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
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
Dr. Derek Tharp
Adam Van Deusen
Ben Henry-Moreland
Shelitha Smodic
Total In-Person Available
12
22
15
6
8
6
In-Person Available
1
9
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
Interested in having one of us speak? Details here.
The events Listed below are for the 2025-2026 calendar years.
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April 2025
Date
Speaker
Location
Event / Details
Topics
30
Ben Henry-Moreland
Webinar
Be Wealth
*Going Deeper On Taxes Compliantly: Tax Planning Vs. Tax Advice
May 2025
Date
Speaker
Location
Event / Details
Topics
1
Michael Kitces
Somerset, NJ
*Tax Efficient Withdrawal Strategies in Retirement
1
Derek Tharp
Atlanta, GA
*Rethinking Monte Carlo Results for Better Client Conversations
8
Michael Kitces
Seattle, WA
*An In-Depth Look at Optimal Balancing Strategies
*Strategies for Managing Sequence of Return Risk in Retirement
13
Michael Kitces
Colorado Springs, CO
Future Proof Leaders Retreat
*The Real Drivers of Advisor Revenue: Insights from Kitces Research
15
Jeffrey Levine
Overland Park, KS
MOKAN
* Untangling The IRS’s New Finalized (And Proposed) Regulations on RMDs
* Using Trusts as IRA Beneficiaries
22
Michael Kitces
Webinar
Edward Jones
*AMA
22
Jeffrey Levine
Webinar
Chicago Booth
*CPWA Retirement Exam Prep and Sec 6 &10,CPWA Training on Retirement Planning
27-28
Michael Kitces
San Francisco, CA
*The Four Factors That Really Drive Advicer Productivity
29
Michael Kitces
Tampa, FL
Trade PMR
*TBD
June 2025
Date
Speaker
Location
Event / Details
Topics
5
Jeffrey Levine
Webinar
MNCPA
- Secure Act 2.0
12
Michael Kitces
Milwaukee, WI
Baird
*Five Industry Trends Reshaping Financial Advice
13
Jeffrey Levine
Richmond, VA
FPA Central Virginia
*TBD
16
Michael Kitces
Webinar
Limitless Virtual Summit
*Taming the Tech Stack
26
Michael Kitces
Park City, UT
Limitless Summer Retreat
* At The Capacity Crossroads: 3 Visions For Scaling The Advisory Firm You Want
* Scaling Advice: From Financial Advisor to Financial Advicer
August 2025
Date
Speaker
Location
Event / Details
Topics
14
Jeffrey Levine
Denver, CO
FPA Colorado
*TBD
25
Michael Kitces
Webinar
Limitless Virtual Summit
*Rethinking Advisor Marketing To Generate More Scalable Growth
September 2025
Date
Speaker
Location
Event / Details
Topics
4
Jeffrey Levine
Webinar
Chicago Booth
*CPWA Retirement Exam Prep and Sec 6 &10,CPWA Training on Retirement Planning
4
Michael Kitces
Denver, CO
Limitless Fall Retreat
*AMA: Research Roadmap
8
Jeffrey Levine
Webinar
Chicago Booth
*CPWA Retirement Exam Prep and Sec 6 &10,CPWA Training on Retirement Planning
8
Michael Kitces
Huntington Beach, CA
Future Proof Festival
*Trends In Advisor Technology: The Latest From Kitces Research
16
Michael Kitces
Webinar
LiveWell Capital
*Five Industry Trends Reshaping Financial Advice
18
Jeffrey Levine
Birmingham, AL
FPA Northern Alabama
*TBD
23
Michael Kitces
Webinar
John Hancock Investments
* An In-Depth Look at Optimal Rebalancing Strategies
26
Jeffrey Levine
Chicago, IL
FPA Illinois
*TBD
October 2025
Date
Speaker
Location
Event / Details
Topics
1
Jeffrey Levine
Tempe, AZ
Retirement Tax Services
*TBD
1
Derek Tharp
Green Bay Wisconsin
*Rethinking Monte Carol Results for Better Client Conversations
9
Michael Kitces
Webinar
Edward Jones
*AMA
9
Jeffrey Levine
Webinar
fpPathfinder
*Strategies to Mitigate the Impact of the 10-Year Rule
23
Michael Kitces
Tampa, FL
Cambridge Financial
* Scaling Advice: From Financial Advisor to Financial Advicer
* At The Capacity Crossroads: 3 Visions For Scaling The Advisory Firm You Want
23
Adam Van Deusen
Charlotte, NC
FPA Charlotte
*TBD
27
Michael Kitces
Baha Mar, Bahamas
Future Proof Growth Retreat
* Rethinking Advisor Marketing To Generate More Scalable Growth
28
Michael Kitces
Las Vegas, NV
Arizent
*Fireside Chat
November 2025
Date
Speaker
Location
Event / Details
Topics
4
Michael Kitces
Denver, CO
Schwab IMPACT
*TBD
December 2025
Date
Speaker
Location
Event / Details
Topics
2
Michael Kitces
Webinar
Edward Jones
*AMA
2026 Events
January 2026
Date
Speaker
Location
Event / Details
Topics
12
Michael Kitces
Orlando, FL
Kingdom Advisors
*TBD
27
Michael Kitces
Phoenix, AZ
Private Event
*TBD
March 2026
Date
Speaker
Location
Event / Details
Topics
11
Jeffrey Levine
Olathe, Kansas
FPA Greater Kansas City
*TBD
August 2026
Date
Speaker
Location
Event / Details
Topics
12
Michael Kitces
French Lick, IN
FPA Greater Indiana
*TBD
13
Michael Kitces
Denver, CO
Colorado FPA
*TBD
