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Michael Kitces - Leading Authority on Financial Planning Strategy; Chief Financial Nerd at Kices.com; Director of Financial Planning Research at Pinnacle Advisory Group

Michael Kitces

Profile updated February 6, 2026
LocationTravels from Washington, DC, USA
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About Michael Kitces

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Eric Boles
Daymond John
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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

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