FOR THE ADVISOR CLIENTS CHASE,
AND THE FIRM NO ONE CAN COMPETE WITH
THE SUMMIT 2025
BIGGER & BETTER THAN EVER BEFORE!
The opportunity to save your seat at the Summit expires at midnight on September 8th!
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ABOUT THE SUMMIT 2025
This isn’t another tax theory conference. This is where top advisors come to get tax strategies implemented and leave with a plan that actually works.
Built by real advisors and elite tax pros, THE SUMMIT 2025 delivers everything you need to grow a firm clients chase, not just tolerate.
You’ll walk away with clarity, confidence, and a practice your competitors can’t match.
Important Disclaimer
Attendees may receive a 100% refund if they cancel at least 60 days before the event start date.
Attendees who cancel between 30 days before the event start date will receive a 50% refund of their ticket price.
If unable to attend, tickets are transferable to another attendee at no additional cost up to 7 days before the event. To transfer tickets, the original purchaser must provide written notice with the new attendee’s name and contact details.
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