February 1-3, 2027
Named One of the Industry’s Top Conferences for Financial Advisors
Following a sold-out inaugural event, EstateCon returns to Scottsdale in 2027. Recognized by Kitces.com as one of the industry’s leading conferences for financial advisors, EstateCon brings together advisors, private bank leaders, trust professionals, family offices, and wealth management executives for three days of estate planning, tax strategy, technology, and practice management.
Join the conversations shaping the future of advice.
For the Leaders Shaping the Future of Advice
EstateCon is built for advisors and wealth management executives rethinking how estate planning, tax strategy, and wealth management come together. Join the conversations, sessions, and experiences designed for the people defining what comes next.
Practical Strategies. Real-World Results.
From estate and tax planning workshops to advisor case studies and executive roundtables, EstateCon delivers actionable content focused on helping firms deepen client relationships, uncover new opportunities, and drive growth. Leave with ideas, frameworks, and connections that continue delivering value long after the conference ends.
Relationships that Extend Beyond the Conference
EstateCon brings together senior leaders from RIAs, private banks, trust companies, family offices, and wealth technology firms. Through curated networking experiences, executive roundtables, hosted dinners, and informal conversations, you’ll build meaningful relationships with the people shaping the future of advice.
Join the Celebration—Wealth.com Style
From sunset receptions and hosted dinners to memorable experiences throughout Scottsdale, EstateCon is designed to foster connection beyond the conference room. Every detail is thoughtfully crafted to create an environment where ideas, partnerships, and lasting relationships can thrive.
Our Commitment to You
Hear directly from industry leaders, renowned attoryneys, and estate-planning experts who set the pace for the future. Each session is crafter to deliver actionable insights, fresh perspectives, and powerful strategies to elevate your practice.
Expand your professional toolkit with specialized workshops, breakout sessions, and CFP CE-approved learning opportunities. Each educational experience is intentionally designed to empower you with practical knowledge you can immediately implement.
Unforgettable moments happen beyond the sessions. From exclusive evening events to wellness activities and networking gathering, every detail is thoughtfully curated to ensure your experience is rewarding, rejuvenating, and memorable.
Secure Your Spot
Capacity is limited. Register now to join the premier gathering of advisors transforming the future of estate planning.
