Join us at this year's ASCEND Conference to hear from Michael Kitces
, a partner and the director of wealth management for Pinnacle Advisory Group and publisher of the popular financial planning industry blog "Nerd's Eye View" on Kitces.com
During his main session presentation, Kitces will explore behavioral finance research and how financial planners can apply it to their practice. Attendees will learn what the behavioral finance research has shown about our not-always-rational decision-making process and how to consider making adjustments to the delivery of your financial planning services to improve communication and enhance trust.
Kitces will also host a breakout session called Advanced Roth Planning: How to Squeeze More Juice Out of the Tax Lemon. Attendees will walk away with an understanding of critical Roth conversion rules, as well as some of the advanced conversion strategies that practitioners can use to help clients transition as much money as possible from tax-deferred accounts to tax-free accounts at the lowest cost.