The events listed below are for the 2018 calendar year.
| Date | Location | Event | Details | |
|---|---|---|---|---|
| January | ||||
| 17 | Kansas City, MO | FPA Kansas City | *Tax Planning Developments & Opportunities Under TCJA | |
| 21 | Hollywood, FL | Inside ETFs | *Five Industry Trends Reshaping Financial Advice | |
| 26 | Herndon, VA | FPA National Capital Area | *Strategies For Managing Sequence Of Return Risk In Retirement | |
| 30 | Webinar | Private Event | *Tax Planning Developments & Opportunities Under TCJA | |
| February | ||||
| 7 | Bowling Green, KY | Western Kentucky University | *Tax Planning Developments & Opportunities Under TCJA | |
| 8 | St. Louis, MO | FPA St. Louis | *Tax Planning Developments & Opportunities Under TCJA | |
| 13 | Sydney, Australia | Macquarie’s Virtual Adviser Network (VAN) | *Interview Style – Ask Me Anything | |
| 14 | Sydney, Australia | Portfolio Construction Forum | *The Finologist of the Future is a Cyborg | |
| 22 | Webinar | Investments & Wealth Institute (IMCA) | *Tax Planning Developments & Opportunities Under TCJA | |
| March | ||||
| 6 | Denver, CO | Charles Schwab | *Five Industry Trends Reshaping Financial Advice | |
| 8 | Phoenix, AZ | Charles Schwab | *Five Industry Trends Reshaping Financial Advice | |
| 13 | Indianapolis, IN | Charles Schwab | *Five Industry Trends Reshaping Financial Advice | |
| 15 | Webinar | Loring Ward | *Tax Planning Developments & Opportunities Under TCJA | |
| 19 | Webinar | Private Event | *Tax Planning Developments & Opportunities Under TCJA | |
| 20 | Chicago, IL | Salesforce | *Five Industry Trends Reshaping Financial Advice | |
| 21 | Chicago, IL | Investments & Wealth Institute (IMCA) | *CPWA Training on Retirement Planning | |
| 28 | Orlando, FL | Charles Schwab | *Five Industry Trends Reshaping Financial Advice | |
| 29 | Los Angeles, CA | CFA Institute Wealth Management | *Generating Tax Alpha with Effective Asset Location | |
| April | ||||
| 24 | Nashville, TN | The Investment Center, Inc. | *Tax Planning Developments & Opportunities Under TCJA | |
| 25 | Plantsville, CT | FPA CT Valley | *Future of Financial Planning in the Digital Age | |
| 26 | San Diego, CA | fi360 | *New World of Social Security | |
| 30 | Annapolis, MD | Private Event | *Strategies For Managing Sequence Of Return Risk In Retirement | |
| May | ||||
| 1 | Chicago, IL | Investment News | *Rethinking Risk Tolerance for Retiring Clients | |
| 2 | Kansas City, MO | Mokan Trust & Financial Services | *Tax Planning Developments & Opportunities Under TCJA | |
| 3 | Webinar | Brinker Capital | *Interview Style – Ask Me Anything | |
| 3 | Philadelphia, PA | Estate Planning Council of Philadelphia | *Safe Withdrawal Rates: Mechanics, Uses & Caveats | |
| 8 | Nashville, TN | Investments & Wealth Institute (IMCA) Annual Conference | *Managing and Minimizing Required Minimum Distribution (RMD) Obligations | |
| 9 | San Antonio, TX | FPA San Antonio | *Five Industry Trends Reshaping Financial Advice | |
| 10 | Birmingham, AL | Estate Planning Council of Birmingham | *Tax Planning Developments & Opportunities Under TCJA | |
| 16 | Dallas, TX | FPA Dallas / Fort Worth | *Tax Planning Developments & Opportunities Under TCJA | |
| 17 | Indianapolis, IN | FPA Greater Indiana | *To Roth or Not to Roth | |
| 23 | Webinar | AICPA | *To Roth or Not To Roth | |
| 29 | San Francisco, CA | FPA NorCal | *Best Practices In Social Media and Digital Marketing for Financial Advisors: An Interview with Michael Kitces | |
| June | ||||
| 6 | Oakbrook, IL | Investments & Wealth Institute (IMCA) | *CPWA Training on Retirement Planning | |
| 7 | Richmond, VA | FPA Central Virginia | *Modern Portfolio Theory 2.0 | |
| 12 | Las Vegas, NV | AICPA Engage | *Generating Tax Alpha with Effective Asset Location | |
