THE SUMMIT 2025
TAX PLANNING & PRACTICE MANAGEMENT
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.
September 30 - October 3, 2025
Omni Hotel, Tempe AZ
( September 30: registration at 4 PM, welcome reception at 6 PM)
ABOUT THE SUMMIT
Welcome to THE SUMMIT – Where Real-World Tax Planning Meets Action
This isn’t just another conference. THE SUMMIT, created by leaders in the financial planning industry, is designed to take you beyond theory and into real-world execution. Focused on tax planning, practice management, and growth, THE SUMMIT brings you practical, hands-on learning through expert-led sessions, case studies, and workshops.
You'll be surrounded by advisors committed to leveling up their practices and sharing invaluable insights from the trenches. This isn’t just about what happens on stage — it’s about engaging in interactive sessions that equip you with the knowledge and tools to implement immediately.
With CE credits for CFPs, THE SUMMIT is the event you won’t want to miss. Get ready to elevate your practice like never before.
IN PARTNERSHIP WITH
Here's Exactly What You're Going to Get...
$2025 $1492
SUPER EARLY BIRD PRICING
Grab your ticket at the Super Early Bird price and SAVE OVER $500 while seats last. This is the lowest price this program will be offered at!
PLUS…..Secure your ticket now and unlock these exclusive Early Bird Bonuses, designed to give you even more value for your investment:
37-Point Checklist Masterclass ($297 value)
8606 Guide Masterclass ($297 value)
The Prospect Process Masterclass ($597.97 value)
The early bird offer won’t last forever, and neither will these seats.
Don’t wait — act now to secure your spot, save big, and set your practice up for success.
At THE SUMMIT, sharing valuable information is only part of the equation. Our focus is also on problem-solving and accountability, ensuring you leave with actionable tools that can make an immediate impact in your practice.
We've helped advisors from all across the industry achieve MASSIVE SUCCESS by trusting our process, and we're committed to doing the same FOR YOU!
Comprehensive Knowledge and Expertise:
You will gain a well-rounded understanding of practice management, tax strategies, and financial planning. This comprehensive knowledge equips financial advisors with the tools and strategies needed to provide holistic financial services to clients.
Improved Client Services:
By integrating tax strategies with practice management, you will offer more valuable and customized services to your clients. You will be able to provide tax-efficient investment options, retirement planning, and estate planning, enhancing overall client satisfaction.
Regulatory Compliance and Risk Mitigation:
Financial professionals must stay updated on compliance regulations and understand tax implications. This event will expand your knowledge of regulatory changes and help you mitigate risks associated with non-compliance.
Business Growth and Differentiation:
You will learn about business growth tactics, marketing strategies, and technology integration, which will help you expand your practice and stand out in a competitive market.
IN PARTNERSHIP WITH
REAL INSIGHTS, REAL IMPACT – HEAR WHAT ATTENDEES ARE SAYING!
Don’t take our word for it – check out our testimonials!
"What I love about RTS and TPR is you are given very specific action items and things to take away and implement immediately. They do not just talk about things in theory."
Jennifer Johnston
GenFinance
FAQ
What are the dates and location of the conference?
Date: September 30 - October 3, 2025
Location: Omni Hotel, 7 E University Dr, Tempe, AZ 85281
On September 30, there are no sessions. We start at 4 PM with registration and 6 PM with a welcome reception.
What is the theme or focus of the event?
Tax Planning and Practice Management
Are refunds or ticket transfers allowed?
Attendees may receive a 100% refund if they cancel at least 60 days before the event start date.
Attendees who cancel between 30 days before the event start date will receive a 50% refund of their ticket price.
If unable to attend, tickets are transferable to another attendee at no additional cost up to 7 days before the event. To transfer tickets, the original purchaser must provide written notice with the new attendee’s name and contact details.
Are accommodations provided, or are attendees responsible for booking their own?
Accommodations are not provided, but we have a contract with the hotel to ensure our guests get the best rates, so book through our link. Guests are individually responsible for booking. Book HERE.
Are meals or refreshments included in the ticket price?
Drinks and food will be provided at the welcome reception. Breakfast, lunch, and breaks are provided on the 1st and 2nd of October, then just breakfast and breaks on the 3rd of October. (Breaks are just coffee, tea, and light snacks). There will be some dinner options available through our sponsor partners.
What should attendees bring to the conference (e.g., materials, devices)?
Bring whatever you need to take notes effectively, which you will implement when you get home. We see attendees get the best results when they apply what they learn to specific clients, so bonus points for having access to your client list during the event.
The information on this site is for education only and should not be considered tax advice. Retirement Tax Services is not affiliated with Shilanski & Associates, Jarvis Financial Services or any other financial services firm.
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