Connect With Me

Master List Of Financial Advisor Conferences For 2020-2021

FPA of Orange County Annual Symposium

February 12 | 
Irvine, CA | 

FPA of Orange County's Annual Symposium is an excellent opportunity for education and networking with other financial professionals in Orange County - and this year Michael Kitces will be there to speak. FPA events are for financial professionals from all areas and designations.

Price: TBD
Content Focus: General Planning, Practice Management
Channel: Bank Trust, CFPs, Independent BD, Insurance, RIA, Wirehouse
Organizer: Association
Michael Kitces
Speaker:
Michael Kitces
Topic:

*SECURE Act
*Trusts as Beneficiaries of IRAs

Back to All Conferences

Finally...

Continuing education that actually teaches you something.

 

Practice management advice and tools relevant for your business.​

Join 41,457 of your fellow financial

advisors getting the latest Nerd's Eye View blog

content as it's released.

 

Sign up now and get a free sample issue of The Kitces Report on "Quantifying the Value of Financial Planning Advice" as well!​

 

Finally...

Continuing education that actually teaches you something.

 

Practice management advice and tools relevant for your business.​

Join 41,457 of your fellow financial

advisors getting the latest Nerd's Eye View blog

content as it's released.

 

Sign up now and get a free sample issue of The Kitces Report on "Quantifying the Value of Financial Planning Advice" as well!​

 

Join 41,457 fellow financial advisors getting our latest research as it's released, and receive a free copy of The Kitces Report on "Quantifying the Value of Financial Planning Advice"!

X

Want to know how to explain what your advice is worth?

Get popular report "Quantifying the Value of Financial Planning Advice"!

X

Join 41,457 fellow financial advisors getting our latest research as it's released, and receive a free copy of The Kitces Report on "Quantifying the Value of Financial Planning Advice"!

X

JOIN 41,457 FELLOW FINANCIAL ADVISORS

RECEIVING OUR LATEST RESEARCH AS IT IS RELEASED!

Sign up now & receive a free copy of The Kitces Report: Quantifying the Value of Financial Planning Advice

 

Your email address will be used solely for Kitces.com updates and NEVER sold or shared with anyone!

JOIN 41,457 FELLOW FINANCIAL ADVISORS

RECEIVING OUR LATEST RESEARCH AS IT IS RELEASED!

Sign up now & receive a free copy of The Kitces Report: Quantifying the Value of Financial Planning Advice

 

100% privacy. At Kitces.com, advisors come first. 

JOIN 41,457 FELLOW FINANCIAL ADVISORS

RECEIVING OUR LATEST RESEARCH AS IT IS RELEASED!

Sign up now & receive a free copy of The Kitces Report: Quantifying the Value of Financial Planning Advice