We are thrilled to announce that Michael Kitces, MSFS®, MTAX, CFP®, CLU, ChFC®, RHU®, REBC®, CASL®, a renowned expert in financial planning and investment strategies, will be presenting two keynote sessions at the upcoming 2026 FPA DFW Conference. Known for his insightful perspectives and innovative ideas, Michael's participation promises to elevate the event and provide attendees with valuable knowledge and inspiration. His sessions will cover critical topics that are shaping the future of the financial industry, making this a must-attend event for professionals looking to stay ahead in their field. Join us for this exciting opportunity to learn from one of the leading voices in the industry and engage with fellow attendees who are equally passionate about advancing their expertise. Don't miss out on what is sure to be an unforgettable experience at the 2026 conference.
About Michael Kitces
Session I: NEW TOPIC! Applying Behavioral Finance In Your Financial Planning Practice
An increasing volume of research is making clear what financial planners have long known – that clients do not always act in a purely rational manner. But it’s one thing to recognize that clients sometimes make irrational decisions, and another to really understand what drives those decisions and how to help clients avoid the most damaging mistakes. In this session, advisors 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 their financial planning services to help clients achieve more desirable outcomes through better communication and enhanced trust.
Session II: Strategies for Managing Sequence of Return Risk in Retirement
For long-term investors, the reality is that even if markets are volatile for a period of time, as long as the portfolio stays invested, returns can average out in the long run. In the case of retirees, however, ongoing spending withdrawals introduce the possibility that if the portfolio experiences weak returns early on, it could be depleted entirely before the good returns finally show up. As a result, retirees must consider this “sequence of returns” risk when planning for retirement, and strategies to manage it, from reducing spending in the first place, to engaging in more dynamic asset allocation to reduce risk exposure, or dynamic spending strategies to adapt spending withdrawals to market changes along the way!