3:00 PM ET (2:00 PM CT, 12:00 PM PT)
Presented by: Michael Kitces, MSFS, MTAX, CFP®, CLU, ChFC, RHU, REBC, CASL
1 NAPFA CE in A – Financial Planning Process and 1 CFP® CE
Member: $39; Non-Member: $59
Free to NAPFA Genesis members, courtesy of LLIS. To register for free, use the promo code emailed to you, or find it in the Announcement of the NAPFA Genesis community here.
Back again, by popular demand… Ever wish you could ask Michael Kitces anything? Well, now you can! The author of The Kitces Report
and “Nerd’s Eye View” blog will take your questions on all things financial planning-related. You can post your question before the session in the NAPFA Genesis community in Engage,
, or ask it live of this industry expert! We’ll get an update on where the profession is right now, current unique challenges to advisors, and how they can be more ready than ever to serve clients.
• Understand the emerging Biden tax plan.
• Learn how to help clients take the best advantage of ongoing COVID-19 relief efforts.
• Clarify approaches for investing in today’s market.