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Wealth Management EDGE
June 8 - 10, 2027
The Boca Raton ResortBoca Raton, FL

Michael Kitces
Chief Financial Planning Nerd at Kitces.com
Speaker

Profile

Michael Kitces is the Chief Financial Planning Nerd at Kitces.com,dedicated to advancing knowledge in financial planning andhelping to make financial advisors better and more successful.
In addition, he is the Head of Planning Strategy at Focus PartnersWealth, the co-founder of the XY Planning Network, AdvicePay,New Planner Recruiting, fpPathfinder, and FA BeanCounters, theformer Practitioner Editor of the Journal of Financial Planning, thehost of the Financial Advisor Success podcast, and the publisher ofthe popular financial planning industry blog Nerd’s Eye View.
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.

Agenda Sessions

  • Hot Ones: Michael Kitces & Jason Pereira

    9:30am
  • Ask Me Anything with Michael Kitces

    10:55am