Please contact your Firm's Group Admin

IAR CE is only available if your organization contracts with Kitces.com 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]

The Summit 2027

September 26-29 |

Scottsdale, AZ |

https://advisors.retirementtaxservices.com/summit-2027?utm_medium=kitces&utm_source=page&utm_campaign=rts

At The Summit 2027, advisors will learn how to build a 10-Year Tax Plan that makes clients call them first, giving them the opportunity to get into the conversation before the decision rather than explaining the consequences afterward. Advisors will come away from this event with the 10-Year Tax Plan framework, a process for starting pre-decision conversations sooner, and a repeatable way to make this part of every client relationship.