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About This Webinar

More infomation to come on topic and description

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 the downloadable calendar invite for the webinar.

Continuing Education (CE): 1.5 Credits
For attendees who want to receive CE credit for designations managed by the CFP Board, IWI, and American College, we will report your attendance directly to these organizations within 72 hours as long as you enter your certification numbers during registration and attend the live session for at least 75 minutes.

For attendees who want to receive CE credit as an Investment Adviser Representative (IAR), we will report your attendance directly to FINRA within 72 hours as long as you enter your certification numbers during registration and attend the live session for at least 75 minutes. Additionally, Kitces Members must have purchased the IAR Add-on to have their CE reported to FINRA as an IAR.

NASAA does not endorse any particular provider of CE courses. The content of the course and any views expressed are my/our own and do not necessarily reflect the views of NASAA or any of its member jurisdictions

For attendees who want to receive CE credit as a Certified Public Accountant (CPA), you must attend the live session for at least 75 minutes and complete all polls presented at the live event. A certificate will be provided to you for self-reporting to NASBA.

All attendees who meet the minimum attendance requirement of 75 minutes will also receive a completion certificate that you can use to report CE to other organizations. We don't report for state-level insurance licensing although some states may accept completion certificates if you self-report.

Recordings:
Non-Members: Those who are NOT Kitces.com Members will have access to the recording for 30 days. Though continuing education is available for the live session, the recording is not CE eligible. 

Kitces.com Basic & Premier Members: The video presentation and a recording of the live Q&A will be available on the Webinars page in the Members Section. Note: If you were not able to attend the live session for the full 50 minutes, successful completion of a quiz will be required in order to receive CE for viewing the RECORDED VERSION posted to the Members Section.

When: Tuesday, September 15, 2026 · 3:00 p.m. · Eastern Time (US & Canada)
Duration: 1 hour 30 minutes
Language: English
Who can attend? Everyone
Ticket Price: $49.00
Dial-in available? (listen only): Yes
Dial-in Number: This is a premium Webinar. Please log in or register for this Webinar to view the dial-in info.
Featured Presenters
Webinar hosting presenter
Founder, Nersesian Wealth Education, LLC
Mr. Nersesian is founder of The NWE Advisor Academy providing advanced wealth management and investment consulting education to financial professionals. Prior roles include head of advisor education at PIMCO, senior managing director of wealth management services for Nuveen Investments, and first vice president at Merrill Lynch Private Client Group. He served as a board member of the Investments and Wealth Institute (IWI, formerly IMCA) from 2006–2017 and is a faculty member for the IWI Certified Private Wealth Advisor (CPWA) and Certified Investment Management Analyst (CIMA) education programs held at Yale University and The University of Chicago.
John has over 40 years of investment and financial services experience and is a frequent contributor to Barrons, MarketWatch, and other media outlets. He holds an undergraduate degree in business and economics from Lehigh University
He resides in Chicago IL and Naples FL and can be reached at johnanersesian@gmail.com