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
WARNING: The Early Bird expires at midnight July 31st!
Register while seats are available...
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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.
WARNING: The Early Bird expires at midnight July 31st!
Register while seats are available...
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📅 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
As part of the 2025 Tax Planning Summit, we will be hosting the first ever Tax Planning Olympics to award Gold, Silver, and Bronze medals to the advisors who best demonstrate real-world tax expertise. Events will include:
"100-Meter Dash"
Who can find the most planning opportunities with just 15 minutes to review a client’s tax return and net worth statement?
Who can find the most planning opportunities with just 15 minutes to review a client’s tax return and net worth statement?
"Team-Relay"
What team of advisors can, without the help of software, calculate key planning opportunities and tax impacts of popular tax planning strategies?
"Slap Knockout"
Hit for Hit, advisors will trade off on their best tax strategies as voted on by a panel of peer judges.
And so much more…
WARNING: The Early Bird expires at midnight July 31st!
Register while seats are available...
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📅 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.
Early Bird Pricing Ends July 31st – Save Over $200!
Time is running out to get the best price on THE SUMMIT 2025!
When you register before July 31st, you’ll not only save over $200, but you’ll also unlock exclusive early bird bonuses to help you start implementing before you even arrive.
- 8606 Guide Masterclass – The must-have guide for executing Roth conversions without errors.
- The Prospect Process Masterclass – The exact framework for turning leads into high-paying clients.
📅 September 30 - October 3, 2025 | 📍 Omni Hotel, Tempe, AZ
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
Matthew Jarvis, CFP®, ChFC
The Perfect RIA | Jarvis Financial
Featured Guest Speakers Include:
Scott Danner
Freedom Street Partners
Scott Danner is a CEO, entrepreneur, and author of the Amazon bestseller Freedom Street. He hosts The High Performance LIFE podcast and leads Freedom Street Partners, where he helps high performers align success with purpose through his L.I.F.E. framework - Love, Impact, Faith, and Energy. Scott also co-founded the Chesapeake Virginia Wine Festival, which has raised over $2.5 million for local charities.
Jeff Levine, CPA/CFP®
Focus Partners Wealth
Jeffrey Levine, CPA/PFS, CFP®, AIF®, CWS®, MSA, is Chief Planning Officer at Focus Partners Wealth and the Lead Financial Planning Nerd at Kitces.com. A nationally recognized advisor, award-winning educator, and speaker, Jeff simplifies complex tax, retirement, and estate strategies for advisors and consumers alike. He travels extensively, training hundreds of professionals each year, and is the founder of Fully Vested Advice, with regular contributions to Kitces, Forbes, CNBC, and more .
Sarah Brenner, JD
Ed Slott and Company, LLC
Sarah Brenner, JD, is Director of Retirement Education at Ed Slott & Company and a leading expert in IRA distribution planning with 20+ years of experience. Renowned for her engaging, pop-culture-driven teaching style, she simplifies complex IRA rules for advisors, CPAs, attorneys, and clients. Sarah speaks at major industry events and answers thousands of IRA questions annually. A former elder-law attorney, she also spent 15 years as a senior consultant at PM Consulting.
Ted Jenkin
oXYGen Financial
Ted Jenkin is a nationally recognized personal finance expert and author of Real Life, Real Money and The 21‑Day Budget Cleanse . With nearly three decades in financial services and over $1 billion in assets under management, he specializes in empowering Gen X and Gen Y through accessible, emotion‑driven financial guidance . Ted also hosts the popular podcast The Shrimp Tank and serves as a contributor to CNN, CNBC, and The Wall Street Journal, bringing expert insight with a relatable twist.
Amy Kizer
TalentLink Solutions
Amy Kizer is a seasoned recruitment expert with over two decades of experience helping firms make the right hiring decisions. She began her career in 1999, placing executive assistants before moving into leadership roles at a global staffing firm, where she managed a team of 30 consultants. Amy later built an accounting and finance division from the ground up - growing it to 70 active contractors in five years. Before launching TalentLink, she served as in-house recruiter for a mid-size broker/dealer, leading hiring across the entire organization.
Brian Smith
Foundational Income Associates
Brian Smith is a veteran insurance wholesaler with over 20 years of experience helping financial advisors solve the complex puzzles of client income, safety, and accumulation strategies. As part of Foundational Income Associates, Brian is known for his relationship-first approach - often fishing, hunting, or golfing with the advisors he serves to better understand how they think and what drives their clients' needs. A trusted partner in the field, Brian combines deep industry knowledge with a passion for finding the right fit for every client scenario.