Kitces.com
Upcoming
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Friday, January 3, 2025 · 12:30 PM 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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Thursday, January 9, 2025 · 3:00 PM ESTGifting can be a major goal for a client’s life and legacy, but this process can often lead to unexpected tax liabilities and reporting obligations. Advisors can add immense value by helping clients avoid common pitfalls associated with gifting an... -
Tuesday, January 21, 2025 · 3:00 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... -
Tuesday, February 4, 2025 · 3:00 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... -
Tuesday, February 18, 2025 · 3:00 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... -
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Thursday, April 24, 2025 · 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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On-demandAt 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...
Past
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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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