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About
Join 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 discussion point:
o Discuss a blocking point you’re currently experiencing and ask for potential solutions
o Discuss a strategy that is working for you and share how you’re doing it
o Discuss a new idea that inspires you and brainstorm ways to get started

3. Closing remarks by Michael Kitces
When?
Thursday, December 11, 2025 · 4:00 p.m.
Eastern Time (US & Canada)
Duration: 1 hour 15 minutes
Price
Free
Language
English
Who can attend
Everyone
Dial-in available? (listen only)
Not available.
Agenda
  • Welcome by the Kitces Team
  • Meet your Connect Group and choose a discussion point
  • Closing remarks by Michael Kitces
Featured Presenters
  • Webinar hosting presenter

    Michael Kitces, MSFS, MTAX, CFP, CLU, ChFC, RHU, REBC, CASL

    Publisher, Editor-In-Chief - Kitces.com
    Michael Kitces is the Head of Planning Strategy for Buckingham Wealth Partners, a private wealth management and advisor TAMP platform based in St Louis, MO, that oversees approximately $50 billion of client assets.

    In addition, he is a...
    Full Profile
  • 1589483660-1c22a18678381996

    Taylor Schulte, CFP

    Founder & CEO, Define Financial
    Taylor Schulte, CFP® is the founder of Define Financial, a fee-only retirement planning firm in San Diego, CA. In addition, he is the co-founder of The AGC Community and hosts a popular marketing podcast for financial advisors called Experiments...
    Full Profile
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