Wednesday, December 13, 2017

January Chapter Meeting


January Monthly Chapter Meeting
January 17, 2018
10401 S. Ridgeview Rd
Olathe, KS 66061

11:30 a.m.
Check-In and Late Registration

12:30-2:30 p.m.
Cutting Edge Income Tax Planning Developments & Opportunities
Michael E. Kitces, MSFS, MTAX, CFP®, CLU, ChFC, RHU, REBC, CASL


Michael Kitces is a Partner and the Director of Wealth Management for Pinnacle Advisory Group, a private wealth management firm located in Columbia, Maryland that oversees approximately $1.8 billion of client assets.

In addition, he is a co-founder of the XY Planning Network and New Planner Recruiting, 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 industry blog Nerd’s Eye View through his website, dedicated to advancing knowledge in financial planning. In 2010, Michael was recognized with one of the FPA’s “Heart of Financial Planning” awards for his dedication and work in advancing the profession.


Continuing Education:
CFP®: 1 hour pending
Kansas Insurance: 1 hour pending
Missouri Insurance: 1 hour pending

*Cancellations received 24 hours or more prior to the meeting will be issued a full refund. No refunds will be given for cancellations received with fewer than 24 hours notice. Registrations at the door will be accessed a $5 fee.

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