Kitces.com
Upcoming
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Tuesday, March 3, 2026 · 3:00 PM ESTRisk tolerance questionnaires are foundational tools in financial planning. They are meant to help bring clarity to portfolio decisions. Yet many advisors have experienced the same frustration: a client who seemed comfortable with risk when they c... -
Tuesday, March 17, 2026 · 3:00 PM EDTWe live in a digital world. Our entire life is becoming stored online in the cloud, but very few people understand or plan for what this means from an asset transfer, management, and ownership standpoint. What happens to your emails, passwords, ph... -
Tuesday, April 14, 2026 · 12:00 PM PDTENTER 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 t... -
Tuesday, April 21, 2026 · 3:00 PM EDTENTER 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 t... -
Tuesday, May 5, 2026 · 12:00 PM PDTENTER 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 t... -
Tuesday, May 19, 2026 · 12:00 PM PDTENTER 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 t... -
Tuesday, June 2, 2026 · 12:00 PM PDTENTER 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 t... -
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 plann...
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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 exp...
On-demand
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Tuesday, February 17, 2026 · 3:00 PM ESTAre you ready for the webinar?
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 webinar.host@bigmarker.com.
Che... -
Tuesday, February 17, 2026 · 10:00 AM CSTFulfill 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 exp...
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Tuesday, February 10, 2026 · 2:30 PM ESTKitces 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 screenshar...
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Tuesday, February 3, 2026 · 12:00 PM PSTAre you ready for the webinar?
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 webinar.host@bigmarker.com.
Ch... -
Tuesday, January 20, 2026 · 12:00 PM PSTAre you ready for the webinar?
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 webinar.host@bigmarker.com.
Che... -
Tuesday, January 6, 2026 · 12:00 PM PSTFinancial advisors understand the importance of having estate planning documents in place to efficiently distribute assets, reduce family conflict, and minimize the cost and delay of probate. Yet, when reviewing a client’s estate plan, simply conf...
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Tuesday, December 16, 2025 · 12:00 PM PSTAre you ready for the webinar?
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 webinar.host@bigmarker.com.
Che... -
Thursday, December 11, 2025 · 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 d... -
Thursday, December 11, 2025 · 12:00 PM ESTAt the Kitces Financial Value Summit, you’ll have a chance to see what successful advisors are doing to communicate their value to clients and prospects, with a unique behind the scenes look at real financial advisors' efforts to demonstrate their...
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Tuesday, December 2, 2025 · 12:00 PM PSTAll successful financial planning practices face the challenge of scaling their advice to serve more clients and making their businesses more profitable. However, making a practice more scalable while still providing excellent service to the clien...
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Monday, December 1, 2025 · 1:00 PM ESTAt the Kitces Financial Value Summit, you’ll have a chance to see what successful advisors are doing to communicate their value to clients and prospects, with a unique behind the scenes look at real financial advisors' efforts to demonstrate their...
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Wednesday, November 26, 2025 · 12:00 PM ESTAt the Kitces Financial Value Summit, you’ll have a chance to see what successful advisors are doing to communicate their value to clients and prospects, with a unique behind the scenes look at real financial advisors' efforts to demonstrate their...
Past
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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 screenshar...
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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 webinar.host@bigma... -
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 webinar.host@bigma... -
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 webinar.host@bigma... -
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 t... -
Monday, October 13, 2025 · 3:00 PM EDTAre 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 webinar.host@bigma... -
Monday, September 8, 2025 · 3:00 PM EDTAre 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 webinar.host@bigma... -
Thursday, August 21, 2025 · 10:30 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 exp...
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Monday, August 11, 2025 · 3:00 PM EDTAre 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 webinar.host@bigma... -
Thursday, May 8, 2025 · 5:30 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 plann...
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Monday, February 17, 2025 · 12:00 PM ESTENTER 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 t...
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