THE SUMMIT 2025
AGENDA
September 30 - October 3, 2025
Omni Hotel, Tempe AZ
2025 THE SUMMIT
SESSION OVERVIEW
This is just a glimpse of the 2.5 days of top tier content you'll experience at The Summit 2025. We'll be releasing the detailed agenda as the event gets closer but the sessions described below on their own make the whole event worth it!
TOPIC
DETAILS
Tax Planning: The ULTIMATE value add
Presented by Steven Jarvis, CPA, this session will kick off the whole event and go deep on why clients and prospects are demanding that financial advisors get involved in tax planning. It used to be a “nice to have” but is quickly becoming the expectation, so great advisors need to be ready to deliver value on this ever-present topic.
Tax Law Changes Under the Trump Administration
Joining The Summit for the first time, tax legend Jeffrey Levine will give us the latest on the tax law changes and what they will mean for your clients moving forward. Two weeks into the new administration, executive orders, and proposed bills are flying everywhere, and this session will help you stay in front of it all so your clients aren’t navigating the “fun” of tax law changes alone.
Secure 2.0: Yes, it’s still being implemented in 2025
Another newcomer to The Summit but not the tax world of financial advisors; this session will be led by Sarah Brenner, a standout speaker from the Ed Slott and company. Secure 2.0 might feel like old news since it no longer tops the headlines, but there are still new provisions coming into play in 2025 and old provisions that still haven’t been fully explored or implemented.
Practice Numbers and Fishing Stories: Where Else are you lying to yourself
By popular demand, The Summit will expand this year to include practice management topics led by Micah Shilanski and Matthew Jarvis of The Perfect RIA. In classic TPR style, this session will shine a light on what’s really happening in your practice compared to the stories you are telling yourself about your practice (we’re all guilty of it). Don’t worry, this isn’t about beating anyone down, it’s about recognizing the starting point so you can implement the best practices they share throughout the conference to grow your practice to new heights.
Recruiting & Retention
The best work gets done when you have a great team behind you, and that’s where Amy Kizer from TalentLink Solutions comes in. In this session, Amy will cover two vital topics for every employer: 1) The who, what, when, where, why, and how of recruiting and hiring, and 2) How to level up your employees so they get the best and give the best to you, your firm and your clients.
Taxes and selling your practice
Tax planning is not just for your clients, which is why we’ve invited Ted Jenkin of JPTD partners to come and teach us all about the tax implications of selling your practice and what you can do to plan ahead. Whether selling is in your short-term plan or nowhere on your radar, NOW is the best time to clean things up and make sure you are setting yourself up for success when that day eventually comes. Ted has been through a business sale himself and has helped countless other business owners and financial advisors successfully navigate that transition as well.
Recycling old annuities and insurance policies
Love them or hate them, annuities and insurance are a part of life when it comes to financial planning. Just like taxes, there are advisors who turn a blind eye to the topic and hope it will go away, and then there are great advisors who understand their clients options and how to navigate this topic. Brian Smith from Foundational Income Associates is an expert in this area with decades of experience working with financial advisors to create great client outcomes (including some of the advisors who will be on our stage). And in the true spirit of The Summit Brian will cover tax implications of helping your clients out of or into various opportunities.
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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