Elite Growth Academy Tickets

PURCHASE TICKETS

ELITE GROWTH ACADEMY

maximize your potential

SAN DIEGO - JUNE 13TH - JUNE 14TH

JUNE 12th - FUSION MASTERMIND SESSION

about

#1 EVENT FOR

ADVISORS & ACCOUNTANTS

WHAT TO EXPECT

The Elite Growth Academy is a dynamic two-day event meticulously designed to unleash the full business potential of Financial Advisors and Accountants.

Powerful presentations from successful advisors, CPAs, and business experts across the five disciplines of a Virtual Family Office.
Panel discussions designed to dive deeper into the most important issues.
Access to systems, best practices, and people who can help you build strong professional alliances.
Insights on how to build a more powerful, resilient, and relevant business.
Tips to create more connection and value for high net worth clients.
Tools to drive your development as a leader and to scale your client acquisition activities.

CPAs EARN 16 CPE CREDITS FOR ATTENDING

HEADLINERS

KEYNOTE SPEAKERS

CONFIRMED SPEAKERS

JACKIE MEYER

TaxPlanIQ

Tax Planning Software

Chris Sargent

Liquid Capital Partners

Tax Mitigation - Leveraged Deductions

justin searle

Atticus Group

Customized Business Owner Benefit Plans and Employee Retention Plans

ALEKS DYO

Wealth Excel LLC

Charitable Gift Financing

anton anderson

Elite Resource Team

Chief Executive Officer

Jim Duggan

Duggan Bertsch, LLC

Advanced Tax Planning Attorney

MARK GOODMAN

5th Avenue Solutions

Premium Financed Insurance

SEAN ROGERS

Digital Financial Officers

AI Powered Bookkeeping

Casey clark

Cultivate Advisors

Tailored Business Advisory Services

jena wilson

Elite Resource Team

Director of Business Development

jesse raynes

Inception Financial

Solar Tax Credits

PAUL MCMANUS

More Clients, More Fun

Boutique Publishing Company

paul latham

Elite Resource Team

Accountant Thought Leader

Ron S. Bullis

Lifeworks

Family Office Friendly RIA

Linday czajka

Elite Resource Team

Virtual Marketing Manager

More Speakers Announced Soon!

TICKETS

CHOOSE YOUR EGA EXPERIENCE

GENERAL ADMISSION

VIP

Normally $595

TODAY $495

Normally $695

TODAY $595

EARLY BIRD VIP

EARLY BIRD

Event Ticket	Event Ticket
An Unforgettable Time	An Unforgettable Time
All Food & Beverages During Event	All Food & Beverages During Event
VIP Ticket to 10-Year Anniversary Gala	VIP Ticket to 10-Year Anniversary Gala

PURCHASE TICKETS

LOCATION

VENUE INFORMATION

the Westin Gaslamp

910 Broadway Cir

San Diego, CA 92101

Room block available here.

Get in touch

Tel: +1 619-239-2200

reviews

WHAT OTHER’S ARE SAYING

Salim

Omar

"You've hit the nail on the head! This is a great opportunity for CPAs, and I look forward to working with you."

Ron

Baker

“I love what you guys are doing.

Keep up the great work!"

Marilyn

Previor

"Its been a massive evolution for me and my career."

Amy

Grego, CPA

"I would say that for every accountant that's considering this, it's hugely, hugely important."

Jacob

Lincoln, CPA

"Well worth it! The event focused on ways to actually work better with my clients rather than just the technical codes."

Jeff

Golbois, CPA

"It's definitely helped identify incredible opportunities. I'm really excited."

eric

runge

“The EGA has been a transformative experience for me. I met several like minded advisors (some of whom I'm still friends with today), got some AMAZING new insights into advanced planning and how to grow my practice, and was blown away by the beauty of SoCal. I wish I could go back and relive that experience (3 EGA's and one Fusion Lab later), but I'm much further along now than I was back then, so I'm also not sure I'd want to. I'd encourage anybody who is on the fence to attend, and try it out. If you want to grow and learn how to hit your potential, this is for you.”

“I can't wait. Before the Nashville EGA....I had joined ERT but was not living ERT. I know the Nashville EGA in 2022 really opened my eyes. It got a fire lit under me. I knew this was what I was waiting for to launch my career into the next level. Finally in Oct/Nov 2022 I got started with Catalyst and rest has been history. Sometimes experiences can make all the difference. The conversations between meetings, the spontaneous questions we could ask others and the relationships we develop can last a lifetime.”

Paavan

kotini

andy

bowman

“ERT has transformed my life for the better in the seven years I have been affiliated with them. I still recall the first ERT event I attended, which was the predecessor of the EGA. It was one tiny room with about twenty attendees. ERT had a handful of members, many have retired early, many have moved on. This is not a guarantee of 10x success, but it is the best thing I have seen in my 39 years in accounting and financial services. Look me up when you come to the event. I'll be glad to meet you and you will be glad you attended.”

FAQS

YOUR QUESTIONS ANSWERED

Who is this event for?

Growth minded Advisors and Accountants looking for insights on how to build a more powerful, resilient, and relevant business.

Do you allow same-day entrances/walk-ins?

Unfortunately, no. Due to health and safety reasons, we will only allow entrance to those who have registered.

Can I upgrade my tickets?

Yes! If you would like to upgrade your ticket(s), please email us at support@elitert.com and one of our representatives will assist you.

How do I get CPE Credits?

CPAs Earn 16 CPE Credits for Attending. Certificates will be issued after the event concludes.

What is the dress code?

We suggest business casual for the event. For the 10-Year Anniversary Gala we suggest more formal attire.

Can I bring a guest?

Of course, but they will need their own ticket as well. Only valid ticket holders will have access to the EGA and 10-Year Anniversary Gala.

How can I become a sponsor?

For more information about sponsoring the Elite Growth academy, please visit our sponsorship page here.

June 13-14th, 2024 | 8am - 5pm PST | Westin Gaslamp | San Diego, CA