THE SUMMIT 2025
AGENDA
September 30 - October 3, 2025
Omni Hotel, Tempe AZ
DAY 1
WEDNESDAY, OCTOBER 1, 2025
TIME
DETAILS
7:00AM - 8:00AM
Breakfast
8:00AM - 9:10AM
General Session:
Taxes - The Ultimate Client Value Add
What was once reserved for the 'advanced planning team' is now the bare minimum advisors need to provide to attract and retain ideal clients. Your ROI on this conference is not what you learn, but what you implement in your practice.
Presented by: Steven Jarvis, CPA - Founder of Retirement Tax Services; working with hundreds of financial advisors and their clients to delivering massive value on tax planning
9:10AM - 9:30AM
Break
9:30AM - 10:25AM
Breakout Session:
Taxes & Teams - How To Recruit and Retain Tax Savvy Talent
For tax planning to be done for all of your clients and prospects, you must have a team who can support you in all aspects of your practice. Far from posting an ad on LinkedIn, getting, training and keeping talent on your team requires dedicated systems and/or outside pros.
Presented by: Amy Kizer - Managing Partner of TalentLink Solutions; specializing in recruiting key employees for financial advisor practices
9:30AM - 10:25AM
Breakout Session:
Taxes & Trump - Understanding and Implementing the Newest Tax Laws
Just as you were begining to understand SECURE and SECURE 2.0, comes 'The Big Beautiful Tax Bill". Understanding the key provisions, their related strategies and how to explain them to clients is an essential skill.
Presented by: Jeffery Levine, CPA, CFP® - Professor of Practice in Tax Planning at the American College
10:25AM - 10:45AM
Break
10:45AM - 11:40AM
General Session:
Taxes & Zombie Insurance Products - When Clients Have Unrealized Gains
An estimated 1 in 10 retirees own some kind of annuity, likely something that hasn't been reviewed in years. Understanding what to do with these 'zombie' policies and how to defuse deferred tax liabilities will uniquely position you to help clients, especially in the face of misleading marketing.
Presented by: Brian Smith - Founder of FIA & Micah Shilanski, CFP®
11:40AM - 12:45PM
Lunch
12:45PM - 1:45PM
General Session:
Growing with Freedom from $0 to $3b to $40b+
How Scott learned to create a rich life, live his legacy and own the future as a Financial Advisor. Starting with nothing and growing to $40+ billion of AUM, Scott will share the strategies, systems and mindsets required at each stage of an advisor's career.
Presented by: Scott Danner - Founder of Freedom Street Partners, now part of Steward Partners and host of LIFE podcast
1:45PM - 2:05PM
Break
2:05PM - 3:00PM
Breakout Session:
Taxes & Running a Hyper-Efficient, Highly Profitable, Lifestyle Practice
By not really knowing their numbers, advisors are leaving hundreds of thousands of dollars on the table, while at the same time being overworked and delivering too little value. Micah & Jarvis will share how they each run multi-million dollar practices, with comprehensive tax planning, while taking 6+ months of vacation annually.
Presented by: Micah Shilanski, CFP® & Matthew Jarvis, CFP® - Financial Advisors & Coaches to Advisors
2:05PM - 3:00PM
Breakout Session:
Taxes & Checklists - How To Use The 37-Point Checklist In Your Office
Every advisor understands the value of tax planning, but how do you actually find, communicate and implement tax planning opportunities with clients and prospects? Of equal importance, how do you get your TEAM to support this process?
Presented by: Steven Jarvis, CPA - Founder of Retirement Tax Services
3:00PM - 3:20PM
Break
3:20PM - 4:30PM
Breakout Session:
Taxes & Delegation - You're Not The Only One Who Can Do This
You don't need to hire a tax-Jedi. Instead you need to learn how to delegate pieces of the tax planning process so that you can focus on only the parts only you can do.
Panel Discussion hosted by Matthew Jarvis, CFP®
3:20PM - 4:30PM
Breakout Session:
Taxes & Prospecting - "What's your strategy for not getting killed in taxes?"
While everyone has big ideas on how to get more clients, this panel of successful financial advisors will share exactly how they are using tax planning to bring on a steady stream of new clients from a variety of channels.
Panel Discussion hosted by Micah Shilanski, CFP®
4:30PM - 6:00PM
Collaboration Room Opens
6:30PM - 9:30PM
Dine Arounds
DAY 2
THURSDAY, OCTOBER 2, 2025
TIME
TOPIC
DETAILS
6:00AM - 7:00AM
Optional Workout
7:00AM - 8:00AM
Breakfast
8:00AM - 9:10AM
General Session:
Taxes & Why Prospects don't hire you
The best tax strategy in the world is of no value if you can't turn strangers into prospects, prospects into clients and clients into raving fans who implement your 'process of success'.
Presented by: Micah Shilanski, CFP® & Matthew Jarvis, CFP® - Financial Advisors & Coaches to Advisors
9:10AM - 9:30AM
Break
9:30AM - 10:25AM
Breakout Session:
Taxes & the PAL of Alternative Investments
Passive Activity Losses (PALs) are a common selling point of Real Estate and other alternatives, but how do they actually work, which clients can they help and where are losing money just to save on taxes?
Panel Discussion hosted by Steven Jarvis, CPA
9:30AM - 10:25AM
Breakout Session:
Taxes & Advisory Channels - Should I stay or should I go?
"But my firm won't let me do tax planning!" There is no perfect channel for financial advisors, but there is the best (least bad?) channel for the unique goals of your practice.
