February 1-3, 2027
The Future of Estate, Tax & Wealth
The industry’s premier gathering for advisors, executives, and innovators shaping the future of estate, tax, and wealth management.
Register NowThe Future of Estate & Tax Planning Happens Here
A Look Back at EstateCon 2026
Hosted by Wealth.com, EstateCon brings together the brightest minds across wealth management, estate planning, tax strategy, banking, and technology to explore what’s next. Watch the highlights from our inaugural event and see why advisors from the nation’s leading firms are already making plans for Scottsdale in 2027.
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Forward-thinking speakers
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Attendees from around the country
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Ground-breaking sessions
Agenda Overview
Unlock insights across 50+ sessions, earn 15+ hours of CFP CE, and connect with industry visionaries shaping the future of estate planning.
9:00 AM – 12:00 PM
Pre-Con CFP CE Sessions
1:00 PM – 3:00 PM
Keynote Sessions
3:00 PM – 5:00 PM
Breakouts
5:30 PM – 8:00 PM
Opening Reception
7:30 AM – 9:00 AM
Breakfast
8:30 AM – 9:15 AM
Breakout Sessions
9:30 AM – 11:00 AM
Keynote Sessions
11:00 AM – 12:00 PM
Wealth.com Keynote
6:00 PM – 8:30 PM
Dinner & Comedy Show
7:30 AM – 9:00 AM
Breakfast
8:00 AM – 9:30 AM
Breakout Sessions
9:30 AM – 11:00 AM
Keynote Sessions
11:00 AM – 12:30 PM
Closing Lunch
An Unforgettable Venue
For three days, the award winning Montelucia Resort becomes a closed‑door campus where every arched walkway, palm‑lined pool, and terracotta courtyard is reserved for the conference. Mornings open with Camelback Mountain glowing just beyond your balcony; evenings wind down over wood‑fired paella at Prado or live music and sangría at Mbar, with no outside crowd in sight. Capacity is deliberately limited, ensuring that every conversation, session, and connection happens in an atmosphere built for focus and growth. Secure your room at our exclusive discounted rate today.
Learn MoreSecure Your Spot
Capacity is limited. Register now to join the premier gathering of advisors transforming the future of estate planning.
Frequently Asked Questions
Explore answers to the questions we hear most—so you can move forward with peace of mind.
EstateCon will be held at the Omni Montelucia Resort in Scottsdale, Arizona, from February 1-3, 2027.
EstateCon is designed for financial advisors, wealth management executives, private bank leaders, trust professionals, family office executives, and strategic partners who are shaping the future of estate and tax planning. Attendees come to gain practical insights, build meaningful relationships, and bring new strategies back to their firms and clients.
Yes, groups of three or more receive special discounted pricing. Please reach out to our events team at [email protected] for details.
Yes, all main stage sessions will be recorded. Recordings will be made available exclusively to registered attendees shortly after the event concludes.
Your registration includes full access to all sessions, keynotes, workshops, meals provided during the conference, networking events, wellness activities, and session recordings.
Yes, the conference offers CFP CE credits. All hours will be submitted post-event after confirming session attendance.
EstateCon 2027 will be held exclusively at the Omni Scottsdale Resort & Spa at Montelucia. To create an exclusive experience, the resort has been reserved for conference attendees. Hotel booking information is available on the Travel tab and registration confirmation emails. We recommend securing accommodations early due to limited availability.
Cancellations received by November 1 are eligible for a full refund. For cancellations made after November 1, your registration can be transferred to another attendee.
We’re here to help—reach out anytime at [email protected], and a member of our team will assist you promptly.
