Registered User? Login
Forgot Password?
Sign Up
loader image
New User? Sign Up
Forgot Password?
Login
loader image
    The Estate Planning Conference logo

    The Estate Planning Conference

    January 26 - 28, 2026
    United States
    Doors open at:

    About the Event

    Register Now

    Our Speakers

    speaker image
    AM
    Adm. William H. McRaven USN (Ret.)
    speaker image
    AL
    Alaina Lacter
    Senior Product Counsel
    Wealth.com
    speaker image
    AM
    Andy Miller
    Sr. Client Success Manager
    Wealth.com
    speaker image
    AR
    Anne Rhodes
    Chief Legal Officer
    Wealth.com
    speaker image
    BG
    Brad Gotto
    CEO
    Fiat Wealth Management
    speaker image
    BH
    Brian Hamburger
    President and CEO
    MarketCounsel
    speaker image
    BL
    Bruce Lee
    Founder & CEO
    Keebeck Wealth Management
    speaker image
    CR
    Cameron Rufus
    Financial Advisor
    Ritholtz
    speaker image
    CY
    Charlotte Young
    Product Manager
    Wealth.com
    speaker image
    DL
    Danny Lohrfink
    Chief Product Officer
    Wealth.com
    speaker image
    DT
    David Thompson
    VP of Product Strategy
    Wealth.com
    speaker image
    DK
    Derrick Kinney
    Founder
    Success for Advisors
    speaker image
    DD
    Domenick D'Andrea
    Co-Founder/Financial Advisor
    DanDarah Wealth Management
    image placeholder
    EY
    Edward Yuan
    Account Executive
    Jump
    speaker image
    EK
    Erin Kirkwood
    Sr. Client Success Manager- Enterprise, Central
    Wealth.com
    speaker image
    ED
    Eva Deniz
    Regional Sales Manager
    Wealth.com
    image placeholder
    FD
    Forest Dorkowski
    Sr. Director - Legal-Estates
    St. Jude Children's Research Hospital
    speaker image
    FC
    Frank Caliendo
    Comedian
    speaker image
    GG
    gabe Gonzalez
    Growth
    Wealth.com
    speaker image
    GM
    Gus Merrell
    Product Manager
    Wealth.com
    speaker image
    JH
    Jamie Hopkins
    Chief Wealth Officer, WSFS and Bryn Mawr Trust
    Bryn Mawr Trust
    speaker image
    JN
    Jay Nelson
    Director of Financial Planning
    Avior Wealth Management
    speaker image
    JS
    Jessica Stanley
    Estate Planning Coordinator
    Avior Wealth Management
    speaker image
    JB
    Joanne Bradford
    Strategic Advisor
    Wealth.com
    speaker image
    JH
    John Hallinan
    Regional Sales Manager
    Wealth.com
    speaker image
    JN
    Jonathan Novy
    Senior Advisor
    Ritholtz
    speaker image
    JB
    Josh Brown
    CEO
    Ritholtz
    speaker image
    KA
    Kari Abe
    Enterprise Client Success Manager
    Wealth.com
    speaker image
    KS
    Kate Shackleton
    Advisory Board Member
    Wealth.com
    speaker image
    LF
    Larry Fitzgerald
    speaker image
    LK
    Lauren Klein
    Director of Private Wealth Sales
    Wealth.com
    speaker image
    LW
    Lea Witt
    Client Success Manager
    Wealth.com
    speaker image
    LW
    Lisa Weigel
    Senior Counsel, Strategic Growth
    Wealth.com
    image placeholder
    MF
    Matt Furness
    Mid-Market Sales Manager
    Jump
    speaker image
    MG
    Matt Gottshall
    Financial Advisor
    Balanced Wealth Group
    speaker image
    MB
    Michael Batnick
    Managing Partner
    Ritholtz
    speaker image
    MK
    Michael Kitces
    Chief Financial Planning Nerd
    Kitces.com
    speaker image
    NM
    Nicole McMullin
    SVP, Product
    Wealth.com
    speaker image
    PL
    Paul Lee
    Indivisible
    speaker image
    RL
    Rafael Loureiro
    Chief Executive Officer
    Wealth.com
    speaker image
    RJ
    Rey Julian
    Regional Sales Manager - Pacific Northwest
    Wealth.com
    speaker image
    RD
    Rick Dinger
    Regional VP of Sales
    Wealth.com
    speaker image
    RK
    Rick Kent
    CEO
    Merit Financial Advisors
    speaker image
    RM
    Ryan McQuillan
    Director of Firm Development/Advisor/Owner
    Avior
    speaker image
    SR
    Samantha Russell
    Chief Evangelist
    FMG Suite
    speaker image
    SB
    Sara Baker
    EVP, Mergers & Acquisitions
    Allworth Financial
    speaker image
    SB
    Sara Blandford
    Director of Advisory Sales
    Wealth.com
    speaker image
    ST
    Sarah Tucker
    Director of Strategic Accounts
    Wealth.com
    speaker image
    SS
    Seungwoo Son
    VP of Applied AI
    Wealth.com
    speaker image
    SB
    Shane Ball
    Sr. Tax Strategist
    Wealth.com
    speaker image
    TB
    Tim Birch
    Regional Sales Manager - Southwest
    Wealth.com
    speaker image
    TW
    Tim White
    Chief Growth Officer
    Wealth.com

    Community

    Join The Community

    Location

    Omni Montelucia Resort
    4949 E Lincoln Dr, Scottsdale, AZ 85253, USA

    DOWNLOAD OUR EVENT APP

    download app storedownload google play