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WEBINAR ENDED
· 30 minutes

Mark Big Marker Tech Check

Monday, February 17, 2025 · 12:00 p.m. · Eastern Time (US & Canada)
About This Webinar

ENTER 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 the downloadable calendar invite for the webinar.

Continuing Education (CE): 1.5 Credits
For attendees who want to receive CE credit for designations managed by the CFP Board, IWI, and American College, we will report your attendance directly to these organizations within 72 hours as long as you enter your certification numbers during registration and attend the live session for at least 75 minutes.

For attendees who want to receive CE credit as an Investment Adviser Representative (IAR), we will report your attendance directly to FINRA within 72 hours as long as you enter your certification numbers during registration and attend the live session for at least 75 minutes. Additionally, Kitces Members must have purchased the IAR Add-on to have their CE reported to FINRA as an IAR.

For attendees who want to receive CE credit as a Certified Public Accountant (CPA), you must attend the live session for at least 75 minutes and complete all polls presented at the live event. A certificate will be provided to you for self-reporting to NASBA.

All attendees who meet the minimum attendance requirement of 75 minutes will also receive a completion certificate that you can use to report CE to other organizations. We don't report for state-level insurance licensing although some states may accept completion certificates if you self-report.

Recordings:
Non-Members: Those who are NOT Kitces.com Members will have access to the recording for 30 days. Though continuing education is available for the live session, the recording is not CE eligible. 

Kitces.com Basic & Premier Members: The video presentation and a recording of the live Q&A will be available on the Webinars page in the Members Section. Note: If you were not able to attend the live session for the full 50 minutes, successful completion of a quiz will be required in order to receive CE for viewing the RECORDED VERSION posted to the Members Section.

Who can view: People who attended or registered for the webinar only
Webinar Price: $49.00
Featured Presenters
Webinar hosting presenter

Mark Tenenbaum

Director, Advisor Research - Kitces.com
Mark Tenenbaum is the Director of Advisor Research at Kitces.com, where he oversees the production of the site’s semi-annual research studies on advisor technology, productivity, well-being, and marketing. He also contributes to the Nerd's Eye View blog on these topics. Mark specializes in quantitative research methodology and data science, and has conducted research on a range of topics, including financial planning practice management and political behavior. In addition to his work at Kitces, he serves as the Managing Editor of Congress & the Presidency, a peer-reviewed academic journal publishing cutting-edge research on the executive and legislative branches. Before joining Kitces, Mark worked as a Financial Advisor for a Rhode Island-based RIA. He holds a master’s degree in political science and is currently completing his Ph.D. in the same field. With experience as both a financial planner and a quantitative researcher, Mark is dedicated to creating data-driven, insightful content that supports Kitces.com’s mission of helping financial advicers become better and more successful.
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