Kitces.com
Upcoming
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Tuesday, May 5, 2026 · 12:00 PM PDTWithdrawal recommendations are a well-known aspect of retirement planning, but relying on the same default strategies can expose clients to unnecessary taxes, penalties, and missed planning opportunities. With a complex mix of standard rules and l... -
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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Tuesday, June 23, 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, 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, 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 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... -
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... -
Tuesday, March 3, 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 · 3:00 PM ESTAre you ready for the webinar?
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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?
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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?
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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...
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?
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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?
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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?
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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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