Advancing Knowledge in Financial Planning
Conference/Event Speaking Schedule
Remaining events available for 2022:
Michael Kitces
Total In-Person Available: 12
Remaining: 1
Jeffrey Levine
Total In-Person Available: 30
Remaining: 8
Dr. Derek Tharp
Total In-Person Available: 15
Remaining: 12
Meghaan Lurtz
Total In-Person Available: 10
Remaining: 4
Michael Kitces
Jeffrey Levine
Dr. Derek Tharp
Meghaan Lurtz
Total In-Person Available
12
30
15
10
In-Person Available
1
8
12
4
Virtual Remaining
2/month
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 2022-2023 calendar years.
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December 2022
Date
Speaker
Location
Event / Details
Topics
8
Jeffrey Levine
Tampa, FL
IF Partners
*TBD
8
Meghaan Lurtz
Philadelphia, PA
Retirement Management Executive Forum
*Upping Your Question Game: 25 Questions for Better Client Connections Throughout The Financial Planning Engagement
2023 Events
January 2023
Date
Speaker
Location
Event / Details
Topics
20
Jeffrey Levine
Philadelphia, PA
Janney Montgomery Scott
*TBD
26
Michael Kitces
Webinar
YCharts
*Scaling Advice: How To Make Planning More Efficient
February 2023
Date
Speaker
Location
Event / Details
Topics
3
Michael Kitces
Webinar
FPA Michigan Student Success Summit
*Ask Me Anything
21
Meghaan Lurtz
Webinar
Private Wealth Network
*Upping Your Question Game: 25 Questions for Better Client Connections Throughout The Financial Planning Engagement
27
Jeffrey Levine
St. Louis, MO
NAPFA Midwest
*TBD
May 2023
Date
Speaker
Location
Event / Details
Topics
10
Jeffrey Levine
Overland Park, KS
MOKAN Financial Trust Services
*TBD
