration | 4 PM
Kick off The Summit by connecting with fellow advisors, speakers, and industry leaders. Build relationships, share ideas, and set the stage for an unforgettable experience.
Monday, September 28
6:00 AM – Optional Morning Workout
6:00 AM – Optional Morning Workout
Start the day with an energizing workout alongside fellow attendees.
7:30 AM – Breakfast & Networking
8:30 AM – 12:10 PM – Morning Sessions
Actionable strategies, expert insights, and practical tax planning ideas you can put to work immediately.
12:10 PM – 1:30 PM – Lunch
1:30 PM – 5:00 PM – Afternoon Sessions
Dive deeper into implementation strategies, interactive discussions, and breakout experiences designed to help you deliver greater value to clients.
Wednesday, September 30
6:00 AM – Optional Morning Workout
Start the day with an energizing workout alongside fellow attendees.
7:30 AM – Breakfast & Networking
8:30 AM – 12:30 PM – Sessions
Explore real-world tax planning strategies, implementation tactics, and proven approaches from experienced practitioners.
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 $300...
with our
EARLY BIRD RATE
Get your ticket for $2,026
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 Summit 2026 Partners
Carson Partners is a growth accelerator for independent financial advisors who want to run more efficiently, grow faster and smarter, and actually enjoy themselves along the way.
When you find your freedom, you can help clients do the same. With the Carson Ecosystem, you’ll spend your time doing what you love… working with clients and prospects.
JPTD Partners is a boutique consulting firm with more than 140 years of combined experience. They are passionate about assisting RIAs, Hybrids & Insurance Agents with maximizing the valuations of their practice when they are ready to sell part or all of their business. JPTD Partners work with various private equity and purchasing firms that specialize in the financial industry and mergers and acquisitions.
When you realize you need help, the last thing you want is to spend hundreds of hours trying to find it.
BELAY takes the hassle out of hiring by intentionally matching you with exceptional Virtual Assistants, Accounting Professionals, and Social Media Managers.
Invito Energy Partners is committed to offering valuable guidance and investment opportunities within the oil and gas industry. Invito's dedication to wealth retention and growth strategies through direct energy investments emphasizes their goal of maximizing returns while focusing on tax advantages.
With over a century of collective insurance wholesale experience and decades of retail expertise, FIA's team understands your challenges and opportunities. They are committed to providing personalized service, saving you time writing business, and building lasting relationships.
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
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.
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