We’re Redefining What’s Possible in Estate Planning
And it All Starts Here
Hosted by Wealth.com, The Estate Planning Conference is where top financial advisors and industry leaders come together to transform estate planning challenges into actionable strategies. Over three insightful days, you’ll experience powerful education, meaningful networking opportunities, and practical content that leads to real outcomes. The Estate Planning Conference is your gateway to elevating your practice and delivering exceptional client value.
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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
Attendee Check-In & Complimentary Pre-Con CFP CE Sessions
1:00 PM – 1:15 PM
Conference Opening Remarks
1:15 PM – 2:00 PM
Michael Kitces Keynote
2:00 PM – 3:00 PM
Adm. William McRaven
Keynote + Q&A
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
7:30 AM – 9:00 AM
Breakfast
8:30 AM – 9:15 AM
Breakout Sessions
9:30 AM – 11:00 AM
Larry Fitzgerald Keynote
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.
Reserve Your RoomSecure 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.
The Estate Planning Conference will be held at the Montelucia Resort in Scottsdale, Arizona, from January 26-28, 2026.
Financial advisors, wealth managers, attorneys, and estate planning professionals looking to stay ahead in their practice, expand their networks, and bring immediate value back to their clients.
Yes, groups of three or more receive special discounted pricing. Please reach out to our events team at [email protected] for details.
Yes, most 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. You’ll receive detailed instructions at the event for claiming your credits quickly and easily.
We’ve secured a limited number of rooms at the Montelucia Resort at a discounted rate. Rooms are available on a first-come, first-served basis—so we recommend booking early.
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.