Tenth Annual Forum
Featuring a Keynote from Michael Kitces, MSFS, MTAX, CFP, CLU, ChFC, RHU, REBC, CASL
August 13, 2026
Forum Real Estate Group
240 Saint Paul St., Ste 400
Denver, CO 80206
8:00 am - 6:00 pm
Followed by a Happy Hour
Earn Continuing Education Credits
In-Person Program only
Keynote SpeakerS
Michael Kitces, MSFS, MTAX, CFP, CLU, ChFC, RHU, REBC, CASL
My journey of learning and sharing led me somewhat randomly to the world of financial services, where I landed in search of a job after completing an undergraduate degree with a major in psychology and a minor in theater and a pre-med concentration (an education I used to figure out that I didn’t want to go into psychology, theater, or medicine!). I started out as a life insurance agent the first business day after college, and although I turned out to be a terrible salesperson, that first job helped me discover this thing called financial planning..
With the broad range of financial planning topics to learn, I dove quickly into the educational process full steam, ultimately racking up two Master’s degrees (one in Financial Services, and one in Taxation), along with my Certified Financial Planner (CFP) marks and a slew of other designations as well. In essence, I spent the decade of my 20s working as a full-time financial planner and part-time student on the side, learning as much as I could, and sharing those ideas, concepts, and solutions with our clients.
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IAR CE Disclaimer: NASAA does not endorse any particular provider of CE courses. The content of the course and any views expressed are my/our own and do not necessarily reflect the views of NASAA or any of its member jurisdictions.
