Advancing Knowledge in Financial Planning

Start Here
Become Member
For Advicers
For Consumers
- Gen X/Y
- Retirees
Engage
- Speaking
- Consulting
Research
Resources
Contact
- Reach Out
- Media

Search Term:

Author:

Category:

Date:

Main Menu
Podcasts
Blog Categories

Connect With Me

Podcasts
Blog Categories
Search
Login

Search Term:

Author:

Category:

Date:

Submit a Conference

Open Update CE Modal

CE numbers not found!

CE numbers are required for Kitces to report your credits. Would you like to add your CE numbers now?

No, thank you.

Have a conference you think we should add to our Master Financial Advisor Conference List for 2022-2023? Great! Just fill out the form below to have your event considered!

Submit Your Conference

Your Name*
Your Email*
Conference Name*
Conference URL
Start Date*
MM slash DD slash YYYY
End Date*
MM slash DD slash YYYY
In-person or Virtual?
- In-person
- Virtual
City and State*
Most Expensive Ticket Price
Least Expensive Ticket Price
Early Bird Options
- My conference has early bird pricing
Early Bird Pricing End Date
MM slash DD slash YYYY
Early Bird Most Expensive Price
Early Bird Least Expensive Price
Content Focus
- Academic
- Advanced Financial Planning Education
- Behavioral Finance
- Estate Planning
- FinTech
- Generalist
- Investment
- Practice Management
- Retirement
- Risk/Insurance Planning
- Tax Planning
Other (Content Focus Not Listed):
Industry Channel
- CFPs
- Experienced Planners
- Independent BD
- RIA
- Wirehouse
Other (Industry Channel Not Listed):
Organization Type
- Association
- B/D
- Custodian
- Media/Publishing
- Private event/Private organizer
Other (Organization Type Not Listed)
Description of your conference
CE Hours Available
Anything else we should know about your conference?

Δ

Join over 51,881 fellow advisors now…

...& receive a free copy of our report:

Quantifying the Value of Financial Planning Advice

Your client gave you 62 pages of Wills and trusts?
What do you do next?
Learn how to review them quickly and identify potential issues and opportunities.

x

NEW KITCES RESEARCH STUDY ON ADVISOR PRODUCTIVITY

Please take a few minutes to participate in our latest study on how real financial planners actually do financial planning.

TAKE THE SURVEY

x

I write about financial planning strategies and practice management ideas, and have created several businesses to help people implement them.

For Consumers For Advisors

What Michael's Reading

Originals: How Non-Conformists Move the World

- Adam Grant

Michael's Full Book List

Popular Posts

The Extraordinary Upside Potential Of Sequence Of Return Risk In Retirement
Michael Kitces

February 20, 2019 4
Pivoting Quickly To A “Work From Home” Model: What Advisory Firms Need To Know
Matt Sonnen

March 23, 2020 2
How Do Financial Advisors Actually Spend Their Time And The Limitations Of Productivity?
Michael Kitces

March 18, 2019 10
10 Tips For New Financial Planners To Maximize Career Progression
Michael Kitces

November 19, 2012 33
Lessons Learned In Building A Successful Podcast After 100 Episodes
Michael Kitces

February 25, 2019 0
Ten Planning Conversations To Help Clients Now During the COVID-19 Pandemic
Jeff Levine

March 25, 2020 7

Nerd’s Eye View Praise

<img src="//www.kitces.com/wp-content/uploads/2015/12/logo-clientwise-180-75.png" alt="ClientWise">

“7 Financial Advisory Blogs that rock”

<img src="//www.kitces.com/wp-content/uploads/2015/12/logo-financialplanning-75.png" alt="Financial Planning">

“Top 10 Influential Blog for Financial Advisors”

<img src="//www.kitces.com/wp-content/uploads/2015/12/advicent_wordmark_75.png" alt="Advicent">

“#1 Favorite Financial Blog for Advisors”

