Connect With Me

Please contact your Firm's Group Admin

IAR CE is only available if your organization contracts with for the credit.
Please contact your firm's group administrator to enable this feature.
If you do not know who your group administrator is you may contact [email protected]

Master List Of Financial Advisor Conferences For 2024-2025

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. Every session of this summit will include action items and resources to make sure attendees go home and transform how they deliver tax planning. Attendees can receive a $200 discount off the summit price by using the promo code "TaxNerd".

Price: $895-$2,192
Type: In Person
Content Focus: Tax Planning
Channel: CFPs, Experienced Planner, Independent BD, RIA, Wirehouse
Organizer: Private Organization
Back to All Conferences