Michael Kitces on Future of Financial Planning in the Digital Age ...
Washington, DC, USA
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Michael Kitces BiographyMichael 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.
Contact a speaker booking agent to check availability on Michael Kitces and other top speakers and celebrities.
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• 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
Users also viewed these speakers: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.
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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.
Contact a speaker booking agent to check availability on Michael Kitces and other top speakers and celebrities.
• 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
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.
• 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
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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.
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