Kitces.com
Upcoming
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Tuesday, November 17, 2026 · 3:00 PM ESTJeff Levine, CPA/PFS, CFP®, and Lead Financial Planning Nerd at Kitces.com, will explore a wide range of year-end planning opportunities and pitfalls for advisors and their clients, along with key considerations as we head into 2027.
While some... -
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Tuesday, December 1, 2026 · 3:00 PM ESTEffective tax planning requires more than minimizing a client’s tax liability this year. For financial advisors serving affluent clients, the greatest opportunities often come from anticipating how today’s tax decisions will affect retirement... -
Thursday, December 10, 2026 · 4:00 PM ESTJoin a Connect Group at the Kitces Community Conversation event! Unpack everything you learned at the Summit, make a connection, and enjoy an agenda designed by YOU!
AGENDA:
1. Welcome by the Kitces Team
2. Meet your Connect Group and choose a... -
Tuesday, December 15, 2026 · 3:00 PM ESTPicture this: a client is so excited to retire. They have saved and planned and are ready to move into this next chapter of their life, but there is one question they are still unclear about: “How do I actually get the money from my retirement... -
Tuesday, January 5, 2027 · 4:00 PM ESTAccessing the webinar:
You can find your custom link by accessing the email confirmations that have been sent to you via email from webinar.host@bigmarker.com. You can also find your individual sign-on link within the downloadable calendar invite... -
Tuesday, January 19, 2027 · 3:00 PM ESTAccessing the webinar:
You can find your custom link by accessing the email confirmations that have been sent to you via email from webinar.host@bigmarker.com. You can also find your individual sign-on link within the downloadable calendar invite...
On-demand
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Thursday, November 5, 2026 · 3:00 PM ESTIncentive stock options (ISOs) can offer employees significant wealth-building opportunities, but navigating their tax implications, exercise strategies, and associated risks requires careful financial planning. In this webinar, Daniel Zajac... -
Tuesday, October 20, 2026 · 3:00 PM EDTA well-designed Roth strategy can still fail at the operational level, and the damage often surfaces years later in a Form 1099-R, a Form 5498, or an IRS notice. Picking up where the Roth conversion decision leaves off, Denise Appleby walks...
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Tuesday, October 6, 2026 · 3:00 PM EDTThe rapidly expanding ETF marketplace gives financial advisors more ways than ever to customize client portfolios, but the proliferation of strategies also makes it increasingly difficult to determine which products provide meaningful client value...
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Tuesday, September 15, 2026 · 3:00 PM EDTConcentrated stock positions can expose clients to significant portfolio risk while creating complex tax and liquidity issues. However, addressing these concerns can be challenging when tax implications, behavioral biases, and emotional...
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Tuesday, September 1, 2026 · 3:00 PM EDTMedicare Open Enrollment is on the horizon, and so is a flood of TV commercials informing clients about their best Medicare Advantage options. However, Medicare Advantage commercials do not inform clients about all of their Medicare options or key...
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Thursday, August 27, 2026 · 11:00 AM EDTFulfill 6 hours of IAR CE – while also earning 6 hours of CE for CFP, CIMA, CPWA, American College, CPA, and other advisor designations at this Kitces IAR CE Day. This event will be delivered virtually by some of the most engaging and relevant...
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Monday, August 24, 2026 · 2:00 PM EDTPlease scroll down this page to download the presentation for this recording.
Kitces Summits are a place where financial advicers can learn, not from consultants or vendors selling services, but from fellow financial advisors who simply share... -
Thursday, August 20, 2026 · 3:00 PM EDTIn this webinar, industry consultant, advisor researcher, and serial B2B entrepreneur Michael Kitces will share perspective and commentary on the results of the latest Kitces Research.
Accessing the webinar:
You can find your custom link by... -
Tuesday, August 18, 2026 · 3:00 PM EDTA core concept of tax planning is to pay taxes at the lowest rates. But what will your clients’ tax rates be when they need to access their retirement funds? That unknown is a major risk for many retirees, but it is a risk that a Roth IRA...
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Tuesday, August 4, 2026 · 3:00 PM EDTAccessing the webinar:
You can find your custom link by accessing the email confirmations that have been sent to you via email from webinar.host@bigmarker.com. You can also find your individual sign-on link within the downloadable calendar invite... -
Tuesday, July 21, 2026 · 3:00 PM EDTCreating a stable income from retirement savings can be counterintuitive, as advisors must ensure income stability while navigating market volatility and sequence-of-returns risk, which can significantly impact a client’s portfolio and increase...
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Past
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Tuesday, July 28, 2026 · 2:10 PM EDTFulfill 6 hours of IAR CE – while also earning 6 hours of CE for CFP, CIMA, CPWA, American College, CPA, and other advisor designations at this Kitces IAR CE Day. This event will be delivered virtually by some of the most engaging and relevant...
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Thursday, June 4, 2026 · 12:00 PM EDTAt the Kitces Marketing Summit, you’ll have a chance to see what successful advisor marketing looks like, with a unique behind the scenes look at real financial advisors' efforts to demonstrate their value in their marketing, their financial...
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Wednesday, May 13, 2026 · 9:00 AM PDTAt the Kitces Marketing Summit, you’ll have a chance to see what successful advisor marketing looks like, with a unique behind the scenes look at real financial advisors' efforts to demonstrate their value in their marketing, their financial...
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Tuesday, February 10, 2026 · 10:00 AM CSTKitces Summits are a place where financial advicers can learn, not from consultants or vendors selling services, but from fellow financial advisors who simply share what they do that actually works in practice. By literally turning on a...
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Friday, January 16, 2026 · 12:00 PM ESTAre you ready for the Gathering?
Ensure you have your individual sign-on link handy.
Check your email: You can find your custom link by accessing the email confirmations that have been sent to you via email from... -
Monday, December 8, 2025 · 3:00 PM ESTAre you ready for the Gathering?
Ensure you have your individual sign-on link handy.
Check your email: You can find your custom link by accessing the email confirmations that have been sent to you via email from... -
Monday, November 10, 2025 · 3:00 PM ESTAre you ready for the Gathering?
Ensure you have your individual sign-on link handy.
Check your email: You can find your custom link by accessing the email confirmations that have been sent to you via email from... -
Thursday, November 6, 2025 · 10:35 AM PSTENTER WEBINAR DESCRIPTION HERE
Accessing the webinar:
You can find your custom link by accessing the email confirmations that have been sent to you via email from webinar.host@bigmarker.com. You can also find your individual sign-on link within...
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