Two steps. Under two minutes. Seats are released in limited blocks and priced to rise.
This is where top advisors come to master smarter planning, scalable systems, and tax strategies that actually work.
Built by real advisors and elite tax pros, THE SUMMIT 2027 delivers everything you need to grow a firm clients chase, not just tolerate.
You'll walk away with clarity, confidence, and a practice your competitors can't match.
Attendees may receive a 100% refund if they cancel at least 60 days before the event start date.
Attendees who cancel between 59 and 30 days before the event will receive a 50% refund.
If unable to attend, tickets are transferable to another attendee at no additional cost up to 7 days before the event. To transfer tickets, the original purchaser must provide written notice with the new attendee’s name and contact details.