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Michael Kitces

Financial Planner, Commentator, Speaker, Publisher of The Kitces Report and Nerd's Eye View

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 Michael Kitces Biography

Michael E. Kitces, MSFS, MTAX, CFP®, CLU, CHFC, RHU, REBC, CASL, CWPP™ is director of financial planning for Pinnacle Advisory Group, a private wealth management firm located in Columbia, Maryland that oversees more than $600 million of client assets.

Over the years, Michael has had experience in a traditional commission model, a blended fee-and-commission practice, and currently as the Director of Research. This background has given him a broad perspective on the difficulties that financial planners face, especially the challenge of staying up to date in an ever-more-complex world. His vast experience has made him realize that there was an opportunity to leverage his passion even further to truly advance the financial planning body of knowledge and the quality of the solutions that financial planners deliver to their clients.

Michael is an active speaker, writer and editor and has been featured in publications including Financial Planning, Journal of Financial Planning, Journal of Retirement Planning, Practical Tax Strategies, Leimberg Information Services, as well as The Wall Street Journal, Businessweek, CNBC Powerlunch, NBC Nightly News, and more. In addition, Michael is a co-author with John Olsen of The Annuity Advisor, the first balanced and objective book on annuities written for attorneys, accountants, and financial planners.

Michael was recognized as one of only five financial planning practitioner “Movers & Shakers” for 2006 by Financial Planning magazine, and was recognized as one of 20 “Rising Stars in Wealth Management” by Institutional Investor News for 2007, for his active work in the financial planning community, serving as a member of the editorial review board for the Journal of Financial Planning, a moderator for the discussion boards on financial-planning.com, a commentator on annuity, retirement distribution, and retirement planning issues for Leimberg Information Services, Inc., and for his work as an active member of the Financial Planning Association at the local and national level. Michael also is a co-founder of NexGen, a community of the next generation of financial planners that aims to ensure the transference of wisdom, tradition, and integrity, from the pioneers of financial planning to the next generation of the profession.

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Videos
Speaking Topics
  • Keynote Sessions


    • Cutting Edge Tax Planning Developments and Opportunities
    • Why Gathering Assets Under Management Allows You to Build the Business Commissions Never Could
    • Rethinking Risk Tolerance for Retiring Clients
    • Safe Withdrawal Rates: Mechanics, Uses, and Caveats
    • Safe Withdrawal Rates & Monte Carlo Analysis: Mechanics, Uses, and Caveats
    • Financial Planning Implications of the Alternative Minimum Tax

FAQs
  • HOW TO BOOK Michael Kitces?

    Our booking agents have successfully helped clients around the world secure talent like Michael Kitces for speaking engagements, personal appearances, product endorsements, or corporate entertainment for over 15 years. The team at All American Entertainment represents and listens to the needs of organizations and corporations seeking to hire keynote speakers, celebrities or entertainers. Fill out a booking request form for Michael Kitces, or call our office at 1.800.698.2536 to discuss your upcoming event. One of our experienced agents will be happy to help you get pricing information and check availability for Michael Kitces or any other celebrity of your choice.
  • HOW MUCH DOES IT COST TO BOOK Michael Kitces?

    Booking fees for Michael Kitces, or any other speakers and celebrities, are determined based on a number of factors and may change without notice. Pricing often varies according to the circumstances, including the talent's schedule, market conditions, length of presentation, and the location of the event. Speaker fees listed on this website are intended to serve as a guideline only. In some cases, the actual quote may be above or below the stated range. For the most current fee to hire Michael Kitces, please fill out the booking request form or call our office at 1.800.698.2536 to speak with an experienced booking agent.
  • WHO IS THE AGENT FOR Michael Kitces?

    All American Entertainment has successfully secured celebrity talent like Michael Kitces for clients worldwide for more than 15 years. As a full-service talent booking agency, we have access to virtually any speaker or celebrity in the world. Our agents are happy and able to submit an offer to the speaker or celebrity of your choice, letting you benefit from our reputation and long-standing relationships in the industry. Fill out the booking request form or call our office at 1.800.698.2536, and one of our agents will assist you to book Michael Kitces for your next private or corporate function.
  • WHAT IS A FULL-SERVICE TALENT BOOKING AGENCY?