| 18 | Webinar | Private Event | *Applying Behavioral Finance in your Financial Planning Practice | |
| 18 | Webinar | Private Event | *Interview Style – Ask Me Anything | |
| 19 | Webinar | Investments & Wealth Institute (IMCA) | *Distribution Strategies at Death | |
| 20 | Webinar | BAM Alliance | *Five Industry Trends Reshaping Financial Advice | |
| 28 | Brooklyn Center, MN | MNCPA | *Five Industry Trends Reshaping Financial Advice | |
| 29 | Cle Elum, Washington | LPL Advisor Conference | *Five Industry Trends Reshaping Financial Advice | |
| July | ||||
| 11 | Webinar | AICPA | *Tax Planning Developments & Opportunities Under TCJA | |
| 11 | New York City, NY | SourceMedia Conferences & Events | *Panel Session on The Rise of the Model Marketplace | |
| 18 | Webinar | NAPFA Genesis | *Interview Style | |
| 24 | Webinar | Reverse Mortgage Funding | *Tax Planning Developments & Opportunities Under TCJA | |
| 29 | Boston, MA | LPL Focus Conference | *Five Industry Trends Reshaping Financial Advice | |
| August | ||||
| 6 | San Diego, CA | CUSO Financial Services | *Future of Financial Planning in the Digital Age | |
| 13 | Webinar | AICPA | *Tax Planning Developments & Opportunities Under TCJA | |
| 15 | Irvine, CA | FPA Orange County Quarterly Education Meeting | *Tax Planning Developments & Opportunities Under TCJA | |
| 16 | Los Angeles, CA | Investments & Wealth Institute (IMCA) | *CPWA Training on Retirement Planning | |
| 23 | Webinar | Private Event | *Interview Style – Ask Me Anything | |
| 27 | Webinar | Private Event | *Estate Planning in 2018 & Beyond | |
| 28 | Webinar | Investments & Wealth Income (IMCA) | *Strategies For Managing Sequence Of Return Risk In Retirement | |
| 29 | Webinar | AICPA | *An In-Depth Look At Optimal Rebalancing Strategies | |
| September | ||||
| 5 | Webinar | Loring Ward | *Social Media for Financial Planners | |
| 6 | Phoenix, AZ | CUNA Mutual Group | *Five Industry Trends Reshaping Financial Advice | |
| 20 | Webinar | Retirement Funding Solutions | *Strategies For Managing Sequence Of Return Risk In Retirement | |
| 20 | Webinar | Private Event | *Five Industry Trends Reshaping Financial Advice | |
| 21 | Webinar | Educe, Inc. | *Interview Style – Ask Me Anything | |
| 26 | Chicago, IL | Investments & Wealth Institute (IMCA) | *CPWA Training on Retirement Planning | |
| October | ||||
| 2 | San Francisco, CA | Loring Ward | *Future of Financial Planning in the Digital Age | |
| 8 | Chicago, IL | Investments & Wealth Institute (IMCA) Private Wealth Forum | *Tax Planning Developments & Opportunities Under TCJA | |
| 9 | Minneapolis, MN | FPA Minnesota | *Future of Financial Planning in the Digital Age | |
| 10 | Chicago, IL | Northwestern Mutual | *Five Industry Trends Reshaping Financial Advice | |
| 18 | Albany, NY | Cadaret, Grant & Co. | *Tax Planning Developments & Opportunities Under TCJA | |
| 23 | St. Louis, MO | BAM Alliance | *What I’ve Learned Panel | |
| 24 | Minneapolis, MN | Think2Perform | *Future of Financial Planning in the Digital Age | |
| 30 | Washington, DC | Private Event | *Five Industry Trends Reshaping Financial Advice | |
| November | ||||
| 8 | Dallas, TX | Investments & Wealth Institute (IMCA) | *CPWA Training on Retirement Planning | |
| 19 | San Francisco, CA | Private Event | *Future of Financial Planning in the Digital Age | |
| 28 | Webinar | BAM Alliance | TBD | |
| 28 | Baltimore, MD | Private Event | *Tax Planning Developments & Opportunities Under TCJA | |
| December | ||||
| 3 | Florida | Investments & Wealth Income (IMCA) | *Generating Tax Alpha with Effective Asset Location | |
| 10 | Webinar | Private Event | TBD | |
| 12 | Atlanta, GA | Investments & Wealth Income (IMCA) | *CPWA Training on Retirement Planning | |
