Join us March 11 with Jeff Levine as he presents Tax Planning Opportunities Under The New "One Big Beautiful Bill” Act and Everything You Ever Wanted to Know About Lifetime RMDs... And More. 

Jeffrey Levine is the Lead Financial Planning Nerd for Kitces.com, and is also the President of Fully Vested Advice, Inc., which provides financial education and consulting services to industry professionals.

Jeffrey is also the Chief Planning Officer at Focus Partners Wealth and works closely with their team to create a seamless client experience that makes it easy to plan and instill confidence as they work towards their most important goals. He serves as a technical resource for advisors and the firm’s primary thought leader regarding evidence-based planning concepts and strategies. Focus Partners allows him to train and educate hundreds of advisors and support them in their pursuit of helping clients fulfill their financial dreams.

He is a nationally-recognized and award-winning thought leader within the financial planning community.