SAVE THE DATE FOR
FINANCIAL PLANNING DONE RIGHT
Most conferences distract you with shiny objects - when was the last time you attended a conference that helped you serve your clients better? The Summit 2026 features new topics, new speakers, and new tips to help you deliver massive value to your clients. Learn how to make the best 1-page financial plans that actually serve your clients, how to upgrade your client services, and how to create MASSIVE value adds for your clients.
September 27 - 30, 2026
Phoenix, AZ
The Summit 2026 starts in...
Here's Exactly What You're Going to Get...
Level Up Your One-Page Financial Plans
Master how to craft concise, powerful one-page financial plans that drive clarity, action, and immediate value in client conversations—taking complex strategies and distilling them into a single, compelling page.
Massive Client Value Adds
Discover proven tax-planning tools and techniques that elevate your service offerings—arming you with actionable, high-impact strategies that deliver truly massive value for your clients.
New Speakers, New Network Opportunities
Connect with a fresh lineup of expert speakers—and unlock dynamic networking opportunities designed to expand your peer network, inspire new ideas, and accelerate your practice growth.
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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