May 10, 2018- Joint Breakfast Meeting with the Estate Planning Council

When:
May 10, 2018 @ 7:45 am – 10:00 am
2018-05-10T07:45:00-04:00
2018-05-10T10:00:00-04:00
Where:
The Harbert Center
2019 Fourth Avenue North
Birmingham
AL 35203
Cost:
Members: Free Guests: $10
Contact:
Megan Wilson

Trusts as Beneficiaries of IRA’s & Tax Planning Developments

& Opportunities Under TCJA

Annual Joint Breakfast Meeting with the Estate Planning Council – 2 – 1-hour presentations

 

Michael E. Kitces, MSFS, MTAX, CFP®, CLU, ChFC, RHU, REBC, CASL, is a partner and the Director of Research 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, and the publisher of the popular financial planning industry blog Nerd’s Eye View through his website www.Kitces.com, dedicated to advancing knowledge in financial planning.

Beyond his website, Michael is an active writer and editor across the industry and has been featured in publications including Financial Planning, the Journal of Financial Planning, Journal of Retirement Planning, Practical Tax Strategies, and Leimberg Information Services, as well as The Wall Street Journal, BusinessWeek, CNBC PowerLunch, NBC Nightly News, and more. In addition, Michael has co-authored numerous books, including “The Annuity Advisor” with John Olsen (now in 3rd edition), the first balanced and objective book on annuities written for attorneys, accountants, and financial planners, and “Tools & Techniques of Retirement Income Planning” with Steve Leimberg and others.

Michael is one of the 2010 recipients of the Financial Planning Association’s “Heart of Financial Planning” awards for his dedication to advancing the financial planning profession. In addition, he has variously been recognized as financial planning’s “Deep Thinker,” a “Legacy Builder,” an “Influencer,” a “Mover & Shaker,” part of the “Power 20,” and a “Rising Star in Wealth Management” by industry publications. These awards were presented to honor Michael’s active work in the financial planning community, which currently includes serving as a member of the Editorial Review Board for the Journal of Financial Planning, national chair of the Financial Planning Section for the Society of Financial Services Professionals, and numerous other boards and committees for the Financial Planning Association and the Society of Financial Services Professionals at the local and National levels. Michael is also a co-founder of NexGen, a community of the next generation of financial planners that aims to ensure the transference of wisdom, tradition, and integrity, from the pioneers of financial planning to the next generation of the profession.

 

If you are a member of both Alabama Association of Charitable Gift Planners & The Estate Planning Council – only RSVP to 1 organization so that we don’t double count for breakfast planning. Also, for continuing education credits, please email your CFP ID with your response. Your ID information will be needed by May 3, 2018, to receive continuing ed credit.

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