10times
28 Jan 2021Ended

Personal Financial Planning Conference

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Estimated Turnout

100 - 500
Delegates
Based on previous editions

Editions

Jan 2021
+1 more editions

Frequency

Quarterly
Next edition likely in Apr 2021
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Your clients trust you with their financial security make sure you're advising them with the best information available. The Personal Financial .. Read more Planning Conference features a full day of instruction on key issues your clients are facing. Michael E. Kitces, MSFS, MTAX, CFP®, CLU, ChFC, RHU, REBC, CASL, is the Chief Financial Planning Nerd at Kitces.com, dedicated to advancing knowledge in financial planning and helping to make financial advisors better and more successful, and the Head of Planning Strategy at Buckingham Wealth Partners, an independent RIA with more than $50 billion of assets under management, that provides private wealth management to consumers and turnkey asset management platform services to advisors. In addition, he is a co-founder of the XY Planning Network, AdvicePay, New Planner Recruiting, fpPathfinder, and FA BeanCounters, the former Practitioner Editor of the Journal of Financial Planning, the host of the Financial Advisor Success podcast, and the publisher of the popular financial planning continuing education blog Nerds Eye View. For long-term investors, the reality is that even if markets are volatile for a period of time, as long as the portfolio stays invested, returns can average out in the long run. In the case of retirees, however, ongoing spending withdrawals introduce the possibility that if the portfolio experiences weak returns early on, it could be depleted entirely before the good returns finally show up.

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Tokunbo Chiedu

Tokunbo Chiedu

CEO at Compass Global

Lagos, Nigeria
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