    All American Speakers is a "buyers agent" and exclusively represents talent buyers, meeting planners and event professionals, who are looking to secure celebrities and speakers for personal appearances, speaking engagements, corporate entertainment, public relations campaigns, commercials, or endorsements. We do not exclusively represent Michael Kitces or claim ourselves as the exclusive booking agency, business manager, publicist, speakers bureau or management for Michael Kitces or any other speaker or celebrity on this website. For more information on how we work and what makes us unique, please read the AAE Advantage.
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This website is a resource for event professionals and strives to provide the most comprehensive catalog of thought leaders and industry experts to consider for speaking engagements. A listing or profile on this website does not imply an agency affiliation or endorsement by the talent.

All American Entertainment (AAE) exclusively represents the interests of talent buyers, and does not claim to be the agency or management for any speaker or artist on this site. AAE is a talent booking agency for paid events only. We do not handle requests for donation of time or media requests for interviews, and cannot provide celebrity contact information.

If you are the talent, and wish to request removal from this catalog or report an issue with your profile, please click here.

Michael Kitces

Financial Planner, Commentator, Speaker, Publisher of The Kitces Report and Nerd's Eye View

Travels From:
Washington, DC, USA
Speaking Fee:

Michael Kitces Biography

Michael E. Kitces, MSFS, MTAX, CFP®, CLU, CHFC, RHU, REBC, CASL, CWPP™ is director of financial planning for Pinnacle Advisory Group, a private wealth management firm located in Columbia, Maryland that oversees more than $600 million of client assets.

Over the years, Michael has had experience in a traditional commission model, a blended fee-and-commission practice, and currently as the Director of Research. This background has given him a broad perspective on the difficulties that financial planners face, especially the challenge of staying up to date in an ever-more-complex world. His vast experience has made him realize that there was an opportunity to leverage his passion even further to truly advance the financial planning body of knowledge and the quality of the solutions that financial planners deliver to their clients.

Michael is an active speaker, writer and editor and has been featured in publications including Financial Planning, Journal of Financial Planning, Journal of Retirement Planning, Practical Tax Strategies, Leimberg Information Services, as well as The Wall Street Journal, Businessweek, CNBC Powerlunch, NBC Nightly News, and more. In addition, Michael is a co-author with John Olsen of The Annuity Advisor, the first balanced and objective book on annuities written for attorneys, accountants, and financial planners.

Michael was recognized as one of only five financial planning practitioner “Movers & Shakers” for 2006 by Financial Planning magazine, and was recognized as one of 20 “Rising Stars in Wealth Management” by Institutional Investor News for 2007, for his active work in the financial planning community, serving as a member of the editorial review board for the Journal of Financial Planning, a moderator for the discussion boards on financial-planning.com, a commentator on annuity, retirement distribution, and retirement planning issues for Leimberg Information Services, Inc., and for his work as an active member of the Financial Planning Association at the local and national level. Michael also is a co-founder of NexGen, a community of the next generation of financial planners that aims to ensure the transference of wisdom, tradition, and integrity, from the pioneers of financial planning to the next generation of the profession.

Michael Kitces Videos

  • Michael Kitces on Future of Financial Planning in the Digital Age ...
  • Michael Kitces on Safe Withdrawal Rates - YouTube

Michael Kitces Speaking Topics

  • Keynote Sessions


    • Cutting Edge Tax Planning Developments and Opportunities
    • Why Gathering Assets Under Management Allows You to Build the Business Commissions Never Could
    • Rethinking Risk Tolerance for Retiring Clients
    • Safe Withdrawal Rates: Mechanics, Uses, and Caveats
    • Safe Withdrawal Rates & Monte Carlo Analysis: Mechanics, Uses, and Caveats
    • Financial Planning Implications of the Alternative Minimum Tax

FAQs on booking Michael Kitces

  • How to book Michael Kitces?

