February 2, 2021 @ 03:00 PM
9 Proven Techniques To Help Clients Change with Dr. Brad Klontz, CFP
More information coming soon!
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Advancing Knowledge in Financial Planning
Attend Live Events with the Kitces Team and Industry Experts
Kitces Monthly Webinars
Each month, we host live webinars on a range of advanced financial planning topics and late-breaking news. Our webinars go beyond simple PowerPoint and include custom workbooks, activities, graphics, and animations to make the information both engaging and instructive. Webinar registration is free for Premium Members.
Office Hours for Premier Members
Our commitment to delivering relevant information to our advisor community begins by asking what our Members want to know. Every month, Michael invites an industry expert to host Members-only Office hours with him, where the conversation is guided by what our Premier Members ask and vote on, from questions on the latest news to challenges and opportunities they’re facing in their practice.
Save the Date for Upcoming Office Hours
March 12, 2021 @ 03:30 PM
Structuring Advisor Team Compensation with Angie Herbers
More information coming soon!
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The Perks of a Kitces Premier Membership
While the Nerd’s Eye View blog is free to all, the Kitces.com Members Section includes additional exclusive content available only to members, including white papers, webinars, and unique member resources. If you want to go deeper and get the best educational content in the financial planning industry to be more successful, you will love a Kitces.com Premier membership which includes:Â
- No-fee registration to all Webinars; Normally $49 a Webinar
- On-demand access to our Webinar archivesÂ
- Direct access to Michael during his Monthly Office HoursÂ
- Up to 100 hours of CE creditÂ
In Case You Missed It
We know how busy your schedule can get. That's why we have made our past webinars available for on-demand viewing in the Member Section.
Past Webinars
January 15, 2021
Advisor Website Makeover with Taylor Schulte
Join us in January for Office Hours where Michael Kitces and expert guest Taylor Schulte, host of the Experiments in Advisor Marketing podcast and founder of Define Financial, will review website examples shared by real advisors and discuss best practices in how to generate prospects from your advisor website.
In this Office Hours session, the experts will also discuss:
- How to win trust by creating a prospect-friendly advisor website experience
- How to tailor your website for your target market
- How to find talented website developers for hire
- And anything else you want to know about advisor websites!
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January 5, 2021
No Portfolio is an Island: Optimal Accumulation Portfolios
How does one build an appropriate portfolio for accumulation-stage investors? What assets should be considered for an accumulator’s entire portfolio?
Expert guest David M. Blanchett, PhD, CFA, CFP®, will discuss how financial planners should consider traditional investments alongside human capital, housing, and pension assets. Furthermore, David will discuss the risk of each of these assets and how they should be considered with the overall goal of being able to build an efficient, diversified portfolio.
At this Kitces Monthly Webinar, advisors will learn:
- How to build appropriate portfolios for investors in the accumulation stage of their lifetime
- Which assets should be considered in an accumulator’s portfolio, more than just the financial assets
- What contributes, and doesn’t contribute, to the riskiness of human capital, housing assets and pension assets
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December 29, 2020
Coronavirus Stimulus Legislation: What Advisors Should Know About the Latest Stimulus Bill
As the COVID-19 pandemic continues to reshape everyday life, the need for additional financial assistance to the American people and businesses was fulfilled through the recent passing of the Consolidated Appropriations Act, 2021. In this webinar, Jeffrey Levine, CPA/PFS, CFP®, AIF®, CWS®, MSA, Lead Financial Planning Nerd for Kitces.com, will walk through the details of the new coronavirus stimulus legislation, key new rules and provisions that advisors should be aware of, immediate planning strategies that can be implemented with clients given the new rules and additional planning opportunities that may be available going forward.
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