Kitces 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 screenshare, and showing it.
The next Kitces Summit on April 25, 2024 will showcase advisors who are demonstrating the value of financial planning in unique and successful ways.
As a Summit Guest Presenter, you’ll receive:
- Payment of $2,000 for a 30-minute demonstration
- Exclusive Kitces Advicer Box of (blue) goodies
- 60-minute virtual private lunch with your fellow guest presenters, and co-hosts Michael Kitces and Taylor Schulte
- Complimentary pass to the next Kitces Summit
- A platform from which you can share your ideas, give back to the advicer community, and make new connections
Join us for this informational session where you can get your questions answered, and learn how to submit your idea!
In addition, he is a co-founder of XY Planning Network, AdvicePay, New Planner Recruiting, fpPathfinder, and FA BeanCounters, the former Practitioner Editor of the Financial Advisor Success podcast, and the publisher of the popular financial planning industry blog Nerd’s Eye View through his website Kitces.com, dedicated to advancing knowledge in financial planning. In 2010, Michael was recognized with one of the FPA’s “Heart of Financial Planning” awards for his dedication and work in advancing the profession.
