A few moments that can change everything

I’ve been thinking a lot lately about how real change happens. Not the kind that comes from reading a book or sitting through a slide deck, but the kind that comes from stepping into a space where you can pause, reflect, and see things differently.

There’s something powerful about being surrounded by people who share your challenges, who ask the questions you’ve been thinking but haven’t said out loud, and who are trying to figure out the same puzzles you are. Those moments – the quiet conversations, the simple “aha” realizations, often have more impact than any formal session.

THE SUMMIT 2026 is built to create that kind of space. It’s not about filling an entire week with presentations; it’s about a few days where insight, reflection, and connection happen naturally. For Premiere members, it’s included in your membership; you just need to get there. For everyone else, it’s a chance to invest in an opportunity to step into a room where ideas turn into clarity, and clarity leads to action.

That’s the kind of space THE SUMMIT provides, and why I’m excited to see it unfold again in 2026.

And here’s something I haven’t shared yet: this year, the Summit will be bigger and better than ever because more advisors want to join than ever before. But seats are still limited. We’ve designed it to remain intimate, enjoyable, and focused, not a “mega-conference,” but a space where learning, connection, and real application happen.

Most conferences just talk at you. THE SUMMIT 2026 is different. It’s for advisors who refuse to be average. You won’t leave with just ideas, you’ll leave with real tools, systems, and a plan you can implement immediately. Many advisors return year after year because they start applying what they learn at THE SUMMIT the very next day. This is our fourth year running the event, and each year the audience grows. Now, I’m inviting you to join this group of advisors ready to take action.

Happy Tax Planning,

Steven Jarvis, CPA

P.S. The agenda will start rolling out soon, but if you want a sneak peek at some of the non-financial planning resources we’re going to bring this year to help you level across the board, check out Phil Jones, RaQuel Hopkins, and Wild Health.