AGENDA
SEPTEMBER 23, 2024
TPR MASTERMIND
The TPR Mastermind starts on Monday, September 23rd, from 6:00 pm to 8:00 pm.
Please note that you must be registered for the individual event to attend this session.
SEPTEMBER 24, 2024
TPR MASTERMIND
7:00 am - 12:00 pm
12:00 pm - 1:00 pm
1:00 pm - 4:00 pm
Breakfast | Morning Sessions
Working Lunch
7:00 am - 12:00 pm
Breakfast | Morning Sessions
12:00 pm - 1:00 pm
Working Lunch
1:00 pm - 4:00 pm
Afternoon Sessions
SEPTEMBER 25, 2024
TPR LIVE 2024
7:00 am - 8:00 am
8:00 am - 12:00 pm
12:00 pm - 1:00 pm
1:00 pm - 3:30 pm
3:30 pm - 5:00 pm
6:00 pm - 7:00 pm
7:00 pm - 8:00 pm
Check-in | Breakfast Session
Morning Sessions
Working Lunch
Afternoon Sessions
Extreme Accountability (For INVICTUS Attendees)
RTS Tax Summit Registration and Welcome Reception
TPR LIVE After Hours
7:00 am - 8:00 am
Check-in | Breakfast Session
8:00 am - 12:00 pm
Morning Sessions
12:00 pm - 1:00 pm
Working Lunch
1:00 pm - 3:30 pm
Afternoon Sessions
3:30 pm - 5:00 pm
Extreme Accountability
(For INVICTUS Attendees)
6:00 pm - 7:00 pm
RTS Tax Summit Registration and Welcome Reception
7:00 pm - 8:00 pm
TPR LIVE After Hours
SPEAKERS:
Micah Shilanski,CFP®
The Perfect RIA | Shilanski & Associates
Matthew Jarvis, CFP®
The Perfect RIA | Jarvis Financial
TOPICS:
Creating Your Calendar of Systematized Value Adds for the Next 24 Months.
Knowing and Charging what You are Worth with Existing Clients.
Fees in the Prospect Process and Extreme Accountability Contracts.
VIP INVICTUS AMA & Extreme Accountability.
SPEAKERS:
Micah Shilanski,CFP®
The Perfect RIA | Shilanski & Associates
Matthew Jarvis, CFP®
The Perfect RIA | Jarvis Financial
TOPICS:
Creating Your Calendar of Systematized Value Adds for the Next 24 Months.
Knowing and Charging what You are Worth with Existing Clients.
Fees in the Prospect Process and Extreme Accountability Contracts.
VIP INVICTUS AMA & Extreme Accountability.
SEPTEMBER 26, 2024
2024 RTS TAX PLANNING SUMMIT
7:00 am - 8:00 am
8:00 am - 11:20 pm
11:20 pm - 12:20 pm
12:30 pm - 4:00 pm
4:30 pm - 5:30 pm
Late Check-in | Breakfast
Morning Sessions
Working Lunch
Afternoon Sessions
RTS Premiere Member Event
Late Check-in | Breakfast
8:00 am - 11:20 pm
Morning Sessions
11:20 pm - 12:20 pm
Working Lunch
12:30 pm - 4:00 pm
Afternoon Sessions
4:30 pm - 5:30 pm
RTS Premiere Member Event
SPEAKERS:
Libby Greiwe, ChFC, RICP
The Efficient Advisor LLC
Rodney C. Zeeb, JD, HDP™
The Heritage Institute | Genacy LLC
Micah Shilanski,CFP®
The Perfect RIA | Shilanski & Associates
Steven Jarvis, CPA
Retirement Tax Services
Matthew Jarvis, CFP®
The Perfect RIA | Jarvis Financial
Brendan Frazier
RFG Advisory
Ted Jenkin, CFP®, CRPC®, CRPS®, AWMA®, AAMS®, CMFC®
JPTD Partners
Paul Saganey, CFP®
Integrated Partners
TOPICS:
Systems to Scale: How To Build a Killer Client Experience Through the 7 Key Processes Every Practice Needs.
Connecting What Clients Value and Believe to The Structure of Their Plan.
