Advancing Knowledge in Financial Planning
Conference/Event Speaking Schedule
Remaining events available for 2025:
Michael Kitces
Total In-Person Available: 12
Remaining: 1
Jeffrey Levine
Total In-Person Available: 22
Remaining: 9
Meghaan Lurtz
Total In-Person Available: 6
Remaining: 6
Dr. Derek Tharp
Total In-Person Available: 15
Remaining: 11
Adam Van Deusen
Total In-Person Available: 6
Remaining: 4
Ben Henry-Moreland
Total In-Person Available: 8
Remaining: 4
Shelitha Smodic
Total In-Person Available: 6
Remaining: 5
Michael Kitces
Jeffrey Levine
Meghaan Lurtz
Dr. Derek Tharp
Adam Van Deusen
Ben Henry-Moreland
Shelitha Smodic
Total In-Person Available
12
22
6
15
6
8
6
In-Person Available
1
9
6
11
4
4
5
Virtual Remaining
2/month
Flexible Based On Availability
Flexible Based On Availability
Flexible Based On Availability
Flexible based on availability
Flexible based on availability
Flexible based on availability
Interested in having one of us speak? Details here.
The events Listed below are for the 2025-2026 calendar years.
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January 2026
Date
Speaker
Location
Event / Details
Topics
27
Michael Kitces
Phoenix, AZ
Private Event
*TBD
February 2026
Date
Speaker
Location
Event / Details
Topics
7
Adam Van Deusen
Albuquerque, NM
John Moore Associates
*Helping Nervous Clients Understand And Financially Plan For The (True) State Of The Social Security System
12
Michael Kitces
Orlando, FL
Kingdom Advisors
*The Four Factors That Really Drive Advicer Productivity
13
Michael Kitces
Tysons, VA
FPA National Capital Area
*Fireside
18
Michael Kitces
Denver, CO
*Generating Tax Alpha With Effective Asset Location
19
Michael Kitces
Irving, TX
*Scaling Advice: From Financial Advisor to Financial Advicer
*Strategies for Managing Sequence of Return Risk in Retirement
23
Michael Kitces
Webinar
Sanctuary Wealth
*Fireside Chat
23
Ben Henry-Moreland
Charlotte, NC
Private Event
*Tax Planning Opportunities Under The New “One Big Beautiful Bill” Act
26
Jeffrey Levine
Webinar
Chicago Booth
*CPWA Retirement & Exam Prep
26
Ben Henry-Moreland
San Diego, CA
Orion Ascent
*Tax Planning Opportunities Under The New “One Big Beautiful Bill” Act
March 2026
Date
Speaker
Location
Event / Details
Topics
3
Michael Kitces
Webinar
Wedbush Securities
*The Four Factors That Really Drive Advicer Productivity
3
Michael Kitces
Webinar
RightCapital
*Fireside Chat
11
Jeffrey Levine
Olathe, Kansas
FPA Greater Kansas City
*TBD
12
Jeffrey Levine
Louisville, KY
Legato Financial Group
*TBD
25-26
Meghaan Lurtz
Auckland, New Zealand
Financial Advice NZ
*TBD
April 2026
Date
Speaker
Location
Event / Details
Topics
14
Michael Kitces
Webinar
YCharts
*TBD
21
Shelitha Smodic
Webinar
BlueTrust
*Navigating Ethical Obligations of a Financial Planner
28
Jeffrey Levine
Columbus, OH
*Tax Planning Opportunities Under The New "One Big Beautiful Bill” Act
May 2026
Date
Speaker
Location
Event / Details
Topics
8
Meghaan Lurtz
Minneapolis, MN
NAPFA
*TBD
8
Jeffrey Levine
Overland Park, KS
MOKAN
*Estate Planning for IRAs
*SECURE Act 2.0
26-27
Michael Kitces
San Francisco, CA
FPA NorCal
*TBD
Jeffrey Levine
San Francisco, CA
FPA NorCal
*TBD
June 2026
Date
Speaker
Location
Event / Details
Topics
10
Michael Kitces
Boca Raton, FL
Wealth Management EDGE
*Fireside Chat
12
Jeffrey Levine
Richmond, VA
FPA Central Virginia
*TBD
July 2026
Date
Speaker
Location
Event / Details
Topics
31
Ben Henry-Moreland
Minneapolis, MN
Garrett Planning Network
*TBD
August 2026
Date
Speaker
Location
Event / Details
Topics
12
Michael Kitces
French Lick, IN
FPA Greater Indiana
*Scaling Advice: From Financial Advisor to Financial Advicer
*Is My Advisory Firm Normal? 6 KPIs to Track and Compare
13
Michael Kitces
Denver, CO
Colorado FPA
*TBD
September 2026
Date
Speaker
Location
Event / Details
Topics
25
Meghaan Lurtz
Winnipeg, MB
Institute of Advanced Financial Planners
*Upping Your Question Game: 25 Questions for Better Client Connections Throughout The Financial Planning Engagement
October 2026
Date
Speaker
Location
Event / Details
Topics
21
Michael Kitces
Charlotte, NC
Dimensional Fund Advisors
*TBD
November 2026
Date
Speaker
Location
Event / Details
Topics
4
Adam Van Deusen
Webinar
Thornburg Investment Management, Inc.
*Accelerating Growth by Communicating How You’re Different (Instead of Better).
