ELITE GROWTH ACADEMY

maximize your potential

Conference designed for growth minded

Advisors and Accountants.

June 13th - June 14th

8:00 AM - 5:00 PM PST

*June 12th Fusion Mastermind Members

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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.


CPAs EARN 16 CPE CREDITS FOR ATTENDING

HEADLINERS

CONFIRMED SPEAKERS

JACKIE MEYER

TaxPlanIQ

CPA Tax Planning Thought Leader

loren hollingsworth

Strategic Associates

Tax Mitigation for Business Owners

Jim Duggan

Duggan Bertsch, LLC

Advanced Tax Planning Attorney

jesse raynes

Inception Financial

Solar Tax Credits

MARK GOODMAN

Opus Funding Partners

Premium Financed Insurance

PAUL MCMANUS

More Clients, More Fun

Boutique Publishing Company

Kristin Williams

Succession Capital Alliance

Life Insurance Solutions for HNW


Harlan Accola

Movement Mortgage

Reverse Mortgages as a Tax

Planning Tool

Casey clark

Cultivate Advisors

Tailored Business Advisory

Services


lee heisman

Exit Stage Left Advisors

M&A Consultants

SEAN ROGERS

Digital Financial Officers

AI Powered Bookkeeping

Ted Jenkin

Exit Stage Left Advisors

M&A Consultants

Ron S. Bullis

Lifeworks

Family Office Friendly RIA

Michael Rothman

Succession Capital Alliance

Discovering Opportunities in Existing ​Policies

ALEKS DYO

Wealth Excel LLC

Charitable Gift Financing

ben golden

Golden Tax Relief

Tax Resolution & Tax Planning


Carter Kowalski

Secura Consultants

Disability Planning

Tony Maree Torrey

Tony Maree Torrey

Coach for Financial Professionals

bruce Gendein

McHenry Advisers, Inc.

Supercharged Cash Balance Plans

michael sir

OneProtection

Disability Planning Sotware

JOsh Yager

Anodos Advisors

Trust & Estate Settlement

Lindsay czajka

Elite Resource Team

Virtual Marketing Manager

Alison Susko

Asset-Map

Financial Mapping Software for

Advisors


ia​n welham

Elite Resource Team

Partner & Proactive Facilitator

jena wilson

Elite Resource Team

Director of Business Development


anton anderson

Elite Resource Team

Chief Executive Officer


Tr​acy miller

Elite Resource Team

Virtual Family Office Liaison

More Speakers Announced Soon!

TICKETS

CHOOSE YOUR EGA EXPERIENCE

GENERAL ADMISSION

VIP

Normally $695

TODAY $595

Normally $795

TODAY $695

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VIP

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general ​admission

Event Ticket

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All Food & Beverages During Event

All Food & Beverages During Event

VIP Ticket to 10-Year Anniversary Gala

VIP Ticket to 10-Year Anniversary Gala

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build proactive

partnerships

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.


VENUE

the elite growth academy will be held at the Westin Gaslamp

910 Broadway Cir

San Diego, CA 92101

Get in touch

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

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CERTIFIED PROFESSIONAL

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plug into our

virtual family office

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.











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reviews

WHAT OTHER’S ARE SAYING

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Marilyn

Previor

"Its been a massive ​evolution for me and ​my career."

Ron

Baker

“I love what you guys ​are doing. Keep up the ​great work!"

Salim

Omar

"You've hit the nail on ​the head! This is a ​great opportunity for ​CPAs, and I look ​forward to working ​with you."

Amy

Grego, CPA

"I would say that for ​every accountant ​that's considering this, ​it's hugely, hugely ​important."

Jacob

Lincoln, CPA

"Well worth it! The ​event focused on ways ​to actually work better ​with my clients rather ​than just the technical ​codes."

Jeff

Golbois, CPA

"It's definitely helped ​identify incredible ​opportunities. I'm ​really excited."

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eric

runge

“The EGA has been a ​transformative ​experience for me with ​AMAZING new ​insights into advanced ​planning and how to ​grow my practice. I'd ​encourage anybody ​who is on the fence to ​attend, and try it out. ​If you want to grow ​and learn how to hit ​your potential, this is ​for you.”

andy

bowman

“ERT has transformed ​my life for the better in ​the seven years I have ​been affiliated with ​them. This is not a ​guarantee of 10x ​success, but it is the ​best thing I have seen ​in my 39 years in ​accounting and ​financial services.”

Paavan

kotini

“The EGA really opened ​my eyes. It got a fire lit ​under me. I knew this ​was what I was waiting ​for to launch my career ​into the next level. The ​conversations between ​meetings, the ​spontaneous questions ​we could ask others and ​the relationships we ​develop can last a ​lifetime.”

2024 Partners and Sponsors

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FAQS

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

100% Money Back Guarantee 

If you attend the full event and don't think it's worth the ticket price, we'll refund you, no questions asked.