Why Your Tax Planning Fails Without Full Team Involvement.
If You Get Nothing Else From a Prospect, Get Their TAX RETURN. How you Can Close Prospects with a Tax Return.
The Human side of Taxes: Tax Planning Conversations That Win Prospects And Influence Clients.
How to Get a 6x of Top Line Revenue for Your RIA
Working with CPA's
SPEAKERS:
Libby Greiwe, ChFC, RICP
The Efficient Advisor LLC
TOPIC: Systems to Scale: How To Build a Killer Client Experience Through the 7 Key Processes Every Practice Needs.
Rodney C. Zeeb, JD, HDP™
The Heritage Institute | Genacy LLC
TOPIC: Connecting What Clients Value and Believe to The Structure of Their Plan.
Micah Shilanski,CFP®
The Perfect RIA | Shilanski & Associates
TOPIC: Why Your Tax Planning Fails Without Full Team Involvement.
Steven Jarvis, CPA
Retirement Tax Services
TOPIC: How Long Does it Take You to Build a 10-year Tax Plan For a Client? Because You Have 460 Days to Create a New one for ALL Your Clients.
Matthew Jarvis, CFP®
The Perfect RIA | Jarvis Financial
TOPIC: If You Get Nothing Else From a Prospect, Get Their TAX RETURN. How you Can Close Prospects with a Tax Return.
Brendan Frazier
RFG Advisory
TOPIC: The Human side of Taxes: Tax Planning Conversations That Win Prospects And Influence Clients.
Ted Jenkin, CFP®, CRPC®, CRPS®, AWMA®, AAMS®, CMFC®
JPTD Partners
TOPIC: How to Get a 6x of Top Line Revenue for Your RIA
Paul Saganey, CFP®
Integrated Partners
TOPIC: Working with CPA's
SEPTEMBER 27, 2024
2024 RTS TAX PLANNING SUMMIT
7:00 am - 8:00 am
8:00 am - 12:30 pm
Breakfast
Morning Sessions
7:00 am - 8:00 am
Breakfast
8:00 am - 12:30 pm
Morning Sessions
SPEAKERS:
Lisa Zeeveld
BELAY
Eric D. Brotman, CFP®, AEP®, CPWA®
Brotman Consulting Group | BFG Financial Advisors
Matthew Jarvis, CFP®
The Perfect RIA | Jarvis Financial
Steven Jarvis, CPA
Retirement Tax Services
TOPICS:
Time is Your Greatest Asset: Delegate and Dominate!
5 Ways To Start Scaling Your Financial Planning Practice.
I’m Going To Crush It! What About You?
How Your Clients @!#! Up their Schedule E.Learn the Biggest Mistakes in Tax Planning with Real Estate and How to Avoid Them to Maximize Your Financial Gains.
SPEAKERS:
Lisa Zeeveld
BELAY
TOPIC: Time is Your Greatest Asset: Delegate and Dominate!
Matthew Jarvis, CFP®
The Perfect RIA | Jarvis Financial
TOPIC: I’m Going To Crush It. What About You?
Micah Shilanski,CFP®
The Perfect RIA | Shilanski & Associates
Steven Jarvis, CPA
Retirement Tax Services
TOPIC: How Your Clients are @!#! Up their Schedule E.Learn the Biggest Mistakes in Tax Planning with Real Estate and How to Avoid Them to Maximize Your Financial Gains.
Master of Ceremonies
Cory Michaelis
Stand-up Comedian
We are thrilled to have Cory Michaelis as our Master of Ceremonies, guiding us through the event and keeping the energy high!
Amber Kuhn
The Perfect RIA
We are thrilled to have Cory Michaelis as our Master of Ceremonies, guiding us through the event and keeping the energy high!
True TPR fans already know Amber Kuhn – she's the voice you hear every Friday. As our Master of Ceremonies, she'll be guiding us through the event with the same vibrant energy she brings every week!
True TPR fans already know Amber Kuhn – she's the voice you hear every Friday. As our Master of Ceremonies, she'll be guiding us through the event with the same vibrant energy she brings every week!
Stay tuned for more details coming soon! This is just the beginning, and we have an exciting agenda lined up for you.
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