Wealth Management EDGE - Day 2Wednesday, 10 June 2026 - US Eastern

Key focus areas:

• Key macro trends we have seen in 2026
• A look at prevalent risks, extending beyond just concentration
• Cross-asset correlations and their portfolio implications
• Portfolio positioning considerations in light of our current views

BROUGHT BACK BY POPULAR DEMAND! Can they take the heat? Join Michael Kitces and Jason Pereira as they discuss progressively hotter topics while eating progressively hotter wings. This session, modelled after the interview show "Hot Takes" will feature two industry experts throwing down their hot takes on the wealth management industry while throwing back hotter and hotter wings. Join them as they drop knowledge, laughter, and possibly tears in this cross-border clash of the Titans and discover who can take the heat.

Discover why the “permanent” extension of the 2017 tax cuts under the One Big Beautiful Bill Act is almost certainly temporary, and why today’s historically low tax rates may represent the shortest, most valuable planning window in modern history. This presentation gives financial advisors a clear, actionable framework for helping clients shift assets from tax-deferred to tax-free before tax rates rise again. Learn how Roth conversions, Roth accounts, properly structured life insurance and annuities can create resilient, tax-free income streams and position clients in the zero percent tax bracket, where they’re effectively shielded from the impact of future higher taxes.

• Why the OBBBA’s “permanent” extension of the 2017 tax cuts is almost guaranteed to be short-lived

• How to help clients capitalize on today’s narrow window of historically low tax rates

• Why tax-deferred retirement accounts are more dangerous than ever

• How to build a tax-free retirement plan using Roth conversions, Roth accounts, life insurance, and guaranteed lifetime income

• How to guide clients to the zero percent tax bracket, where they’re shielded from future tax increases