SCALE SMARTER, SERVE BETTER, DELIVER MASSIVE VALUE

THE SUMMIT 2025

BIGGER & BETTER THAN EVER BEFORE!

 The ONLY event combining advanced tax strategies with elite practice management 
to help you build a scalable, profitable business while delivering massive value to clients.
📅 September 30 - October 3, 2025 | 📍 Omni Hotel, Tempe, AZ

Most Conferences Are Useless. 
This One Will Transform Your Practice.

From the desks of Matthew Jarvis & Micah Shilanski

Let’s be real - most conferences are completely useless.

You show up, sit through slide decks filled with theory, listen to speakers talk about delivering “massive value,” and walk away with a few good ideas but no real execution plan.

And then what happens?

You go home, dive back into client meetings, put out fires, and nothing actually changes.

We’ve been there. We’ve wasted time at those same conferences - nodding along, writing down notes that never turned into action, and then wondering why our practice wasn’t growing the way we wanted.

That’s exactly why we built THE SUMMIT 2025.

THE SUMMIT 2025 is different.

It’s built for advisors who are done sitting on the sidelines - who are ready to implement, execute, and make real changes in their business.


At THE SUMMIT 2025, you’ll get:

✔ Tax planning strategies that immediately set you apart from 99% of advisors.
✔ Practice management systems that allow you to scale without burnout.
✔ A roadmap to building a business that serves you - not the other way around.

If you’re ready to stop thinking about growth and actually start scaling a profitable, efficient practice, then you need to be in this room.
📅 September 30 - October 3, 2025 | 📍 Omni Hotel, Tempe, AZ

Who Should Attend?

Whether you’re growing your practice, refining operations, or preparing to scale, 
THE SUMMIT 2025 will give you the tools and strategies to get there faster.

Who Should Attend?

Whether you’re growing your practice, refining operations, or preparing to scale, 
THE SUMMIT 2025 will give you the tools and strategies to get there faster.

Who Should Attend?

Whether you’re growing your practice, refining operations, or preparing to scale, 
THE SUMMIT 2025 will give you the tools and strategies to get there faster.

You're bringing in clients but feel overwhelmed by the workload.


You need to build a team and processes so your business stops relying on you for everything.


You know tax planning is a game-changer, but you aren’t sure how to execute it efficiently.


You want to scale beyond just working harder - without sacrificing service or profitability.


📅 September 30 - October 3, 2025 | 📍 Omni Hotel, Tempe, AZ

What You’ll Discover 
(Agenda Highlights)

  • Practice Numbers & Fishing Stories: Where Are You Lying to Yourself? – In classic The Perfect RIA fashion, we’re calling out the B.S. we all tell ourselves - about profitability, productivity, and growth. This session is about brutal honesty, smart adjustments, and proven playbooks that top advisors use to build real businesses.
  • Tax Planning: The ULTIMATE Value Add – We’re kicking things off by going deep on the one value-add clients actually care about - reducing their tax bill. This session sets the tone for why proactive tax planning is no longer optional - and how to do it without stepping into CPA territory.
  • Tax Law Changes Under the Trump Administration – New administration. New executive orders. New chaos. Tax legend Jeffrey Levine joins us to break down what’s happening, what’s coming, and what it means for your clients right now.
  • SECURE 2.0: Still Relevant in 2025 – If you think SECURE 2.0 is old news, think again. There are provisions going live in 2025 that most advisors aren’t prepared for. Sarah Brenner will show you how to turn that into a value-add clients actually understand - and refer for.
  • Recruiting & Retention: Build the Team You Deserve – Hiring isn’t guesswork. Learn how to attract, hire, and retain top-tier team members - the kind who make your business run without you doing everything yourself.
  • Taxes & Selling Your Practice - Selling your practice someday? You need to be thinking about the tax consequences now. Ted Jenkin will walk you through what to clean up, how to prepare, and how to maximize what you walk away with - whether you’re selling next year or in ten.
  • Annuities & Insurance: Stop Avoiding the Conversation - You don’t have to love annuities - but you do need to understand them. Brian Smith will walk you through the tax implications of moving clients in (or out) of products they already own - and how to turn these complex tools into real client wins.
And that’s just the start…
We’ll release the full agenda as we get closer - but these sessions alone are worth the price of admission.

Why You Need To Be In The Room

If you’re serious about transforming your practice, you need to be surrounded 
by advisors who are actually executing.

"I’ve been to dozens of conferences, but this was the first one where every single person 
in the room was an action-taker - not just a lifetime learner."
An execution plan...not just ideas, but a step-by-step strategy to implement.
A stronger business model...clearer processes, more profitability, less stress.
A network of elite advisors...people who challenge, support, and push you to grow.
📅 September 30 - October 3, 2025 | 📍 Omni Hotel, Tempe, AZ
More expert-driven sessions - practical tax planning & business growth strategies.
More hands-on workshops - learn exactly how to implement what you hear.
More elite advisors - network with action-takers, not just passive learners.
Hosted By:
Steven Jarvis, CPA, MBA
Retirement Tax Services
Steven Jarvis, CEO and head CPA of Retirement Tax Services, partners with financial advisors to revolutionize tax strategies, combat IRS overpayments, and educate through publications and podcasts. 

With over a decade of hands-on CPA experience, he possesses a wealth of knowledge to create tailored and actionable content for his audience. Steven's valuable insights have earned recognition in esteemed industry publications like Advisor Perspectives, US News, and SmartAsset. 
Micah Shilanski, CFP®
The Perfect RIA | Shilanski & Associates
Micah Shilanski, CFP®, is a leading financial planner known for turning the 'impossible' into reality. As a sought-after speaker in lifestyle design for financial planners, he spends over 6 months away from the office annually while consistently growing his practice by at least 20%. 

Micah's success stems from his relentless focus on client value, optimizing operations, and leveraging technology. He specializes in federal retirement benefits, showcased through his platform Plan-Your-Federal-Retirement.com and e-book "The Best Kept Secret in CSRS". 
 Matthew Jarvis, CFP®, ChFC
The Perfect RIA | Jarvis Financial
Matthew Jarvis, CFP®, is a top financial advisor, author, and industry leader known for helping advisors Deliver Massive Value™. As co-founder of The Perfect RIA and co-host of its chart-topping podcast, Matthew shares practical strategies that challenge outdated industry norms. He is recognized for his bold approach to increasing profitability by systematizing operations, raising fees, and creating real value for clients. At Jarvis Financial, he manages $175M for 150 households - generating $2M annually - while enjoying over 250 free days each year.

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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