Your clients trust you with their financial security – make sure you’re advising them with the best information available. The Personal Financial Planning Conference features a full day of instruction on key issues your clients are facing.
Our keynote speaker presenting two sessions is Michael E. Kitces, MSFS, MTAX, CFP®, CLU,ChFC, RHU, REBC, CASL.
More on our speaker, Michael Kitces:
Michael E. Kitces, MSFS, MTAX, CFP®, CLU, ChFC, RHU, REBC, CASL, is the Chief Financial Planning Nerd at Kitces.com, dedicated to advancing knowledge in financial planning and helping to make financial advisors better and more successful, and the Head of Planning Strategy at Buckingham Wealth Partners, an independent RIA with more than $50 billion of assets under management, that provides private wealth management to consumers and turnkey asset management platform services to advisors.
In addition, he is a co-founder of the XY Planning Network, AdvicePay, New Planner Recruiting, fpPathfinder, and FA BeanCounters, the former Practitioner Editor of the Journal of Financial Planning, the host of the Financial Advisor Success podcast, and the publisher of the popular financial planning continuing education blog Nerd’s Eye View.
Looking for more insight? Join us for the Personal Financial Planning Conference Series!
The Pros and Cons of Revocable Living Trust (8:30am) with Maurice Offit, Principal, Offit Kurman, P.A.
Strategies for Managing Sequence of Return Risk in Retirement (9:30am) with Michael Kitces.
Advanced Roth Conversion Planning (10:30am) with Michael Kitces.
How to Evaluate Your Care Options (11:30am) with Ellen Platt.
Estate Planning Update – 2020 Selected Topics (1:00pm) with Kevin Bress.
How to Select Product – Features to meet various needs for LTC (2:00pm) with Tim Kelly.
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