Michael Kitces Announced as Keynote for FPANJ Fall Conference

The nationally recognized speaker on financial planning issues was confirmed as FPANJ asks members, media to save the date.
 
July 16, 2015 - PRLog -- Upper Montclair, NJ, July 2015 - The Financial Planning Association of New Jersey FPANJ) has announced their Fall Conference will take place on Thursday, October 29 in Iselin, with Michael Kitces as their keynote speaker.

Kitces is the publisher of the financial planning industry blog Nerd's Eye View (https://www.kitces.com/blog/) through his website https://www.kitces.com, and is a Partner and the Director of Research for Pinnacle Advisory Group, a private wealth management firm located in Columbia, Maryland, that oversees more than $1.4 billion of client assets.

His topic will be "Modern Portfolio Theory 2.0" (watch a clip from his presentation in Australia in 2014:  https://www.youtube.com/watch?v=vYWh-zuwgm8) and "Setting a Proper Asset Allocation Glide Path in Retirement."



"We are pleased to welcome back Michael Kitces," said FPANJ President Bill Stratton. "His presentations are always relevant and add great value to these conferences for our members and guests."

As always, all speakers at the conference will be available for media interviews, and as details become available, including schedules, registration and our full slate of speakers, we will continue to post updates.

About FPANJ and FPA:

Financial Planning Association of New Jersey is part of The Financial Planning Association® (FPA®). We are one of the largest chapters in the nation, comprising about 700 members representing Certified Financial Planners and other allied professions. FPANJ connects those who need, support and deliver professional financial planning. FPANJ believes that everyone is entitled to objective advice from a competent, ethical financial planner to make smart financial decisions. FPA members demonstrate and support a professional commitment to education and a client-centered financial planning process. Working in alliance with academic leaders, legislative and regulatory bodies, financial services firms and consumer interest organizations, FPA is the community that fosters the value of financial planning, and advances the practice and profession of financial planning.

The Financial Planning Association® (FPA®) is the largest membership organization for personal financial planning experts in the U.S. and includes professionals from all backgrounds and business models. FPA members adhere to the highest standards of professional competence, ethical conduct and clear, complete disclosure to those they serve. Based in Denver, Colo., FPA works in alliance with academic leaders, legislative and regulatory bodies, financial services firms and consumer interest organizations. For more information about FPA, visit www.OneFPA.org

or call 800.322.4237.For more information about FPA of New Jersey, visit www.fpanj.org.

Contact
Diane DeOliveira
***@fpanj.org
End
Source: » Follow
Email:***@fpanj.org Email Verified
Tags:Michael Kitces, Financial Planning Education, Retirement Planning, Nerd's Eye View, Wealth Management
Industry:Financial, Investment
Location:New Jersey - United States
Subject:Events
Account Email Address Verified     Account Phone Number Verified     Disclaimer     Report Abuse
Page Updated Last on: Jul 22, 2015
Financial Planning Association of New Jersey PRs
Trending News
Most Viewed
Top Daily News



Like PRLog?
9K2K1K
Click to Share