SECOND ANNUAL
rTS TAX PLANNING SUMMIT
September 25-27, 2024 | The Westin Tempe Hotel, AZ
WHO IS THIS CONFERENCE FOR?
This conference was created by leaders of the financial planning industry to go beyond theory and give Advisors the tools to deliver massive value to their clients through tax planning.
We have hand-picked our speakers and sponsors (and screen our attendees) to make sure everyone in the room has value to add. This intentionality is why everyone left the 2023 conference ready to take action, and 2024 will take that to the next level.
The conference will also qualify for 8 hours of CE for CFPs.
3 REASONS YOU sHOULD JOIN US
Rockstar Level Tax Planning
Your clients care about NOT getting killed on taxes, and delivering massive value means continually upping your game. The RTS Summit gives you the opportunity to learn from people with in-the-trenches experience who can share exactly what you need to do to level up your tax planning.
Textbooks Don’t Reflect Real Life
Understanding how a tax strategy works under “best case scenarios” is an acceptable starting point, but the reality is always a lot messier. The RTS Tax Planning Summit puts you in a room with hundreds of your peers who can share real-world experience and help you solve the bumps, challenges, and roadblocks you run into.
While great information will be shared from the stage, we think it’s just as important to facilitate problem-solving and accountability, so you leave with the tools to have an impact as soon as you get home.
SPEAKERS
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.
Meet Matthew Jarvis, founder of Jarvis Financial. In 2020, his firm soared with $1.5M in revenue, managing $200M AUM and a 50%+ profit margin. Matthew prioritizes balance, enjoying over 250 'free days' yearly. A decade ago, he overcame debt and struggles with coaching from Tom Gau, achieving remarkable success. Matthew's invaluable wisdom finds expression in his book, "Delivering Massive Value," presenting a replicable system to enhance business efficiency, attract premier clients, and craft the practice of their dreams.
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".
Lisa Zeeveld, CFO and original culture cultivator at BELAY, a premier virtual staffing solutions company, boasts over 20 years of executive experience. Lisa leverages her unique skill set to ensure that the optimum people and processes are in place to allow a business to realize maximum profitability, earning BELAY accolades such as the Top 5000 Growing Companies award from Inc. magazine 9 years in a row and Entrepreneur magazine's Top Small Company Culture.
The Heritage Institute | Genacy LLC
Rodney (Rod) C. Zeeb, JD, HDP™, is the founder and CEO of The Heritage Institute® and GenacyTM. The Heritage Institute provides training and certification for trusted professionals, conducts and distributes original research, offers mentoring, coaching, and marketing support for professional advisors, and provides consulting services directly to individuals and families.
Eric D. Brotman, CFP®, AEP®, CPWA® is the managing principal of Brotman Consulting Group and the Chief Executive Officer of BFG Financial Advisors. He began his financial planning practice in 1994 and founded Brotman Financial Group in 2003, which later became BFG Financial Advisors. He and his team focus on supporting families and individuals by providing comprehensive financial planning services. Eric launched Brotman Consulting Group in 2020 with a mission to guide financial advisors and their teams to new heights of efficiency, productivity, and profitability.
Ted Jenkin is a serial entrepreneur. He is the co-founder of oXYGen Financial, a 2.2-billion-dollar wealth management firm and Partner of JPTD Partners, a sell side M&A firm. Ted is a national television expert and one of the opinion editorial writers for Fox News regularly appearing on Varney & Co. He also appears on News Nation, CNBC, and The Wall Street Journal. Ted has a nationally syndicated entrepreneur television show called The Roadmap on America’s Small Business Network. He is an Amazon best-selling author and has six advanced designations from the College for Financial Planning (CFP®, CRPC®, CRPS®, AWMA®, AAMS®, CMFC®).
HOW WAS rTS TAX SUMMIT 2023
What other financial advisors have to say about the RTS Tax Summit
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.
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.
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.
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.
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.
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