Secure Your Pass for Future Proof Festival
Discounted Registration Provided By:
MORGAN HOUSEL
Future Proof is the best finance event that exists, hands down!
Dr. Daniel Crosby
I’ve never been a part of a conference where I felt a greater sense of community.
The TAX PLANNING ADVISOR LAB
Presented By Holistiplan
SUNDAY, SEPTEMBER 7
FUTUREPROOF YOUR FIRM WITH THE TAX EDGE: OBBBA CHANGES ADVISORS NEED TO KNOW
Kick off the day with Roger Pine as he breaks down the OBBB Act and what the tax law changes mean for you and your clients. This session will equip you with the insights needed to proactively guide your clients through the evolving tax landscape and seize new opportunities.1 CE CREDIT
Roger Pine CEO, CFA®, CFP®
Co-Founder & CEO, Holistiplan
TAX STRATEGY THAT GROWS YOUR FIRM
Join Debra for a tactical, CE-eligible session on using tax strategy to elevate your firm and your client outcomes. Packed with real-world case studies and best practices, you’ll walk away ready to transform tax season into your firm’s competitive advantage.1 CE CREDIT
Debra Taylor, CPA/PFS™, JD, CDFA® Managing Partner & Chief Tax Strategist, Carson Wealth
LEGACY, UNLOCKED: ESTATE PLANNING WITH CLARITY AND CONFIDENCE
See Holistiplan’s Estate Planning tool in action with a live demo, best practices, and real advisor success stories. Learn how to simplify estate conversations, uncover opportunities, and deliver a world-class client experience.Emily Rassam, CFP®
Investopedia top 100 advisor, Partner & Senior Financial Planner, Archer Investment Management
ADVISOR VOICES: A PEER INSIGHTS PANEL
Hear directly from your peers on what’s working now in tax, estate, and insurance planning. This interactive panel will share practical insights, tips, and stories you can bring back to your firm to better serve your clients and drive meaningful growth.Torie Happe
Head of Partnerships, Holistiplan
Additional speakers TBA
is your company interested in sponsoring this event?
How to Attend The Tax Planning Lab
Step 1
Register for the Future Proof Festival and Complete your profile
step 2
Opt in to The Tax Planning Advisor Lab listed in Breakthru Experiences
step 3
Accept All Breakthru Activity, including The Tax Planning Advisor Lab
Step 4
Attend The Tax Planning Advisor Lab onsite
FINANCIAL ADVISORY FIRM OR LIMITED PARTNER PASSES
HOSTED FINANCIAL ADVISORY FIRMS & LIMITED PARTNERS
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Who Qualifies? Financial Advisor Reps, Non-Advisors from Financial Advisory Firms (with decision-making responsibility), and Limited Partners. U.S. and Canada-based only.
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Receive a complimentary ticket and a $750 travel/hotel reimbursement
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Must take up to eight (8) 15-minute double opt-in meetings with other participants.
TEAM
FINANCIAL ADVISORY FIRM TEAM PACK
Financial Advisory Firms are eligible for discounted rates on team pack purchases of THREE OR MORE tickets.
Rates are based on each purchase transaction and cannot be combined with other purchases, including previous individual and team pack ticket purchases. We do not adjust rates retroactively. All team pack purchases must be (1) approved by us and (2) paid in advance immediately following approval.
INDUSTRY PASSES
25% OFF
Startups
$2,400
$1,800
Startups that were founded up to seven years prior to 2025 that have raised less than $20 million in funding may be eligible for special startup rate tickets.
FREQUENTLY ASKED QUESTIONS
Future Proof is a premier wealth management event bringing together financial advisors, private investors, asset managers, fintech companies, and more. The event features informative sessions, networking opportunities, and cutting-edge industry insights. Join us in Huntington Beach, CA, from September 7-10, and be a part of the wealth management ecosystem’s evolution.
To register, choose the attendee that best represents your company and role, and complete the payment process. If you have any questions, email hello@futureproofhq.com.
Financial Advisory Firms are eligible for discounted rates on team pack purchases of three or more tickets. Don’t miss this opportunity to expand your wealth of knowledge with your team!
Our partner hotels with exclusive rates for attendees are in Huntington Beach and Newport Beach. Book your stay through our website and enjoy a comfortable experience.
The full event schedule will be posted prior to the event. Once available, download our official event app to access the schedule, build your personalized agenda, and network with fellow attendees. It’s like having a personal assistant—minus the dad jokes!
Yes, meals will be provided at various times at our Food Pavilions on the Boardwalk. Attendees can also enjoy local dining options in and around the venue area, offering a range of culinary experiences.
Our return policy can be found here. Kindly review it for information on cancellations and refunds.
Follow us on social media at @FutureProof_HQ and subscribe to our newsletter list (we hate spam) to stay in the loop. Our updates are so timely, even a broken clock is right twice a day!
For any further inquiries, visit here or email us at hello@futureproofhq.com. We’re here to help make your Future Proof experience unforgettable!
