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!
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
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
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.
