The Summit Hosted by The Perfect RIA & Retirement Tax Services
About this event
The Summit is a joint production of The Perfect RIA and Retirement Tax Services, and its organizers describe it as an implementation lab rather than a conference. The emphasis is on advisors leaving with systems they can put to work immediately.
Sessions teach tax-first planning, operational workflow and client communication frameworks, delivered by practicing advisors working through their own processes on stage. The multi-day format at a Scottsdale resort keeps the group together for working sessions and evening networking.
