Advancing Knowledge in Financial Planning
Conference/Event Speaking Schedule
Remaining events available for 2021:
Michael Kitces
Total In-Person Available: 40
Remaining: 5
Jeffrey Levine
Total In-Person Available: 30
Remaining: 12
Dr. Derek Tharp
Total In-Person Available: 15
Remaining: 7
Michael Kitces
Jeffrey Levine
Dr. Derek Tharp
Total In-Person Available
40
30
15
In-Person Available
5
12
7
Virtual Remaining
4/month
Flexible Based On Availability
Flexible Based On Availability
Interested in having one of us speak? Details here.
The events Listed below are for the 2021-2022 calendar years.
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January 2021
Date
Speaker
Location
Event / Details
Topics
19
Michael Kitces
Webinar
NextWealth
*Ask Michael Anything
19
Michael Kitces
Webinar
Investment Planning Counsel
*At The Capacity Crossroads: 3 Visions For Scaling the Advisory Firm You Want
21
Jeffrey Levine
Webinar
GWN Securities
Ask Me Anything
25
Michael Kitces
Webinar
FPA National Capital Area
*How The SECURE Act Changes Retirement (and Other) Planning
26
Jeffrey Levine
Webinar
*The Biden Tax Plan: Proposed Changes And Planning Opportunities
26
Jeffrey Levine
Webinar
Thrivent
*The Biden Tax Plan: Proposed Changes And Planning Opportunities
February 2021
Date
Speaker
Location
Event / Details
Topics
4
Jeffrey Levine
Webinar
The Estate Planning Council of Birmingham
*How The SECURE Act Changes Retirement (and Other) Planning
8
Jeffrey Levine
Webinar
Tulsa Estate Planning Forum
*The Biden Tax Plan: Proposed Changes and Planning Opportunities
10
Michael Kitces
Webinar
Private Event
*Five Industry Trends Reshaping Financial Advice
17
Michael Kitces
Webinar
Private Event
*Five Industry Trends Reshaping Financial Advice
March 2021
Date
Speaker
Location
Event / Details
Topics
4
Jeffrey Levine
Webinar
FSP New York City
*TBD
9
Jeffrey Levine
Webinar
FPA San Francisco
*Consolidated Appropriations Act, 2021: What Advisors Should Know About The Latest Stimulus Bill
11
Michael Kitces
Webinar
FPA Oregon and SW Washington
*Five Industry Trends Reshaping Financial Advice
25
Michael Kitces
Webinar
FPA Puget Sound
*Five Industry Trends Reshaping Financial Advice
26
Jeffrey Levine
Webinar
FPA Puget Sound
*How The SECURE Act Changes Retirement (and Other) Planning
April 2021
Date
Speaker
Location
Event / Details
Topics
20
Michael Kitces
Webinar
The Strategic Financial Alliance
*At the Capacity Crossroads: Three Visions For Scaling the Advisory Firm You Want
*Five Industry Trends Reshaping Financial Advice
*Five Industry Trends Reshaping Financial Advice
May 2021
Date
Speaker
Location
Event / Details
Topics
6
Jeffrey Levine
San Diego, CA
NAPFA National
*TBD
25
Jeffrey Levine
Harrisburg, PA
FPA of Central Pennsylvania
*TBD
June 2021
Date
Speaker
Location
Event / Details
Topics
1
Michael Kitces
Webinar
FPA NorCal
*Tech Panel
2
Jeffrey Levine
Webinar
FPA NorCal
*The Biden Tax Plan: Proposed Changes and Planning Opportunities
11
Jeffrey Levine
Webinar
FPA Central Virginia
*TBD
July 2021
Date
Speaker
Location
Event / Details
Topics
21
Michael Kitces
Webinar
NAPFA
*Ask Michael Anything
August 2021
Date
Speaker
Location
Event / Details
Topics
24
Michael Kitces
Kansas City, MO
FPA Greater Kansas City
*TBD
31
Michael Kitces
Austin, TX
Private Event
*TBD
September 2021
Date
Speaker
Location
Event / Details
Topics
9
Michael Kitces
Frontier Asset Management
*TBD
17
Jeffrey Levine
Indianapolis, IN
FPA Greater Indiana
*TBD
29
Michael Kitces
Indian Wells, CA
Riskalyze
*TBD
October 2021
Date
Speaker
Location
Event / Details
Topics
13
Michael Kitces
Las Vegas, Nevada
Carson Coaching
*TBD
21
Michael Kitces
Cleveland, OH
FPA NE Ohio
*TBD
