Transform Your Practice:
Register for The Perfect RIAs 2025 Freedom Events Today!
Reserve your spot at these incredible in-person sessions and stay tuned for accommodation and agenda updates.
Registration for Freedom Members only
Your Freedom membership includes one seat at our in-person events.
All Upcoming Events
Here are all of the events that The Perfect RIA will be hosting or participating in.
Membership Events
Business Planning Mastermind
December 4-6, 2024
Phoenix, AZ
Business Planning Workshop
Creating a Written Business Plan for 2026
December 10-13, 2025
The Joule Hotel
Dallas, TX
The Perfect RIA Mastermind
Lead Gen: How To Get Your Next 20 Ideal Clients
February 17-19, 2026
Cabo San Jose, Mexico
The Perfect RIA Mastermind
Creating and Delivering Value Adds: Estate Planning; Taxes & LTC
April 21-23, 2026
Arizona
Business Planning Mastermind
December 4-6, 2024
Phoenix, AZ
The Summit 2026 with TPR & RTS
September 27 - 30, 2026
Arizona
Business Planning Workshop
The Tax Planning Silver Bullet
December 8-10, 2026
TBD
Business Planning Mastermind
December 4-6, 2024
Phoenix, AZ
We have 3 Tenets that each Member of the Nation MUST subscribe to:
1. Deliver Massive Value 2. Spend More Time Out of the Office with Family 3. Build a Highly Profitable Practice.
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