Advancing Knowledge in Financial Planning
Conference/Event Speaking Schedule
Remaining events available for 2024:
Michael Kitces
Total In-Person Available: 12
Remaining: 1
Jeffrey Levine
Total In-Person Available: 30
Remaining: 2
Dr. Derek Tharp
Total In-Person Available: 15
Remaining: 12
Dr. Meghaan Lurtz
Total In-Person Available: 15
Remaining: 6
Adam Van Deusen
Total In-Person Available: 9
Remaining: 8
Ben Henry-Moreland
Total In-Person Available: 8
Remaining: 1
Michael Kitces
Jeffrey Levine
Dr. Derek Tharp
Dr. Meghaan Lurtz
Adam Van Deusen
Ben Henry-Moreland
Total In-Person Available
12
30
15
15
9
8
In-Person Available
1
2
12
6
8
1
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 2024-2025 calendar years.
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April 2024
Date
Speaker
Location
Event / Details
Topics
24
Jeffrey Levine
Webinar
Investments & Wealth Institute
*CPWA Retirement Exam Prep and Sec 6 &10,CPWA Training on Retirement Planning
24
Meghaan Lurtz
Webinar
Buckingham Strategic Wealth
*Fine to Flourish – Making Monitoring Meetings Fun Again!
25
Meghaan Lurtz
Webinar
IA Clarington Investments
*Upping Your Question Game: 25 Questions for Better Client Connections Throughout The Financial Planning Engagement
29
Meghaan Lurtz
Marco Island, FL
Exit Planning Institute
*Upping Your Question Game: 25 Questions for Better Client Connections Throughout The Financial Planning Engagement
May 2024
Date
Speaker
Location
Event / Details
Topics
9
Meghaan Lurtz
Columbia, MD
Howard County Estate Planning Council
*TBD
14
Michael Kitces
Cincinnati, OH
FPA Southwest Ohio
*Scaling Advice: From Financial Advisor to Financial Advicer
*Generating Tax Alpha With Effective Asset Location
*Strategies for Managing Sequence Of Return Risk In Retirement
15
Jeffrey Levine
Webinar
Investments & Wealth Institute
*CPWA Retirement Exam Prep and Sec 6 &10,CPWA Training on Retirement Planning
15
Michael Kitces
Hollywood, FL
Informa
*AMA
16
Jeffrey Levine
Kansas City, KS
MOKAN
*Trusts as Beneficiaries of IRAs
28-29
Michael Kitces
San Francisco, CA
FPA NorCal
*Is My Advisory Firm Normal? 6 KPIs To Track & Compare
Jeffrey Levine
San Francisco, CA
FPA NorCal
*TBD
June 2024
Date
Speaker
Location
Event / Details
Topics
5
Meghaan Lurtz
Webinar
Academy of Financial Divorce Specialists
*Upping Your Question Game: 25 Questions for Better Client Connections Throughout The Financial Planning Engagement
5-6
Jeffrey Levine
Las Vegas, NV
AICPA
*TBD
Michael Kitces
Las Vegas, NV
AICPA
*Panel
7
Jeffrey Levine
Richmond, VA
*529 Planning: 529-to-Roth, Dynasty 529, & Other HNW Opportunities
*Managing and Minimizing RMD Obligations
13
Jeffrey Levine
Olathe, Kansas
FPA Greater Kansas City
*Principles of Tax Planning for Financial Advisors
13
Michael Kitces
Syracuse, NY
FPA Central New York
*TBD
19
Meghaan Lurtz
Webinar
LIA Ireland
*17 Follow Up Questions to Enrich Client Conversations
20
Jeffrey Levine
Chicago, IL
Chicago Booth
*CPWA Retirement Exam Prep and Sec 6 &10,CPWA Training on Retirement Planning
July 2024
Date
Speaker
Location
Event / Details
Topics
11
Michael Kitces
Webinar
YCharts
*TBD
17
Michael Kitces
Webinar
NAPFA Genesis
*AMA
August 2024
Date
Speaker
Location
Event / Details
Topics
22
Michael Kitces
Phoenix, AZ
FPA NexGen
*TBD
September 2024
Date
Speaker
Location
Event / Details
Topics
19
Jeffrey Levine
Chicago, IL
Chicago Booth
*CPWA Retirement Exam Prep and Sec 6 &10,CPWA Training on Retirement Planning
October 2024
Date
Speaker
Location
Event / Details
Topics
1
Adam Van Deusen
Columbia, SC
South Carolina Financial Planning Association
*Accelerating Growth By Marketing How You're Different (Instead of Better)
8
Jeffrey Levine
San Diego, CA
FPA San Diego
*TBD
10
Michael Kitces
Las Vegas, NV
Arizent
*Fireside Chat
10
Meghaan Lurtz
Savannah, GA
*Upping Your Question Game: 25 Questions for Better Client Connections Throughout The Financial Planning Engagement
21
Michael Kitces
Orlando, FL
ValMark Financial Group
*TBD
23
Jeffrey Levine
Hollywood, FL
GWN Securities
*TBD
23
Michael Kitces
Webinar
eMoney
*TBD
24
Michael Kitces
Spokane, WA
FPA Spokane
*Scaling Advice: From Financial Advisor to Financial Advicer
*Advanced Roth Conversion Strategies
*AMA
25
Michael Kitces
Nashville, TN
Nitrogen
*TBD
November 2024
Date
Speaker
Location
Event / Details
Topics
20-21
Michael Kitces
San Francisco, CA
Schwab Impact
*Five Industry Trends Reshaping Financial Advice
Meghaan Lurtz
San Francisco, CA
Schwab Impact
*Upping Your Question Game: 25 Questions for Better Client Connections Throughout The Financial Planning Engagement
2025 Events
February 2025
Date
Speaker
Location
Event / Details
Topics
20
Michael Kitces
Orlando, FL
Kingdom Advisors
*TBD