    Our booking agents have successfully helped clients around the world secure talent like Michael Kitces for speaking engagements, personal appearances, product endorsements, or corporate entertainment for over 15 years. The team at All American Entertainment represents and listens to the needs of organizations and corporations seeking to hire keynote speakers, celebrities or entertainers. Fill out a booking request form for Michael Kitces, or call our office at 1.800.698.2536 to discuss your upcoming event. One of our experienced agents will be happy to help you get pricing information and check availability for Michael Kitces or any other celebrity of your choice.
  • How much does it cost to book Michael Kitces?

    Booking fees for Michael Kitces, or any other speakers and celebrities, are determined based on a number of factors and may change without notice. Pricing often varies according to the circumstances, including the talent's schedule, market conditions, length of presentation, and the location of the event. Speaker fees listed on this website are intended to serve as a guideline only. In some cases, the actual quote may be above or below the stated range. For the most current fee to hire Michael Kitces, please fill out the booking request form or call our office at 1.800.698.2536 to speak with an experienced booking agent.
  • Who is the agent for Michael Kitces?

    All American Entertainment has successfully secured celebrity talent like Michael Kitces for clients worldwide for more than 15 years. As a full-service talent booking agency, we have access to virtually any speaker or celebrity in the world. Our agents are happy and able to submit an offer to the speaker or celebrity of your choice, letting you benefit from our reputation and long-standing relationships in the industry. Fill out the booking request form or call our office at 1.800.698.2536, and one of our agents will assist you to book Michael Kitces for your next private or corporate function.
  • What is a full-service talent booking agency?

    All American Speakers is a "buyers agent" and exclusively represents talent buyers, meeting planners and event professionals, who are looking to secure celebrities and speakers for personal appearances, speaking engagements, corporate entertainment, public relations campaigns, commercials, or endorsements. We do not exclusively represent Michael Kitces or claim ourselves as the exclusive booking agency, business manager, publicist, speakers bureau or management for Michael Kitces or any other speaker or celebrity on this website. For more information on how we work and what makes us unique, please read the AAE Advantage.

Michael Kitces is a keynote speaker and industry expert who speaks on a wide range of topics . The estimated speaking fee range to book Michael Kitces for your event is available upon request. Michael Kitces generally travels from Washington, DC, USA and can be booked for (private) corporate events, personal appearances, keynote speeches, or other performances. Similar motivational celebrity speakers are Jordan Goodman, Chip Roame, Manisha Thakor, David Bach and Angie H. Hollerich. Contact All American Speakers for ratings, reviews, videos and information on scheduling Michael Kitces for an upcoming event.

Michael Kitces Speaker Videos

  • Michael Kitces on Future of Financial Planning in the Digital Age ...
    Michael Kitces on Safe Withdrawal Rates - YouTube

Michael Kitces Speaking Topics

  • Keynote Sessions


    • Cutting Edge Tax Planning Developments and Opportunities
    • Why Gathering Assets Under Management Allows You to Build the Business Commissions Never Could
    • Rethinking Risk Tolerance for Retiring Clients
    • Safe Withdrawal Rates: Mechanics, Uses, and Caveats
    • Safe Withdrawal Rates & Monte Carlo Analysis: Mechanics, Uses, and Caveats
    • Financial Planning Implications of the Alternative Minimum Tax

Tell us about your event!

During normal business hours, we respond to most inquiries within 4 hours.

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Speakers Similar to Michael Kitces

This website is a resource for event professionals and strives to provide the most comprehensive catalog of thought leaders and industry experts to consider for speaking engagements. A listing or profile on this website does not imply an agency affiliation or endorsement by the talent.

All American Entertainment (AAE) exclusively represents the interests of talent buyers, and does not claim to be the agency or management for any speaker or artist on this site. AAE is a talent booking agency for paid events only. We do not handle requests for donation of time or media requests for interviews, and cannot provide celebrity contact information.

If you are the talent, and wish to request removal from this catalog or report an issue with your profile, please click here.

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