Advancing Knowledge in Financial Planning
Conference/Event Speaking Schedule
Remaining events available for 2026:
Michael Kitces
Total In-Person Available: 12
Remaining: 1
Jeffrey Levine
Total In-Person Available: 22
Remaining: 9
Meghaan Lurtz
Total In-Person Available: 3
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
3
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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July 2026
Date
Speaker
Location
Event / Details
Topics
16
Michael Kitces
Webinar
YCharts
*AMA
21
Michael Kitces
Webinar
Zocks
*Panel
23
Meghaan Lurtz
Webinar
The Financial Adviser Scale Squad
*Fine to Flourish – Making Monitoring Meetings Fun Again!
31
Ben Henry-Moreland
Minneapolis, MN
Garrett Planning Network
*HSA Planning: Maximizing Tax-Advantaged Savings for Clients’ Health Care Expenses
*Tax Planning For The “ONE BIG BEAUTIFUL BILL”
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
*The Four Factors That Really Drive Advicer Productivity
*Tax Efficient Withdrawal Strategies in Retirement
27
Michael Kitces
Webinar
Allan Gray
*TBD
September 2026
Date
Speaker
Location
Event / Details
Topics
2
Michael Kitces
Webinar
ValMark Financial Group
*TBD
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
6
Michael Kitces
Las
CFP Board
*Scaling Advice: From Financial Advisor to Financial Advicer
14-15
Ben Henry-Moreland
Atlanta, GA
NAPFA
*Roundtable
16
Jeffrey Levine
Chicago, IL
FPA Illinois
*Tax Planning Opportunities Under OBBBA
20
Jeffrey Levine
Fort Lauderdale, FL
GWN Securities
*TBD
21
Shelitha Smodic
Webinar
Wealthbox
*TBD
21
Michael Kitces
Charlotte, NC
Dimensional Fund Advisors
*TBD
22
Michael Kitces
Austin, TX
Arizent
*TBD
29
Adam Van Deusen
Raleigh, NC
*Helping Nervous Clients Understand And Financially Plan For The (True) State Of The Social Security System
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).
17
Derek Tharp
Webinar
Wealthbox
*TBD
18
Jeffrey Levine
Webinar
Clark Capital
*TBD
December 2026
Date
Speaker
Location
Event / Details
Topics
15
Michael Kitces
Webinar
Wealthbox
*TBD
2027 Events
February 2027
Date
Speaker
Location
Event / Details
Topics
2
Michael Kitces
Overland Park, KS
CreativeOne
*TBD
24
Michael Kitces
Orlando, FL
Kingdom Advisors
*TBD
25
Adam Van Deusen
New York, NY
FPA Northeastern Symposium
*TBD
April 2027
Date
Speaker
Location
Event / Details
Topics
27
Michael Kitces
Columbus, OH
FPA All-Ohio
*TBD
May 2027
Date
Speaker
Location
Event / Details
Topics
13
Jeffrey Levine
Overland Park, KS
MOKAN
*TBD
June 2027
Date
Speaker
Location
Event / Details
Topics
11
Jeffrey Levine
Richmond, VA
FPA Central Virginia
*TBD
