Conference designed for growth minded
Advisors and Accountants.
June 13th - June 14th
8:00 AM - 5:00 PM PST
*June 12th Fusion Mastermind Members
about
#1 EVENT FOR
ADVISORS & ACCOUNTANTS
WHAT TO EXPECT
The Elite Growth Academy is a dynamic two-day event meticulously designed to unleash the full business potential of Financial Advisors and Accountants.
- Powerful presentations from successful advisors, CPAs, and business experts across the five disciplines of a Virtual Family Office.
- Panel discussions designed to dive deeper into the most important issues.
- Access to systems, best practices, and people who can help you build strong professional alliances.
- Insights on how to build a more powerful, resilient, and relevant business.
- Tips to create more connection and value for high net worth clients.
- Tools to drive your development as a leader and to scale your client acquisition activities.
HEADLINERS
JACKIE MEYER
TaxPlanIQ
Tax Planning Software
Jim Duggan
Duggan Bertsch, LLC
Advanced Tax Planning Attorney
SEAN ROGERS
Digital Financial Officers
AI Powered Bookkeeping
paul latham
Elite Resource Team
Accountant Thought Leader
MARK GOODMAN
5th Avenue Solutions
Premium Financed Insurance
PAUL MCMANUS
More Clients, More Fun
Boutique Publishing Company
jesse raynes
Inception Financial
Solar Tax Credits
anton anderson
Elite Resource Team
Chief Executive Officer
jena wilson
Elite Resource Team
Director of Business Development
Linday czajka
Elite Resource Team
Virtual Marketing Manager
More Speakers Announced Soon!
TICKETS
GENERAL ADMISSION
VIP
Normally $595
TODAY $495
Normally $695
TODAY $595
EARLY BIRD VIP
EARLY BIRD
Event Ticket | Event Ticket |
An Unforgettable Time | An Unforgettable Time |
All Food & Beverages During Event | All Food & Beverages During Event |
VIP Ticket to 10-Year Anniversary Gala | VIP Ticket to 10-Year Anniversary Gala |
If you are an advisor or accountant and you are not working with a team of advanced planning specialists across the five disciplines of a Virtual Family Office (Tax Planning, Legal, Wealth Management, Risk Mitigation, and Business Advisory) then not only are you underserving your clients, but also you are leaving A LOT of money on the table.
The Elite Growth Academy is designed to not only help you become a better advisor or accountant, but also a better leader and business owner. With the knowledge and tools you gain from this event, you will be equipped to build a truly remarkable business that can scale rapidly and sustain long term growth. Most importantly, you will become a business leader capable of developing rewarding professional alliances and an elite 21st century practice.
10 Year Anniversary Gala
Join us for an unforgettable evening of celebration, inspiration, and reflection.
It’s our 10 year anniversary and we’re hosting a bash bigger & better than ever before!
DJ and Dancing
Awards Ceremony
Cocktails & Apps
CERTIFIED PROFESSIONAL
When you consider your “mass affluent” and “affluent” clients’ needs, the vast majority will fall into one of five disciplines:
- Tax Planning
- Legal
- Wealth Management
- Risk Mitigation
- Business Advisory
We have spent the last 15 years building a team of experts in each of these areas. At the EGA you will have a chance to not only meet many of these team members, but also learn best-practices from industry thought-leaders on how to leverage them in your business to maximize your potential.
REGISTER NOW
reviews
Who is this event for?
Growth minded Advisors and Accountants looking for insights on how to build a more powerful, resilient, and relevant business.
Do you allow same-day entrances/walk-ins?
Unfortunately, no. Due to health and safety reasons, we will only allow entrance to those who have registered.
Can I upgrade my tickets?
Yes! If you would like to upgrade your ticket(s), please email us at support@elitert.com and one of our representatives will assist you.
How do I get CPE Credits?
CPAs Earn 16 CPE Credits for Attending. Certificates will be issued after the event concludes.
What is the dress code?
We suggest business casual for the event. For the 10-Year Anniversary Gala we suggest more formal attire.
Can I bring a guest?
Of course, but they will need their own ticket as well. Only valid ticket holders will have access to the EGA and 10-Year Anniversary Gala.
How can I become a sponsor?
For more information about sponsoring the Elite Growth academy, please visit our sponsorship page here.
*Elite Fusion Mastermind registration links listed in our Skool community (free for you and up to four guests).
Get in touch with ERT
Website: www.elitert.com
Phone: (619) 981-9703
Email: support@elitert.com
Office Address:
12636 High Bluff Drive, Suite 400
San Diego, CA 92130