Financial Planning

Add leading financial planning authority Michael Kitces to your team. Stay abreast of the latest developments in financial planning. Maintain your certification with CFP CE Credits. 

Comprehensive financial planning is the center of your value proposition. You need to stay current on the latest developments and you need to apply the right solutions for your client’s circumstances. There is no better authority on financial planning than our own Michael Kitces MSFS, MTAX, CFP®, CLU, CHFC, RHU, REBC, CASL. Now he can be part of your team.

Financial Planning Resources.  Michael Kitces will keep you up-to-date on the latest developments in wealth management, in financial planning and his best thinking on their applicability to your practice by providing you access to the premium newsletter and webinar content of as well as his Nerd’s Eye View blog.

Office Hours with Michael Kitces.  Only at Pinnacle do you have direct access to Michael Kitces via posted “Office Hours”. Sometimes you just need a little more personalized assistance. Perhaps the client has unusual circumstances or your want to clarify the best application of a planning concept. Now one of the leading authorities in the country is available to help you.

Maintain Certification – CFP CE Credits.  Not only does Michael’s premium content keep you apprised of the latest developments in financial planning, but his online quizzes on that content will automatically apply to CE Credit. Keeping your certification current couldn’t be easier.

WHITE PAPER: Effective Tax Policy For Managing Investment Accounts
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Kitces Newsletter
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