Advancing Knowledge in Financial Planning
Conference/Event Speaking Schedule
Remaining events available for 2020:
Michael Kitces
Total Available: 40
Remaining: 17
Jeffrey Levine
Total Available: 40
Remaining: 26
Dr. Derek Tharp
Total Available: 15
Remaining: 13
Michael Kitces
Jeffrey Levine
Dr. Derek Tharp
Total Available
40
40
15
Remaining
17
26
13
Interested in having one of us speak? Details here.
The events Listed below are for the 2019-2021 calendar years.
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November 2019
Date
Speaker
Location
Event / Details
Topics
4
Jeffrey Levine
San Diego, CA
*Advanced Roth Conversion Planning: How to Squeeze More Juice Out of the Tax Lemon
6
Michael Kitces
San Diego, CA
*Opportunities And Challenges In Landscape for Financial Advice: A Nerd’s Eye View
12
Michael Kitces
Austin, TX
Private Event
*Five Industry Trends Reshaping Financial Advice
13
Michael Kitces
NYC
Private Event
*Five Industry Trends Reshaping Financial Advice
13
Jeffrey Levine
Greenville, DE
Brandywine Oak Private Wealth
*AMA: Ask Me Anything
14
Michael Kitces
Webinar
Pacific Life
*AMA: Ask Michael Anything
20
Michael Kitces
Westlake, TX
Private Event
*Five Industry Trends Reshaping Financial Advice
20
Michael Kitces
Dallas, TX
Investments & Wealth Institute
*CPWA Training on Retirement Planning
21
Jeffrey Levine
Miami, FL
*10 Critical IRA Errors Advisors Must Avoid
*Advanced Roth Conversion Planning: How to Squeeze More Juice Out of the Tax Lemon
December 2019
Date
Speaker
Location
Event / Details
Topics
3
Michael Kitces
McLean, VA
NAPFA DC Study Group
*New World of Social Security
*An In-Depth Look At Optimal Rebalancing Strategies
*An In-Depth Look At Optimal Rebalancing Strategies
5
Michael Kitces
Chevy Chase, MD
Private Event
*Five Industry Trends Reshaping Financial Advice
11
Jeffrey Levine
Atlanta, GA
Investments & Wealth Institute
*CPWA Training on Retirement Planning
2020 Events
January 2020
Date
Speaker
Location
Event / Details
Topics
15
Michael Kitces
Kansas City, KS
FPA Greater Kansas City
TBD
15
Jeffrey Levine
Atlanta, GA
Horsesmouth
*Savvy IRA Planning
16-17
Jeffrey Levine
Atlanta, GA
Horsesmouth
*Savvy Tax Planning
29
Jeffrey Levine
Las Vegas, NV
Horsesmouth
*Savvy IRA Planning
30-31
Jeffrey Levine
Las Vegas, NV
Horsesmouth
*Savvy Tax Planning
February 2020
Date
Speaker
Location
Event / Details
Topics
3
Jeffrey Levine
Scottsdale, AZ
*Planning to Maximize the Step-Up In Basis for Couples
4
Michael Kitces
Tysons, VA
NAIFA
*Five Industry Trends Reshaping Financial Advice
12
Michael Kitces
Irvine, CA
FPA Orange County
*AMA: Ask Michael Anything
13
Derek Tharp
Dallas, TX
*How Earnings Growth Throughout the Lifecycle Impacts Retirement Savings Strategies
13
Michael Kitces
Miami, FL
Zero Alpha Group
TBD
19
Michael Kitces
Orlando, FL
*Ask Michael Anything
*Five Industry Trends Reshaping Financial Advice
*Five Industry Trends Reshaping Financial Advice
27
Michael Kitces
Orlando, FL
Private Event
*Five Industry Trends Reshaping Financial Advice
28
Jeffrey Levine
Denver, CO
FPA Colorado
TBD
March 2020
Date
Speaker
Location
Event / Details
Topics
23
Derek Tharp
New Orleans, LA
How Real Retirement Spending Patterns Change Traditional Retirement Withdrawal Strategies
26
Michael Kitces
Seattle, WA
*Five Industry Trends Reshaping Financial Advice
*Setting a Proper Asset Allocation Glidepath In Retirement
*Setting a Proper Asset Allocation Glidepath In Retirement
April 2020
Date
Speaker
Location
Event / Details
Topics
23
Michael Kitces
Westlake, OH
Cedar Brook Group
TBD
May 2020
Date
Speaker
Location
Event / Details
Topics
6-7
Jeffrey Levine
Denver, CO
NAPFA National
TBD
6
Michael Kitces
Kansas City, MO
*Trusts as Beneficiaries of IRAs
*Expanding the Framework of Safe Withdrawal Rates
*Expanding the Framework of Safe Withdrawal Rates
12
Jeffrey Levine
Walla Walla, WA
Estate Planning Council of Walla Walla
TBD
14
Michael Kitces
Grand Rapids, MI
FPA Michigan
TBD
19
Michael Kitces
Austin, TX
Fi360
*Panel
*Tax Efficient Withdrawal Strategies in Retirement
*Tax Efficient Withdrawal Strategies in Retirement
26
Michael Kitces
San Francisco, CA
FPA NorCal
TBD
June 2020
Date
Speaker
Location
Event / Details
Topics
3
Michael Kitces
Harrisburg, PA
FPA Central Pennsylvania
TBD
4
Michael Kitces
Syracuse, NY
FPA Central New York
TBD
4
Jeffrey Levine
Richmond, VA
FPA Central Virginia
TBD
September 2020
Date
Speaker
Location
Event / Details
Topics
16
Michael Kitces
San Diego, CA
FPA San Diego
TBD
October 2020
Date
Speaker
Location
Event / Details
Topics
13
Michael Kitces
Orlando, FL
Valmark Financial Group Conference
TBD
November 2020
Date
Speaker
Location
Event / Details
Topics
3
Michael Kitces
Minnepolis, MN
FPA Minnesota
TBD
20
Michael Kitces
Columbus, OH
FPA Central Ohio
TBD
2021 Events
June 2021
Date
Speaker
Location
Event / Details
Topics
3
Michael Kitces
Richmond, VA
FPA Central Virginia
TBD
