Kitces.com
Upcoming
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Tuesday, June 2, 2026 · 12:00 PM PDTAs AI takes on more of the technical work in financial advising, the defining advantage shifts to advisors who can do what technology cannot: act as a guide. While the "mechanic" role, such as managing investments, insurance, and accounting, is in... -
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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Monday, June 8, 2026 · 3:00 PM EDTThis event is exclusively for members of the DFP Community hosted by Kitces. If you have questions, please email dfp@kitces.com. -
Tuesday, June 23, 2026 · 12:00 PM PDTTransitioning from making and saving money to spending one’s life savings is a vulnerable period for clients that often centers on a major underlying goal: ensuring the assets last through the remainder of their lives. Researchers and practitioner...
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Tuesday, July 7, 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, July 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, August 4, 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, August 18, 2026 · 12:00 AM 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, 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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On-demandAt 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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Tuesday, May 19, 2026 · 12:00 PM PDTNew planning strategies often create confusion for both advisors and clients, especially when complex rules, unfamiliar terminology, and political branding create barriers to clear communication and objective analysis. With the introduction of Sec...
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Tuesday, May 19, 2026 · 2:00 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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Tuesday, May 5, 2026 · 12:00 PM PDTAre 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, April 21, 2026 · 12:00 PM PDTAre 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, April 14, 2026 · 11:00 AM 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... -
Monday, April 13, 2026 · 3:00 PM EDTThis event is exclusively for members of the DFP Community hosted by Kitces. If you have questions, please email dfp@kitces.com.
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Tuesday, April 7, 2026 · 12:00 PM PDTAs the landscape of college funding continues to evolve, financial advisors must adapt to a new set of rules shaped by regulatory changes, shifting student loan dynamics, and the growing influence of AI in higher education. What was once a relativ...
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Tuesday, March 17, 2026 · 3:00 PM EDTAre 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...
Past
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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 plann...
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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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