Featured Speaker: Ed Slott, CPA – Retirement Planning in a Changing Tax World

Are you confident your clients’ retirement strategies are keeping up with changing tax laws? Retirement tax planning is becoming increasingly complex, and the decisions your clients make today can affect their financial futures for years to come. Hear from nationally recognized IRA expert Ed Slott at Tucker Super Conference 2027 and gain valuable perspective on the tax considerations every retirement-focused financial professional should understand.

Technology & The Modern Advisor

Is your technology helping you grow your practice, or just giving you more work? Disconnected systems, inefficient processes, and outdated tools can take valuable time away from serving clients. Explore how technology can help streamline operations and create a more efficient, competitive financial practice.

The Next Generation

How many potential appointments are you missing by not talking about estate planning? Your existing clients may have planning needs that haven’t been addressed. Discover how estate planning conversations can create opportunities for new appointments while helping you build deeper, more meaningful client relationships.

Estate Planning As Growth Strategy

Would your practice recognize a cyberattack before it was too late? One compromised account or fraudulent request can put sensitive client information and years of trust at risk. Explore the cybersecurity threats facing financial professionals and the role you play in protecting your clients and your business.

The Last Line of Defense

Would your practice recognize a cyberattack before it was too late? One compromised account or fraudulent request can put sensitive client information and years of trust at risk. Explore the cybersecurity threats facing financial professionals and the role you play in protecting your clients and your business.

Turn Your Marketing Data Into Growth

You’re spending money on marketing. But do you actually know what’s generating appointments? Leads and clicks don’t necessarily translate into business. Explore how tracking marketing performance and understanding your return on

Built For Success

What’s keeping your practice from reaching the next level? Sometimes the most valuable business insights come from someone who’s already achieved the success you’re working toward. Hear directly from a top-producing financial professional about the approaches and decisions that helped shape their business.

Your Brand. Powered by Tucker

Are you losing potential clients because your marketing doesn’t reflect the quality of your practice? Your expertise deserves a brand that represents it. Discover how Tucker’s in-house marketing team helps financial professionals strengthen their market presence with professional branding and personalized marketing support, allowing you to focus more attention on serving clients and growing your business.

The New Playbook For Prospecting

Are you working harder to find new clients but getting fewer appointments? The prospecting methods that worked five years ago may not deliver the same results today. Explore evolving approaches to client acquisition and discover opportunities to connect with prospects in ways that reflect how consumers make financial decisions.

Live Client Seminar

Are you filling seats at seminars but struggling to turn attendees into appointments? A full seminar room doesn’t necessarily mean a full appointment calendar. Explore how a more intentional approach to live client seminars can help you connect with qualified prospects and create meaningful follow-up opportunities.

The Life Insurance Opportunity

Are you filling seats at seminars but struggling to turn attendees into appointments? A full seminar room doesn’t necessarily mean a full appointment calendar. Explore how a more intentional approach to live client seminars can help you connect with qualified prospects and create meaningful follow-up opportunities.

Virtual Client Acquisition

Are you filling seats at seminars but struggling to turn attendees into appointments? A full seminar room doesn’t necessarily mean a full appointment calendar. Explore how a more intentional approach to live client seminars can help you connect with qualified prospects and create meaningful follow-up opportunities.

The Economy & Markets: What’s Ahead

When clients ask what’s coming next for the economy, how confident are you in your answer? Market volatility and economic uncertainty can lead to difficult client conversations. Hear from a leading economist about the forces shaping today’s markets and gain perspective on the developments that may influence financial decisions in the year ahead.

The Complete Planning Conversation

Are you losing opportunities because you can’t address all of your clients’ financial needs? Your clients’ financial lives don’t fit neatly into one product or strategy. Discover how Tucker’s integrated approach to wealth management, annuities, and life insurance can help you deliver more comprehensive planning with dedicated teams and support behind your practice.

AI: Changing the Way We Work

How much time are you losing on tasks that AI could help you handle? Administrative demands can consume hours that could be spent
with clients or developing new business. Explore the potential of AI to improve efficiency, simplify everyday workflows, and change how
financial professionals manage their practices.

Economic Trends That Matter

Are you losing opportunities because you can’t address all of your clients’ financial needs? Your clients’ financial lives don’t fit neatly into one product or strategy. Discover how Tucker’s integrated approach to wealth management, annuities, and life insurance can help you deliver more comprehensive planning with dedicated teams and support behind your practice.

Understanding Investor Behavior

The presentation delivers actionable strategies to help advisors counter these behavioral patterns and guide clients toward rational, long-term wealth accumulation.