Presented by: Shelby Nicholl - Founder of Muriel Consulting & Micah Shilanski, CFP®
10:25AM - 10:45AM
Break
10:45AM - 11:40AM
General Session:
Taxes & M&A - Is now a good time to buy or sell a practice?
Industry publications are full of headlines of 'record valuations', but what is really happening, how are the deals really structured, how long will it all last and what does every advisor need to be doing, regardless of their timeline?
Presented by: Ted Jenkin - JPTD Partners, sold his own RIA, brokered the sale of Matthew Jarvis' RIA and dozens more.
11:40AM - 12:45PM
Lunch
12:45PM - 1:45PM
General Session:
Taxes & Business Owners - 9 strategies everyone misses
Buckle up because when it comes to advisors doing their own tax planning, Micah doesn't hold back. Great news, the same strategies you need to be using in your business are also the strategies you can bring to every business owner client.
Presented by: Micah Shilanski, CFP® - Shilanski & Associates ($470m AUM), Fractional CFO, Coach to Advisors
1:45PM - 2:05PM
Break
2:05PM - 3:00PM
Breakout Session:
Taxes & SECURE 2.0 - Yes! It's still being implemented
SECURE and SECURE 2.0 are still having major impacts on IRAs, RMDs, Beneficiaries, etc and while the internet (including the IRS' own website) is full of outdated information, advisors need to be leading the charge on implementing these new rules with clients.
Presented by: Sarah Brenner, JD - Ed Slott & Co
2:05PM - 3:00PM
Breakout Session:
Taxes & Top Advisors - "How do you handle..."
A hand selected panel of some of the most successful advisors at the conference will answer your questions about how they implement tax planning in their respective practices, how they grow and the systems and processes critical to their success
Panel Discussion
3:00PM - 3:20PM
Break
3:20PM - 4:30PM
General Session:
Taxes & Mistakes - When good intentions become big problems
Mistakes in tax planning are a matter of WHEN, not IF. Using real world examples, including missed RMDs, corrected 1099s, failed back-door Roths and others, you will see how to identify, fix and prevent the most common mistakes.
Presented by: Steven Jarvis, CPA - Founder of Retirement Tax Services
3:20PM - 4:30PM
Breakout Session:
Sponsor Meeting
Presented by: Michael Pachuta
4:30PM - 6:00PM
Collaboration Room Opens
6:30PM - 9:30PM
Dine Arounds
DAY 3
FRIDAY, OCTOBER 3, 2025
TIME
TOPIC
DETAILS
6:00AM - 7:00AM
Optional Workout
7:00AM - 8:00AM
Breakfast
8:00AM - 9:00AM
General Session:
2025 Tax Olympics Part 1
A friendly sequel to the "Value Smackdown", the Tax Planning Olympics will be a friendly competition to find the 'best' tax planners, both for bragging rights, but also so we can all learn how to identify & communicate tax planning opportunities to clients and prospects
9:00AM - 9:15AM
Break
9:15AM - 10:10AM
General Session:
2025 Tax Olympics Part 2
Judges, contestants & spectators will all participate in crowning the fastest, the most creative, the most persuasive and the best team of advisors.
10:10AM - 10:30AM
Break
10:30AM - 11:30AM
General Session:
Taxes & Action - It's not what you know, but what you DO
Your ROI on this conference will be entirely dependent on what you IMPLEMENT, starting with next week, next month, your next Surge cycle, next tax season and next year.
Presented by: Steven Jarvis, CPA & Matthew Jarvis, CFP®
11:30AM - 12:00PM
Closing Session
Stay tuned for more details coming soon!
This is just the beginning, and we have an exciting agenda lined up for you.
SPONSORS
JPTD Partners is a boutique consulting firm with more than 140 years of combined experience. They are passionate about assisting financial professionals with maximizing the valuations of their practice when they are ready to sell part or all of their business. They work with various private equity and purchasing firms that specialize in the financial industry and mergers and acquisitions.
Foundational Income Associates was founded to help financial advisors and insurance professionals grow their businesses. With extensive knowledge of nearly every aspect of the financial planning industry, they strive to be at the forefront of what’s working for advisors nationwide.
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.
Muriel Consulting provides personalized, unbiased guidance to advisors breaking away, changing firms, or launching their own RIA. We’re the only financial advisor recruiting firm that goes beyond recruiting—helping with marketing, HR, business setup, and more. With expert insights and hands-on support, we secure the right fit, the best deal, and a seamless transition.
INVITO was founded on the belief that investors in direct energy ventures can achieve exceptional long-term returns by tackling the challenges presented by conflicting incentives and excessive promotion in projects.
Jump is the AI-powered meeting assistant for financial advisors, automating everything from meeting prep to follow-up tasks. With deep integrations into your favorite tools and full customization, Jump takes care of the busy work so advisors can focus on what really matters—their clients. Plus, it only takes 5 minutes to do what used to take 50.
Spartan Race is a series of obstacle races of varying difficulty, ranging from 3 miles to ultra-marathon distances of 50k+. They combine running with physical challenges. They often take place outdoors and include obstacles that test strength and endurance.
Wealth.com is the only tech-led end-to-end estate planning solution built specifically for financial advisors. Wealth was founded to break down barriers to estate planning, creating a dynamic ecosystem that grows with members and removes the complexity and confusion from antiquated options that existed before Wealth.
Steward Partners is an employee-owned, full-service independent partnership catering to family, institutional, and multigenerational investors. Our partners specialize in comprehensive wealth planning, investment strategy implementation, professional asset management, institutional consulting, and business solutions. We serve a select number of clients and pride ourselves on delivering personalized service with an unwavering commitment to excellence.
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