Attend Live Events with the Kitces Team and Industry Experts

Several major changes are expected under the Biden Tax Proposal, which will impact affluent clients in particular, as it eliminates the tax preference for capital gains and qualified dividends for higher-income households, along with the step-up in basis. Jeffrey Levine and Michael Kitces will answer member questions on the proposed changes and how to prepare for them.

To best serve clients in the decumulation phase, advisors must evaluate which risk factors and preferences to incorporate in the plan including age, retirement date, equity allocation, pension wealth, and rate environments. David M. Blanchett, will discuss how to create an efficient and uniquely designed decumulation portfolio for each client using the ‘total wealth’ perspective.

How can advisory firm owners create a natural feedback mechanism to understand whether their decisions are maximizing value? Join Michael Kitces , Brad Bueermann, CEO of FP Transitions and David DeVoe, Founder and CEO of DeVoe & Company as they share their expertise on how to get a handle on what an advisory firm business is really worth, as well as the latest trends in advisory firm valuations.

In order to help clients achieve the ultimate goal of a happy retirement, advisors must account for the psychological impact of generating income from retirement assets, as well as the physical and emotional considerations that affect retirement satisfaction. In our May webinar, Michael Finke, PhD, from The American College of Financial Services, discusses what actually makes people happy in retirement, as well as the planning considerations specific to individuals in retirement.

Despite devoting a lot of time and effort to establishing relationships with local “Centers of Influence” (COIs), such as attorneys and accountants, many advisors struggle to actually get referrals from them. Yet referrals from COIs in your target market generate more affluent prospects on average than any other advisor marketing strategy, according to a recent Kitces Research study. So, what can advisors do to generate referrals from their COI relationships? Join Michael Kitces and expert guests Brett Van Bortel and Jeffrey Levine as they share their expertise on what it takes to actually build relationships with COIs that produce results.

John Nersesian
Head of PIMCO Advisor Education

John will explain to advisors how they can determine a client’s main objectives regarding their stock options, restricted stock shares, and restricted stock options, and apply specific planning strategies to meet those objectives.

LIMITED SEATS AVAILABLE

Congress has just passed new legislation to provide relief to American people and businesses affected by the economic impact of Covid. Jeffrey Levine will discuss key new rules and provisions, as well as immediate planning strategies that can be implemented with clients.

Angie Herbers

Compensation is one of the most influential drivers of employee motivation, and is often used by employers as a way to guide their team’s behaviors. At our March edition of Kitces Office Hours, Michael Kitces and Angie Herbers will discuss the common mistakes that many financial advisory firms make in developing their compensation models for employee advisors, as well as the drivers behind compensation that actually do (and don’t) motivate employees.

Derek Tharp

Lead Researcher at Kitces.com

Monte Carlo analysis has become the dominant approach for financial advisors trying to project out and evaluate the viability of a client’s retirement plan. Yet in practice, today’s Monte Carlo software and associated outputs primarily just show whether a current path is viable, and do little to provide guidance about when and how a prospective retiree might need to make course changes to stay on track. Derek Tharp will discuss how to adapt the Monte Carlo analysis and make it more useful and tangible for clients trying to formulate an actual plan for retirement.

Dr. Brad Klontz, Psy.D., CFP
Your Mental Wealth Advisors

While financial advisors are taught how to analyze client situations and craft recommendations, there is remarkably little guidance in what to do when clients don’t actually follow those recommendations. Because in the end, helping clients actually change their behavior can be difficult, and the best way to push them forward – without offending them in the process – is not always clear.

Recording for Premier Members

Taylor Schulte

host of the Experiments in Advisor Marketing podcast

founder of Define Financial

During January Office Hours, Michael Kitces and Taylor Schulte, who wrote the Nerd's Eye View article 2 Ways I Improved My Advisor Website SEO (And How You Can, Too), discussed the do's and don'ts of building your own website as well as provided the best practices on how to create a site that generate prospects.

PREMIER MEMBER Recording

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