A Conference Built for the Future of Estate Planning
January 26-28, 2026 | Omni Montelucia Resort | Scottsdale, Arizona
Join the industry’s brightest minds and emerging voices for an inspiring three-day experience designed to spark bold ideas, create meaningful connections, and accelerate your practice. Reserve your place at a conference that offers more than insights; it delivers transformation.
The Venue
For three days, the Omni Montelucia becomes your private campus: a stunning desert oasis designed for deep learning, real conversations, and meaningful rejuvenation. Framed by the breathtaking Camelback Mountain, this world-class resort offers everything you need to recharge and spark new ideas. From sunrise hikes to sunset networking receptions, every moment is designed to elevate your experience.
- Three resort pools
- Award-winning full-service spa
- 100,000+ square feet of event space
- Six dining destinations
- Fitness center, hiking tours, and family-friendly activities
Curated Content. Powerful Conversations. Real Connection.
We’re reimagining what a conference agenda can look like—blending visionary keynotes, breakout discussions, and refreshing experiences designed to challenge and recharge you. As we finalize our agenda, here’s what you can expect:
- Visionary keynote speakers who will spark new thinking
- Hands-on breakout sessions built for real-world application
- Major product reveals showcasing what’s next
- Candid connection forums for meaningful conversations
- Celebrations and after-parties under the desert stars
Voices That Are Shaping the Future
We’re assembling a lineup of forward-thinkers and industry leaders pushing the boundaries of estate planning, finance, and technology. Expect voices who challenge, inspire, and leave you thinking long after the final session. Topics will include:
- Industry innovation redefining best practices
- AI opportunities reshaping fintech and advising
- Personal growth and business leadership development
- Technology’s evolving role in the future of estate planning
- Engaging entertainment to cap off a day of learning
Secure Your Spot
Space is limited—lock in your place at the inaugural Estate Planning Conference today.
Sponsorship
We offer a range of customized sponsorship opportunities to help you connect with the industry’s brightest minds. Please reach out to [email protected] to obtain our sponsorship prospectus.
Questions?
Have questions about the conference? We’re here to help. Please contact [email protected] and our team will be happy to assist you.
Speaker Application
Speaker applications are now open as we finalize our inaugural lineup. If you’re interested in joining the stage, please reach out to [email protected] to request an application.