Kitces Financial Planning Value Summit 2023
WIN A 30-MINUTE CONSULTATION WITH MICHAEL AND TAYLOR
Super Early Bird Closes on May 2
This is a live virtual event. Access to the event recording comes with the purchase of a pass.
![](https://www.kitces.com/wp-content/uploads/2021/04/hero-image-3.png)
See How Successful Advisors Are Demonstrating Their Value To Clients
Instead of telling you what you ‘should’ be doing as an advisor, our Kitces Summit guests are all practicing financial advisors who will actually show you what actions they’ve taken to demonstrate their upfront and ongoing financial planning value to clients, so you can see what’s really possible for yourself.
30-Minute, Real World Conversations With Advisors Who Know What Success Looks Like
Each guest will screenshare their actual strategies and show how they communicate the value of financial planning to prospects and clients.
What Others Have Said About Kitces Summits
Purchase Super Early Bird
Kitces Premier Members Receive 25% Off
PURCHASE A SUPER EARLY BIRD PASS FOR A CHANCE TO WIN A 30-MINUTE CONSULTATION WITH MICHAEL AND TAYLOR
Super Early Bird Closes May 2
As a winner, you can share a behind-the-scenes video documenting YOUR big questions and then have a 30-minute private, virtual consultation with Michael and Taylor. TWO winners will receive this opportunity.
Premier Members
Log in to Kitces.com to complete your purchase of the Summit
Non-Members and Basic
Not a Member?
Buy Premier Membership (standard rate: $169)
with the Summit and get a $100 discount!
Kitces.com Premier Membership includes Kitces Summit and Course discounts, free monthly webinars, over 100 Hours of CE on-demand, CFP ethics, and more! - Access to our entire CE Quiz library on demand.
- Access to Exclusive Kitces-written CFP Ethics CE.
- Monthly Live Office Hours session with Michael and the Kitces Team to answer your questions.
- 2/Year New + All Archived Issues Of The Kitces Report.
- Access to Archives of All Educational Webinars.
- Unlimited Access to Members Section Resources including Charts and Spreadsheets.
- IAR reporting add-on (available at checkout).
Interested in being a guest presenter at a future Kitces Summit? Click here to learn more
Interested in becoming a Premier member to receive the Member Discount? Click here to learn more
Become a Premier Member
Kitces.com Premier Membership includes Kitces-Courses discounts, free monthly webinars, over 100 Hours of CE on-demand, CFP ethics, and more!
Group Discounts
Discounts are available for group enrollments. Additional discounts apply with a Kitces Premier Group Membership .