Bob Veres
Editor, Inside Information
Bob Veres is editor and publisher of the Inside Information guide to trends and innovations in the profession, author of The New Profession, and contributing editor and columnist for Financial Planning magazine. As a journalist, he has won several national awards, including the Jesse H. Neal Award from the American Business Media group, considered the most prestigious editorial honor in the field of specialized journalism, and the Azbee Award of Excellence from the American Society of Business Press Editors. Over his 36-year career in the financial services world, Mr. Veres has worked as editor of Financial Planning magazine; as a contributing editor to the Journal of Financial Planning; as a columnist and editor-at-large of Investment Advisor magazine; and as editor of Morningstar's advisor web site: MorningstarAdvisor.com. He is a sought-out speaker for many of the planning world's most important professional conferences. In addition, Mr. Veres co-produces the Insider's Forum conference for independent financial advisory firms. Mr. Veres has been named one of the most influential people in the financial planning profession by Investment Advisor magazine and Financial Planning magazine, was granted the Special Achievement Award for service to the profession by the National Association of Personal Financial Advisors, and the Heart of Financial Planning Distinguished Service Award from the Denver-based Financial Planning Association. In addition to his professional activities, Mr. Veres has authored four novels: Song of the Universe, The Root of All Evil, Conversations With My Daughter, South of Maya and The Galactic Taxi Service.
Appearances
Identification12DateJanuary 18, 2016The advent of new robo-technology plus breakthroughs in asset management and retirement planning research have spurred more evolution in the financial planning space in the past two years than in the past 20 combined…Speaker
Editor, Inside Information$49Standard Price
Identification17DateJanuary 20, 2014Join Bob Veres and James Shambo for a entertaining conversation on retirement planning. Two leading voices in the profession have a casual, no holds barred discussion of where we are in retirement planning, what works and what doesn't, what's new and what they would like to see in the future…Speakers
Editor, Inside InformationJames A. Shambo, CPA (Retired)Retired, N/A$49Standard Price
Identification31DateJanuary 21, 2014We talk about offering great client service, but what does that mean? How do we measure it? And if we don't have a clear measurement metric, how do we know if we're doing a great job or a poor job? How do we know if we're improving or backsliding?Speakers
Editor, Inside InformationFounder, Absolute EngagementMarc Minker, CPA, PFSManaging Director, CBIZ MHM,LLC$49Standard Price
Identification17DateJanuary 20, 2014Join Bob Veres and James Shambo for a entertaining conversation on retirement planning. Two leading voices in the profession have a casual, no holds barred discussion of where we are in retirement planning, what works and what doesn't, what's new and what they would like to see in the future…Speakers
Editor, Inside InformationJames A. Shambo, CPA (Retired)Retired, N/A
Identification31DateJanuary 21, 2014We talk about offering great client service, but what does that mean? How do we measure it? And if we don't have a clear measurement metric, how do we know if we're doing a great job or a poor job? How do we know if we're improving or backsliding?Speakers
Editor, Inside InformationFounder, Absolute EngagementMarc Minker, CPA, PFSManaging Director, CBIZ MHM,LLC
Identification38DateJanuary 20, 2015From a more dynamic spending approach, to criticism of the 4% rule, to the ongoing evolution of annuity products, research into retirement income strategies continues to evolve…Speakers
Editor, Inside InformationMichael E. Kitces, MSFS, MTAX, CFP, CLU, ChFC, RHChief Financial Planning Nerd, Nerd's Eye ViewWade D. Pfau, PhD, CFAProfessor of Practice, The American CollegeProfessor, Frank M. Engle Chair of Economic Security Research, The American College of Financial ServicesHead of Retirement Research, PGIM$49Standard Price
IdentificationDemo 1DateJanuary 19, 2015Bob Veres, Lyle Benson and Clark Blackman will each present their one “big idea” that advisors and planners should focus on in 2015. Each of those individuals are thought leaders in APViewpoint, the free on-line community that now serves over 3,000 advisors…Speakers
