Kitces.com

Advancing Knowledge in Financial Planning

  • Member Login
  • Search
  • Close Search
    • Connect With Me
    Nerds Eye View

    United Capital Q1 Webinar 2015 – Presentation Handout Materials & Supporting Information

    Thanks so much for coming to my presentation for the FPA Central Florida 2015 Symposium!

    Presentation Materials

    Click the links/images below to download a copy of the presentation materials:

    Generating Tax Alpha With Effective Asset Location - United Capital Webinar - Apr 13 2015 - Handouts

    Further Reading/Materials

    Asset Location: The New Wealth Management Value – Add For Optimal Portfolio Design?

    The Emerging Next Generation of Variable Annuities – An Asset Location Tool?

    January/February 2014 Newsletter – Exploring the Benefits of Asset Location

    March/April 2014 Newsletter – Advanced Asset Location Strategies

    Join 41,457 of your fellow financial advisors and get all

    our latest research delivered to your inbox 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!

    Michael Kitces Nerd Icon Nerd's Eye View

    Questions?

    General Inquiries: Questions@Kitces.com

    Members Assistance: Members@Kitces.com

    All Other Questions,
    Or Reach Michael Directly:

    Contact Michael

    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