Kitces.com
Upcoming
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Tuesday, January 21, 2025 · 3:00 PM ESTConcentrated stock exposure, whether from employee compensation, inheritances, or preference, can leave client portfolios vulnerable to outsized risk and limited flexibility. A market downturn or unforeseen financial need magnifies the dangers of ... -
Tuesday, February 4, 2025 · 3:00 PM ESTThe Tax Cuts and Jobs Act (TCJA) sunset has put a spotlight on estate planning for the past few years. However, after the Republican sweep in the 2024 election, estate planning may become lower on client priority lists. Although major impacts to e...
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Tuesday, February 18, 2025 · 3:00 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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Tuesday, April 1, 2025 · 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, April 15, 2025 · 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... -
Thursday, April 24, 2025 · 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... -
Thursday, August 28, 2025 · 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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Thursday, January 9, 2025 · 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... -
Friday, January 3, 2025 · 12:30 PM 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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On-demandAt 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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Recurring WebinarKitces 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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