Editor, Inside InformationClark M. Blackman, MA, CFA, CFP, CPA*/PFS, CIMAPRESIDENT/CEO, ALPHA WEALTH STRATEGIES, LLCRobert K. Huebscher, MBAFounder, Advisor PerspectivesFounder and President, L. K. Benson & Company
Identification38DateJanuary 20, 2015From a more dynamic spending approach, to criticism of the 4% rule, to the ongoing evolution of annuity products, research into retirement income strategies continues to evolve…Speakers
Editor, Inside InformationMichael E. Kitces, MSFS, MTAX, CFP, CLU, ChFC, RHChief Financial Planning Nerd, Nerd's Eye ViewWade D. Pfau, PhD, CFAProfessor of Practice, The American CollegeProfessor, Frank M. Engle Chair of Economic Security Research, The American College of Financial ServicesHead of Retirement Research, PGIM
IdentificationDemo 1DateJanuary 19, 2015Bob Veres, Lyle Benson and Clark Blackman will each present their one “big idea” that advisors and planners should focus on in 2015. Each of those individuals are thought leaders in APViewpoint, the free on-line community that now serves over 3,000 advisors…Speakers
Editor, Inside InformationClark M. Blackman, MA, CFA, CFP, CPA*/PFS, CIMAPRESIDENT/CEO, ALPHA WEALTH STRATEGIES, LLCRobert K. Huebscher, MBAFounder, Advisor PerspectivesFounder and President, L. K. Benson & Company
Identification12DateJanuary 18, 2016The advent of new robo-technology plus breakthroughs in asset management and retirement planning research have spurred more evolution in the financial planning space in the past two years than in the past 20 combined…Speaker
Editor, Inside Information- Identification12DateJanuary 18, 2016The advent of new robo-technology plus breakthroughs in asset management and retirement planning research have spurred more evolution in the financial planning space in the past two years than in the past 20 combined…
Speaker
Editor, Inside Information 
Identification12DateJanuary 18, 2016The advent of new robo-technology plus breakthroughs in asset management and retirement planning research have spurred more evolution in the financial planning space in the past two years than in the past 20 combined…Speaker
Editor, Inside Information
IdentificationPFP1728DateJune 13, 2017The financial planning profession is entering a period of hyper-fast evolution, which will make the next 10 years crucial for the survival and prosperity of today's practitioners…Speaker
Editor, Inside Information$49Standard Price
Identification17DateJanuary 16, 2012Speakers
Founder and Chief Executive , Herbers & CompanyBill Winterberg, CFP®Founder, FPPad.comOwner, Fore, LLCEditor, Inside Information
IdentificationLB017DateJanuary 16, 2012A compendium of the very best practice management ideas from coaches and consultants who see advisory practices on a daily basis, including staffing and compensation; technology and workflow; and client communications…Speakers
Bill Winterberg, CFP®Founder, FPPad.comCEO & Founder, Fox Financial Planning NetworkFounder and Chief Executive , Herbers & CompanyEditor, Inside InformationOwner, Fore, LLC
IdentificationLB017DateJanuary 16, 2012A compendium of the very best practice management ideas from coaches and consultants who see advisory practices on a daily basis, including staffing and compensation; technology and workflow; and client communications…Speakers
Bill Winterberg, CFP®Founder, FPPad.comCEO & Founder, Fox Financial Planning NetworkFounder and Chief Executive , Herbers & CompanyEditor, Inside InformationOwner, Fore, LLC
Identification16DateJanuary 21, 2013With unprecedented volatility, low returns and high correlations traditional asset allocation and MPT have come under increasing criticism…Speakers
Harold Evensky, CFPChairman, Evensky & Katz/Foldes FinancialRoger C. Gibson, CFA, CFPChief Investment Officer, Gibson Capital, LLCEditor, Inside Information
IdentificationPFP1811DateJune 11, 2018Articles, presentations and consultants emphasize the advantages of growth and scale for your professional career. But the thriving ecosystem of small, thriving businesses suggests that there's another side of the story…Speaker
Editor, Inside Information$49Standard Price
IdentificationPFP1833DateJune 12, 2018It's Back! Please join us to hear the best ideas presented during the conference's first two days. as an added feature, we have asked all speakers to come up with one or two best ideas from the session or sessions they are presenting…Speakers
