FPA of Central CA is excited to announce our 2026 Keynote speaker!

Steven Jarvis, Founder & CEO of Retirement Tax Services

As seen on Michael Kitces

Wednesday, September 23rd: 11:30 am to 2:00 pm 

at: Fort Washington Country Club

Topic: The Tax Planning Your Clients Actually Care About

Pending:

2 CE Credits

Ticket Prices: 

For Members: Early bird pricing $45 per person till 8/7

$55 per person from 8/8 - 9/16 deadline

For Non-Members: Early bird pricing $55 per person till 8/7

$65 per person from 8/8 - 9/16 deadline

Steven Jarvis, CPA, is transforming the way financial advisors think about taxes, and the results speak for themselves. As the Founder and CEO of Retirement Tax Services (RTS), Steven partners with hundreds of financial advisors and their clients to help them stop tipping the IRS and start delivering massive, measurable value through proactive tax planning.
With nearly 15 years of experience as a CPA, Steven has been featured in publications including US News, Kitces.com, Advisor Perspectives, and served as an adjunct professor at Whitworth University in his hometown of Spokane, WA.
Through the Retirement Tax Services Podcast, countless speaking engagements at top industry conferences, and advisor-focused training, Steven has become one of the most recognized voices in the profession, helping advisors bridge the gap between tax and financial planning while staying fully compliant.
Whether he’s on stage, behind the mic, or in the trenches with advisors, Steven’s message is clear: great advisors don’t just plan investments, they plan taxes. And that’s how you truly transform your clients’ financial future.