Kitces.com
Upcoming
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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 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... -
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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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... -
Tuesday, December 16, 2025 · 12:00 PM PSTGetting clients to engage in end-of-life planning can be challenging. When faced with conversations about mortality, many instinctively distract, delay, or deny their way to avoidance. Yet, financial planners know that thoughtful end-of-life plann...
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Tuesday, January 6, 2026 · 11:45 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, January 12, 2026 · 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... -
Tuesday, January 20, 2026 · 11:45 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... -
Tuesday, February 3, 2026 · 11:45 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... -
Tuesday, February 17, 2026 · 11:45 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... -
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...
On-demand
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Tuesday, November 18, 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... -
Tuesday, November 4, 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.
Ch... -
Thursday, October 30, 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...
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Tuesday, October 21, 2025 · 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, October 14, 2025 · 10:00 AM PDTFulfill 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, October 7, 2025 · 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.
Ch... -
Tuesday, September 16, 2025 · 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.
Che... -
Tuesday, September 2, 2025 · 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... -
Friday, August 29, 2025 · 12:00 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 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...
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Tuesday, August 19, 2025 · 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.
Che... -
Tuesday, August 19, 2025 · 1:00 PM EDTIn this webinar, industry consultant, advisor researcher, and serial B2B entrepreneur Michael Kitces will share perspective and commentary on the results of the latest Kitces Research.
Accessing the webinar:
You can find your custom link by acces...
Past
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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... -
Thursday, January 30, 2025 · 4:00 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... -
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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