Editor, Inside InformationJulie A. Welch, CPA, PFS, CFP, AEP (Distinguished)Shareholder and Director, Meara Welch Browne, P.C.Michael E. Kitces, MSFS, MTAX, CFP, CLU, ChFC, RHChief Financial Planning Nerd, Nerd's Eye ViewFounder and President, L. K. Benson & CompanySteven Siegel, J.D., LL.M. (Taxation)President, The Siegel Group
IdentificationPFP1902DateJune 10, 2019With 10,000 baby boomers retiring every day for the next decade, now more than ever is a critical time to give thoughtful consideration to the variables playing a role in retirement planning advice…Speakers
Michael E. Goodman, CPA, PFS, CFPPresident, Wealthstream Advisors, Inc.Editor, Inside InformationMark F. Astrinos, CPA, PFS, CFP, RLPPrincipal & Founder, Libra WealthBrooke Salvini, CPA/PFS, CFPPrincipal, Salvini Financial PlanningManaging Member, Sprinkle & Associates LLCTheodore J. Sarenski, CPA/PFS, CFP, AEP, CGMAWealth Adviser, Sage View Advisory Group$49Standard Price
IdentificationPFP1926DateJune 11, 2019This session will feature three retirement spending topics. Panelists will kick-off the discussion with retirement income strategies and sustainable spending research and any updated methodologies and research in this area…Speakers
Michael E. Kitces, MSFS, MTAX, CFP, CLU, ChFC, RHChief Financial Planning Nerd, Nerd's Eye ViewEditor, Inside InformationWade D. Pfau, PhD, CFAProfessor of Practice, The American CollegeProfessor, Frank M. Engle Chair of Economic Security Research, The American College of Financial Services
IdentificationPFP2003DateJuly 20, 2020We hear that the future is bright for personal financial planning services, but that is true only of advisors who are capable of offering a comprehensive service package, and who are adequately preparing for a rapidly-changing future…Speakers
Michael E. Kitces, MSFS, MTAX, CFP, CLU, ChFC, RHChief Financial Planning Nerd, Nerd's Eye ViewEditor, Inside InformationPresident, Technology Tools for Today (T3)Christopher D. Benson, CPA/PFSPrincipal, L.K. Benson & Company
IdentificationPFP2009DateJuly 20, 2020Back by popular demand! The leading researchers in the PFP space offer their best insights and results of their research—and practical ideas for how to best lead your clients into and through a financially comfortable retirement…Moderator
Editor, Inside InformationSpeakers
Michael E. Kitces, MSFS, MTAX, CFP, CLU, ChFC, RHChief Financial Planning Nerd, Nerd's Eye ViewProfessor, Frank M. Engle Chair of Economic Security Research, The American College of Financial ServicesHead of Retirement Research, PGIM
IdentificationPFP2013DateJuly 21, 2020The recent market downturn highlighted a huge issue with AUM fees: that revenues go down at exactly the time when your workload and client communications go up…Speakers
Editor, Inside InformationMark Berg, CFPFOUNDING PRINCIPAL, Timothy Financial Counsel, Inc.Alan Moore, MS, CFPCEO, XY Planning NetworkBrooke Salvini, CPA/PFS, CFPPrincipal, Salvini Financial Planning$49Standard Price
IdentificationPFP2108DateJuly 26, 2021With more than 500 different profession-specific software products to choose from in at least 30 different categories, building your tech stack is more complicated than ever…Speakers
President, Technology Tools for Today (T3)Alan Moore, MS, CFPCEO, XY Planning NetworkEditor, Inside InformationFounder and Chief Executive , Herbers & Company$49Standard Price
IdentificationPFP2117DateJuly 27, 2021The undeniable impacts of super trends, governmental intervention and geopolitical volatility have move the markets into unchartered territory…Speakers
Wealth Advisor, Stearns Financial GroupMark F. Astrinos, CPA, PFS, CFP, RLPPrincipal & Founder, Libra WealthManaging Member, Sprinkle & Associates LLCEditor, Inside Information$49Standard Price
IdentificationENG2209DateJune 7, 2022Jim Shambo's contributions to the retirement plan discussion include his Hedonic Index research and a "Boots in the Water" refutation of the normal use of Monte Carlo projections…Speakers
James A. Shambo, CPA (Retired)Retired, N/AEditor, Inside Information$49Standard Price
IdentificationPFP2217DateJune 7, 2022Planning for retirement is much more than creating a retirement portfolio. This session will explore the human implications of stepping away from the office and the paycheck, planning ideas on how to get the most after-tax income, and building resiliency into a retiree's financial life…Speakers
Editor, Inside InformationLead Financial Planning Nerd, Kitces.comHead of Retirement Research, PGIMProfessor, Frank M. Engle Chair of Economic Security Research, The American College of Financial Services$49Standard Price