<img src="//www.kitces.com/wp-content/uploads/2015/12/logo-financialsocial-751.png" alt="Financial Social Media">

“Best of the Best for Advisors”

<img src="//www.kitces.com/wp-content/uploads/2015/12/logo_riaz_75.png" alt="RIABiz">

“#1 of Top 10 Industry Blogs”

<img src="//www.kitces.com/wp-content/uploads/2015/12/logo-investmentnews-75.png" alt="Investment News">

“Power Tweeter”

Out And About

Sep
30

FPA Greater Indiana

Speaker: Jeffrey Levine

Location: Indianapolis, IN

Oct
3

Tri-State Philadelphia

Speaker: Michael Kitces

Location: Villanova, PA

Oct
6

FPA Northeast Florida

Speaker: Derek Tharp

Location: Jacksonville, FL

View Full Schedule

I write about financial planning strategies and practice management ideas, and have created several businesses to help people implement them.

For Consumers
For Advisors

Join over 51,881 fellow advisors now…

...& receive a free copy of our report:

Quantifying the Value of Financial Planning Advice

Nerd’s Eye View Praises

<img src="//www.kitces.com/wp-content/uploads/2015/12/logo-clientwise-180-75.png" alt="ClientWise">

“7 Financial Advisory Blogs that rock”

<img src="//www.kitces.com/wp-content/uploads/2015/12/logo-financialplanning-75.png" alt="Financial Planning">

“Top 10 Influential Blog for Financial Advisors”

<img src="//www.kitces.com/wp-content/uploads/2015/12/advicent_wordmark_75.png" alt="Advicent">

“#1 Favorite Financial Blog for Advisors”

<img src="//www.kitces.com/wp-content/uploads/2015/12/logo-financialsocial-751.png" alt="Financial Social Media">

“Best of the Best for Advisors”

<img src="//www.kitces.com/wp-content/uploads/2015/12/logo_riaz_75.png" alt="RIABiz">

“#1 of Top 10 Industry Blogs”

<img src="//www.kitces.com/wp-content/uploads/2015/12/logo-investmentnews-75.png" alt="Investment News">

“Power Tweeter”

Our Team
About Michael
Career Opportunities
Advicer Manifesto
Permissions / Reprints
Disclosures / Disclaimers
Privacy Policy
Terms of Use

Showcase YOUR Expertise

Submit Podcast Guest
Submit Guest Webinar
Submit Guest Post
Submit Summit Guest Presentation

Stay In Touch

Questions?

General Inquiries: [email protected]

Members Assistance: [email protected]

All Other Questions,
Or Reach Michael Directly:

Contact Michael

© 2022 Kitces.com. All Rights Reserved

This browser is no longer supported by Microsoft and may have performance, security, or missing functionality issues. For the best experience using Kitces.com we recommend using one of the following browsers.

Microsoft Edge
Mozilla Firefox
Google Chrome
Safari for Mac

JOIN 51,881 FELLOW FINANCIAL ADVICERS

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

To complete this Course purchase, you must log in to your Kitces.com account, or create a Reader account if you don't already have one.

Login to Kitces.com

Username or Email Address

Password

Remember Me

Forgot my password

Don't have an account?

Set up a free Reader Account to save articles and purchase courses.

NASAA Requirement

I confirm that I am registered under an RIA as an IAR in Maryland, Mississippi, or Vermont.

To complete this Course purchase, you must log in to your Kitces.com account, or create a Reader account if you don't already have one.

Login to Kitces.com

Username or Email Address

Password

Remember Me

Forgot my password

Don't have an account?

Set up a free Reader Account to save articles and purchase courses.

Log in to Kitces.com to complete the purchase of your Course

Username or Email Address

Password

Remember Me

Forgot my password

Join 51,881 fellow financial advicers 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

Finally...

Continuing education that actually teaches you something.

Practice management advice and tools relevant for your business.

Join 51,881 of your fellow financial

advicers 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 51,881 of your fellow financial

advicers 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!