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Master List Of Financial Advisor Conferences For 2025-2026

The Summit 2026: Tax Planning & Practice Management

September 27-30 | 
Phoenix, AZ | 

At The Summit 2026, attendees will learn how to simplify financial planning, amplify results, and put tax where it belongs - at the heart of every client conversation. You’ll walk away with the strategies, systems, and clarity to scale smarter, charge more, and become the advisor clients chase.

Kitces Top Conference Badge
Price: TBD
Type: In Person
Content Focus: Practice Management, Tax Planning
Channel: CFPs, Experienced Planner, Independent BD, RIA, Wirehouse
Organizer: Private Organization
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