November 16–18, 2026 · Scottsdale, Arizona
Annual Asset Protection
Council Forum
Build and protect the life your wealth makes possible.
A bigger conversation about wealth
You’ve built success.
What comes next?
You’ve worked hard to build your business, your career, and your wealth. The next question is what you want it all to make possible.
Join APC clients and affiliates for a forum that connects a fresh perspective on money with the practical tools to protect and put your wealth to work for the life you choose.
For clients, this is an opportunity to step back, examine your priorities, and better understand the planning tools available to you.
For affiliates, it is a chance to deepen your perspective, connect with fellow professionals, and bring a more complete approach to the clients you serve.
Bring a spouse, partner, or business partner and make the conversation a shared one. Your $995 registration includes you and one guest at no additional registration charge.
The forum experience
Perspective. Practical tools.
A plan for what comes next.
or Saturday · November 14
Arrive early & enjoy a round of golf
Make a weekend of it with optional early arrival on Friday or Saturday and a round of golf at the Westin before the forum.
Evening
Arrive & connect
Settle into Scottsdale and join an informal cocktail gathering to meet fellow clients, affiliates, and speakers before the forum begins.
Day one
The mind of money
Challenge familiar assumptions about money and success. Explore the goals you pursue, the standards you live by, and what you want your wealth to make possible for your business, your family, and your life.
Day two
The tools to move forward
Explore the technical side with sessions covering tax strategy, asset protection, Swiss banking, and AI. Connect the tools and ideas to the priorities you identified on day one.
Evening
Dinner & fellowship at Lady Horse Ranch
Enjoy a fantastic meal, an open bar, and an evening of socializing and celebrating with fellow attendees and friends at Lady Horse Ranch. Buses will be provided.
Final half-day
Bring it together
Turn the conversations and practical insights into next steps for your own planning and professional relationships.
Detailed session times will be announced.
Learn from the people doing the work
Featured speakers
Douglass Lodmell
Lodmell & Lodmell
Tom Wheelwright
Tax strategy
Ike Devji
Asset protection
Brian Bradley
Asset protection
Kim Lochridge
Engineered Tax Services
Valerie Garcia
Associate Attorney · Lodmell & Lodmell
Dustin Nichols
Asset protection
Your Scottsdale destination
The Westin Kierland
Resort & Spa
Gather in Scottsdale for focused conversation, time with peers, and a fresh perspective away from your daily routine.
Optional early arrival: Friday, November 13, or Saturday, November 14, for a round of golf at the Westin.
Join the informal cocktail gathering on Sunday, November 15, then attend the forum November 16–18.
We have arranged accommodations for attendees at The Westin Kierland Resort & Spa. Use the attendee booking link to reserve your room. Hotel reservations are separate from forum registration.
Join us in Scottsdale
Make room for your next chapter.
November 16–18, 2026
The Westin Kierland Resort & Spa