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The Estate Planning Conference
January 26 - 28, 2026
United States
Doors open at:
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About the Event
Register Now
Our Speakers
A
M
Adm. William H. McRaven USN (Ret.)
A
M
Andy Miller
Sr. Client Success Manager
Wealth.com
A
R
Anne Rhodes
Chief Legal Officer
Wealth.com
B
H
Brian Hamburger
President and CEO
MarketCounsel
C
Y
Charlotte Young
Product Manager
Wealth.com
C
S
Cyndie Smith
VP of Customer Success
Wealth.com
D
L
Danny Lohrfink
Chief Product Officer
Wealth.com
D
T
David Thompson
VP of Product Strategy
Wealth.com
E
D
Eva Deniz
Regional Sales Manager
Wealth.com
F
C
Frank Caliendo
Comedian
J
H
Jamie Hopkins
Chief Wealth Officer, WSFS and Bryn Mawr Trust
Bryn Mawr Trust
J
N
Jay Nelson
Director of Financial Planning
Avior Wealth Management
J
S
Jessica Stanley
Operations Manager and Financial Advisor
Avior Wealth Management
J
B
Joanne Bradford
Strategic Advisor
Wealth.com
J
H
John Hallinan
Regional Sales Manager
Wealth.com
K
S
Kate Shackleton
Advisory Board Member
Wealth.com
L
F
Larry Fitzgerald
L
K
Lauren Klein
Director of Private Wealth Sales
Wealth.com
L
W
Lea Witt
Client Success Manager
Wealth.com
M
G
Matt Gottshall
Financial Advisor
Balanced Wealth Group
M
K
Michael Kitces
Chief Financial Planning Nerd
Kitces.com
R
L
Rafael Loureiro
Chief Executive Officer
Wealth.com
R
D
Rick Dinger
Regional VP of Sales
Wealth.com
R
M
Ryan McQuillan
Director of Firm Development/Advisor/Owner
Avior
S
R
Samantha Russell
Chief Evangelist
FMG Suite
S
B
Sara Blandford
Director of Advisory Sales
Wealth.com
S
S
Seungwoo Son
VP of Applied AI
Wealth.com
T
W
Tim White
Chief Growth Officer
Wealth.com
Community
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Location
Omni Montelucia Resort
4949 E Lincoln Dr, Scottsdale, AZ 85253, USA
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