Position your brand at the intersection of technology and advice
Support the Tax Planning Advisor Lab and connect with forward-thinking advisors who are transforming client outcomes through smarter, tech-enabled planning.
POWERED BY:
Dr. Daniel Crosby
I’ve never been a part of a conference where I felt a greater sense of community.
Morgan Housel
Future Proof is the best finance event that exists, hands down!
The TAX PLANNING ADVISOR LAB
Presented By Holistiplan
September 7, 2025
11:30AM – 2:30PM · Located at Huntington Ballroom South, Hyatt Regency Huntington Beach
The Tax Planning Advisor Lab at Future Proof Festival is where tax-focused strategy meets real decision-making power. This exclusive experience is designed for qualified wealth management executives who either influence or control their firm’s technology decisions and seek innovative tools that drive meaningful client outcomes.
Hosted by Holistiplan, in partnership with Future Proof, this three-hour session features curated programming for a hand-selected group of top advisory leaders. Attendees will explore how tax planning strategies are fueling growth at the country’s fastest-growing firms, and sponsors will be positioned directly alongside Holistiplan as one of the solutions driving that success.
This is a closed door event for wealth management executives only. The only sponsors in attendance will be those who partner through one of the options below.
Drive Influence, Build Connections, and Elevate Your Brand
Showcase your brand to the industry’s top decision-makers with sponsorship opportunities designed to maximize visibility, connect you with marketing leaders, and secure high-value partnerships that drive real business growth.
Silver Partner
PRICE: $10,000
Includes 2 passes to Future Proof Festival, with access to the invite-only Tax Planning Advisor Lab
Logo placement within the Lab and recognized in all event materials as a Silver Partner
Eligibility to purchase additional company passes at the exhibitor/sponsor rate
Gold Partner
PRICE: $17,500
Includes 2 passes to Future Proof Festival, with access to the invite-only Tax Planning Advisor Lab
Sponsorship of a co-branded item distributed to all Tax Planning Advisor Lab attendees. Options include:
Tote bag
Water bottle
Notebook and pen set
Charging kit
Logo placement within the Hub and recognized in all event materials as a Gold Partner
Eligibility to purchase additional company passes at the exhibitor/sponsor rate
Platinum Partner
PRICE: $35,000
Includes 4 passes to Future Proof Festival, with access to the invite-only Tax Planning Advisor Lab
Exclusive sponsorship of the Tax Planning Advisor Lab reception for 150+ wealth managment executives. Sponsorship includes:
Exclusive branding on event signage
Custom napkins
Signature cocktail
Introduce the reception with a 3-minute opening remark to showcase the company’s vision or innovation
Logo placement within the Lab and on Future Proof Festival marketing materials. Platinum Partner recognized in all event promotions
- Eligibility to purchase additional company passes at the exhibitor/sponsor rate
What are you waiting for?
Secure your spot alongside thousands of financial advisors, wealth management executives, LPs, asset managers, fintechs, emerging startups, and the media for a transformative four-day festival.
