Jan 26-28, 2026
A Next-Level Experience
From dynamic keynote sessions and in-depth workshops to curated networking experiences, every detail of the conference is crafted to inspire, educate, and connect. You’ll gain actionable insights from industry leaders, discover innovative strategies to enhance client relationships, and leave with renewed clarity and confidence.
Estate Planning Innovation Starts Here
Experience firsthand how leading advisors and firms are transforming estate planning by leveraging technology, enhancing client relationships, and maximizing legacy outcomes. Dive into interactive demos, insightful advisor showcases, and immersive sessions designed specifically for your growth.
Insights Designed to Keep You Ahead of the Curve
Dive into interactive workshops, real advisor success stories, insightful case studies, specialized estate planning sessions, and thought-provoking keynotes. How will you tailor your conference experience to drive growth for your practice?
Expand Your Network, Elevate Your Practice
We’ve designed intentional opportunities for advisors to connect, collaborate, and grow. From advisor roundtables and expert Q&A sessions, every interaction is a chance to build lasting relationships that enhance your practice.
Join the Celebration—Wealth.com Style
We end each day with a time to celebrate and connect with colleagues and industry leaders with unforgettable experiences and events. Toast to growth, prosperity, and good company—cocktails included.
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.