THIRD ANNUAL
RTS TAX PLANNING SUMMIT
AGENDA
September 30 - October 3, 2025
The Westin Tempe Hotel, AZ
SEPTEMBER 30, 2025
2024 RTS TAX PLANNING SUMMIT
7:00 am - 8:00 am
Late Check-in | Breakfast
8:00 am - 11:00 am
Morning Sessions
11:20 am - 12:20 pm
Working Lunch
12:30 am - 4:00 pm
Afternoon Sessions
4:30 pm - 5:30 pm
RTS Premiere Member Event
SPEAKERS:
Micah Shilanski, CFP®
The Perfect RIA | Shilanski & Associates
Steven Jarvis, CPA
Retirement Tax Services
TOPICS:
Systems to Scale: How To Build a Killer Client Experience Through the 7 Key Processes Every Practice Needs.
Connecting What Clients Value and Believe to The Structure of Their Plan.
Why Your Tax Planning Fails Without Full Team Involvement.
Stay tuned for more details coming soon!
This is just the beginning, and we have an exciting agenda lined up for you.
SPONSORS
The Perfect RIA teaches advisors proven systems for doubling their income by delivering massive value to clients. Based on the wildly successful practices of Micah Shilanski and Matthew Jarvis, TPR follows the first rule of success: Do What Works.
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.
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.
RA is the leading digital marketing company in the financial industry. Created from over 3000% ROI strategic Facebook marketing experience, RA Marketing empowers financial professionals to utilize the power of online marketing for seminars, webinars, and lead generation. RA Marketing's experienced team partners with FMOs, BDs, RIAs, and advisors, leveraging insights from thousands of campaigns to generate thousands of leads and RSVPs.
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.
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.
Fracture brings their passion for sharing stories and memories through innovative solutions. They combine affordability with high quality, ensuring your cherished moments are beautifully captured and easy to share. Fracture's commitment to sustainability and customer satisfaction makes it a perfect partner for celebrating the meaningful moments in our lives.
VettaFi was created by unifying complementary businesses who shared a common vision for client success, the value of relationships, and the importance
of data. VettaFi is transforming financial services from
an industry to a community, and they aim to provide investors and clients with their collective wisdom to
help drive growth and deliver positive outcomes.
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