8:00 am - 9:00 am

Mummy Mountain Hike (Optional)

Experience the desert's natural beauty, witnessing plants, vegetation and animal life along with jaw-dropping views of the north side of Camelback Mountain while on a hike of Mummy Mountain.

Hike trail (Tyner's Hiking Trail) is .621 miles and is not to the summit. Hiking shoes are recommended.

10:30 am - 4:30 pm

Golf  Scramble (Optional)

Join fellow advisors for golf at Camelback Golf Club's Ambiente Course - the 7,225-yard, par 72 course challenges players with several striking features: eye-catching elevation changes and rolling fairways with significant drops.

*additional fees apply:  $215 for golf (incl. tax); $82 (incl. tax) for club rentals if needed. Food & beverage additional.

12:00 pm - 8:00 pm

Badge Pickup

1:00 pm - 4:00 pm

Tax Owner / Operator Mastermind Meeting (Optional)

There are many facets to owning and operating a tax practice.  Those with an established practice have parameters and processes that are working well as well as some that could be improved.  While every tax practice is unique, the need to evolve, improve and grow over time, in different ways, is not. Led by a professional facilitator, this session will explore three key areas of owning and operating a tax practice: 1) Attracting ideal fit clients; 2) Efficiency in operations of tax preparation and delivery; and 3) Leveraging a tax practice to fuel the growth of a wealth management business. Instructional insight will be provided in each of the three areas, along with an opportunity to reflect on and integrate key learning and engage in collaborative, peer-to-peer discussions designed to enable participants to learn from each other. At the end of the session, you'll walk away with new insights and an action plan for how to move forward

8:00 pm - 10:00 pm

Opening Reception

7:00 am - 8:00 am

Yoga (Optional)

7:00 am - 8:45 am

Breakfast

9:00 am - 12:00 pm

Programming

12:00 pm - 1:00 pm

Lunch

1:00 pm - 5:30 pm

Programming

6:30 pm - 9:30 pm

Dinner on Mummy Mountain

7:00 am - 8:00 am

Yoga (Optional)

7:00 am - 8:45 am

Breakfast

9:00 am - 12:00 pm

Programming

12:00 pm - 1:00 pm

Lunch

1:00 pm - 3:00 pm

Programming

3:00 pm

Conclusion