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“Ask Me Anything” with Michael Kitces
Course Information
Content Level:  Intermediate
NAPFA Subject Area: K - Marketing and Practice Management
Course Description

This Genesis webinar is sponsored by LLIS, the exclusive sponsor of NAPFA Genesis.

Back again, by popular demand! Join Michael Kitces, MSFS, MTAX, CFP®, CLU, ChFC, RHU, REBC, CASL, one of the brightest minds and most prolific thought leaders in financial planning, as he answers your questions. The author of The Kitces Report and “Nerd’s Eye View” blog will address your concerns on all things financial planning. Post your questions before the session in the NAPFA Genesis community in Engage, or ask them live!

Learning Objectives
  1. Learn about coaching clients through the current economic turmoil.
  2. Understand the state of the financial planning profession.
  3. Learn how young planners can best set themselves up for success.
Speaker
Michael E. Kitces, MSFS, MTAX, CFP®, CLU, ChFC, RHU, REBC, CASL

Michael Kitces is the chief financial planning nerd at Kitces.com. He is dedicated to advancing knowledge in financial planning and helping to make financial advisors better and more successful. Kitces is also head of planning strategy at Buckingham Wealth Partners, an independent RIA with more than $50 billion of assets under management, which 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.

Summary
Availability: Registration Required
Access expires on 07/19/2024
Location: Online Meeting
Date / Time: Jul 17, 2024 2:00 PM - 3:00 PM CST
Cost: Member: $39.00
Non-Member: $59.00
Credit Offered:
1 NAPFA CE Credit
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