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  1. Nov 4, 2022 · Slott and Levine will provide lively commentary as they argue an opposing side of a retirement planning topic or strategy. A flip of the coin will determine who takes what side on each debate ...

  2. Speaking. Jeffrey Levine CPA/PFS, CFP ®, CWS ®, MSA, is a nationally-recognized entertaining and informative public speaker.Whether for an organization of financial advisors, CPAs or attorneys, or consumers, he has an uncanny ability to simplify the most complex financial planning topics to inspire and educate audiences of all kinds.

  3. Jeffrey Levine, CPA/PFS, CFP®, CWS®, MSA is the Director of Advisor Education for Kitces.com, Director of Advanced Planning at Buckingham Wealth Partners, and Lead Creator and Content Expert for Savvy IRA Planning®, offered through Horsesmouth.

  4. Dr. Jeffrey Levine is a family medicine doctor in New Brunswick, New Jersey and is affiliated with Robert Wood Johnson University Hospital. He received his medical degree from Icahn School of ...

  5. Aug 5, 2020 · Jeffrey Levine, CPA/PFS, CFP, AIF, CWS, MSA is the Lead Financial Planning Nerd for Kitces.com, a leading online resource for financial planning professionals, and also serves as the Chief Planning Officer for Buckingham Strategic Wealth. In 2020, Jeffrey was named to Investment Advisor Magazine’s IA25, as one of the top 25 voices to turn to ...

  6. Aug 3, 2020 · Jeffrey Levine is an award-winning poet and the Founder, Publisher and Editor-in-Chief of Tupelo Press. He is currently offering seminars and workshops in poetry and publishing, as well as in-depth manuscript reviews.

  7. Kitces Reader Survey We take your feedback seriously! Over the years, Nerd’s Eye View reader feedback has shaped everything on the blog. Every year, we ask you – our readers – for feedback about what you want to make this website even better for you, to ensure we stay on the right track in adding value to the advicer community and making financial advisors better and more successful.

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