Wealthbox is thrilled to announce a series of webinars with Kitces Speakers! This 3-part series, featuring distinguished Kitces Speakers, is designed to serve as a valuable resource for financial advisors, offering insights and expertise from industry leaders across the financial sector. Our lineup of Kitces Speakers will provide actionable strategies to elevate your practice and navigate today’s complex financial landscape with confidence. Plus, as a bonus for attending, you can earn your CFP® CE credits on two of the three webinar events.
Upcoming Webinars
Jeff Levine: 3 Estate Planning Themes for 2024 (CFP® CE)
Monday, May 13th @ 1:00 PM ET
Join Jeffrey Levine, Lead Financial Planning Nerd for Kitces.com and Chief Planning Officer at Buckingham Wealthbox Partners, and Andrew Ladwig, head of business development at Wealthbox, as they explore three key estate planning themes advisors can focus on for success in 2024 and beyond.
*This webinar is eligible for 1.5 CFP® CE credits. Attendance at the live event is required.
Michael Kitces: Ask Me Anything!
Wednesday, May 22nd @ 1:00 PM ET
Let’s pepper Kitces with your questions! Listen and interact with industry luminary Michael Kitces in a live “Ask Me Anything” session. Explore the latest trends and developments from Michael’s perspective that’s shaping financial planning, practice management, wealthtech, and more.
Dr. Meghaan Lurtz: 17 Follow-Up Questions to Enrich Client Conversations (CFP® CE)
Wednesday, May 29th @ 2:00 PM ET
Meghaan Lurtz, Ph.D. is a leading global expert on the psychology of financial planning. In this webinar, she’ll present the power of follow-up questions in building rapport and trust with clients. Learn why follow-up questions are essential, how to craft them effectively, and their role in enhancing client engagement and active listening.
*This webinar is eligible for 1 CFP® CE credit. Attendance at the live event is required.
