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 2025 symposium.
About Michael Kitces
Session I: Scaling Advice: From Financial Advisor to Financial Advicer
The financial planning process is a valuable, but time-consuming, process. And the pressure of ‘spending the time’ to demonstrate the value is only amplified further as advisory firms grow a sizable base of clientele and must support them in an ongoing manner after the initial financial plan is delivered. In this session, we explore the research on what actually makes the financial planning process more efficient and scalable, including the impact of advanced training and designations, how to develop more repeatable financial planning processes with an annual service calendar, how client variability impacts the efficiency of firms ad their planning processes, and the role that technology does (and does not) play in advisor efficiency.
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!