Conference/Event Speaking Schedule
Remaining events available for this year:
Michael Kitces
Total Available: 40
Remaining: 7
Jeffrey Levine
Total Available: 40
Remaining: 28
Dr. Derek Tharp
Total Available: 15
Remaining: 13
Michael Kitces
Jeffrey Levine
Dr. Derek Tharp
Total Available
40
40
15
Remaining
7
28
13
Interested in having one of us speak? Details here.
The events Listed below are for the 2019/2020 calendar year.
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January 2019
Date
Speaker
Location
Event / Details
Topics
15
Michael Kitces
Nashville, TN
Securities America
*Five Industry Trends Reshaping Financial Advice
21
Jeffrey Levine
Kansas City, MO
Strategic Partners Annual Education Forum
*An Advisor’s Guide to the New 20% Pass-Through Deduction
24
Michael Kitces
Sacramento, CA
*Trusts as Beneficiaries of IRAs
*Advanced Roth Conversion Strategies
*Advanced Roth Conversion Strategies
February 2019
Date
Speaker
Location
Event / Details
Topics
7
Michael Kitces
St. Louis, MO
*Expanding the Framework of Safe Withdrawal Rates
*Rethinking Risk Tolerance for Retiring Clients
*Rethinking Risk Tolerance for Retiring Clients
13
Michael Kitces
Webinar
NAPFA Genesis
*Interview Style - Ask Me Anything
19-20
Michael Kitces
Sydney, Australia
Portfolio Construction Forum – Finology 2019
*Five Industry Trends Reshaping Financial Advice
25
Michael Kitces
Webinar
United Capital
*Tax Efficient Withdrawal Strategies in Retirement
27
Michael Kitces
Houston, TX
Eagle Strategies
*Panel Discussion
March 2019
Date
Speaker
Location
Event / Details
Topics
4
Jeffrey Levine
Atlanta, GA
*Advanced Roth Conversion Planning
*An Advisor’s Guide to the New 20% Pass-Through Deduction
*An Advisor’s Guide to the New 20% Pass-Through Deduction
5
Michael Kitces
Salt Lake City, UT
Private Event
*Five Industry Trends Reshaping Financial Advice
13
Jeffrey Levine
Webinar
Investments & Wealth Institute
*An Advisor’s Guide to the New 20% Pass-Through Deduction
13
Michael Kitces
Knoxville, TN
*Five Industry Trends Reshaping Financial Advice
*An In-Depth Look At Optimal Rebalancing Strategies
*An In-Depth Look At Optimal Rebalancing Strategies
21
Michael Kitces
Salt Lake City, UT
*Future of Financial Planning in the Digital Age
22
Jeffrey Levine
Fairborn, OH
Private Event
*Everything You Ever Wanted to Know About Lifetime RMDs... And More
*An Advisor’s Guide to the New 20% Pass-Through Deduction
*An Advisor’s Guide to the New 20% Pass-Through Deduction
27
Michael Kitces
Chicago, IL
Investments & Wealth Institute
*CPWA Training on Retirement Planning
April 2019
Date
Speaker
Location
Event / Details
Topics
4
Michael Kitces
Nashville, TN
*Tax Planning Developments & Opportunities Under TCJA
*Expanding the Framework of Safe Withdrawal Rates
*Expanding the Framework of Safe Withdrawal Rates
18
Michael Kitces
Chicago, IL
*Five Industry Trends Reshaping Financial Advice
18
Michael Kitces
Chicago, IL
*Rethinking Risk Tolerance for Retiring Clients
23
Michael Kitces
Scottsdale, AZ
FormulaFolio Investments
*Five Industry Trends Reshaping Financial Advice
30
Michael Kitces
Mashantucket, CT
Integrated Financial Partners
*Five Industry Trends Reshaping Financial Advice
May 2019
Date
Speaker
Location
Event / Details
Topics
2
Michael Kitces
Allentown, PA
*Five Industry Trends Reshaping Financial Advice
6
Michael Kitces
Las Vegas, NV
*Tax Efficient Drawdown Strategies
*Advanced Roth Conversion Strategies
14
Michael Kitces
Austin, TX
*Tax Planning Developments and Opportunities Under TCJA
*Strategies For Managing Sequence Of Return Risk In Retirement
*Strategies For Managing Sequence Of Return Risk In Retirement
15
Michael Kitces
Chicago, IL
*Setting a Proper Asset Allocation Glidepath In Retirement
*Panel: What if your client is retiring today?
*Panel: What if your client is retiring today?
16
Michael Kitces
Dallas, TX
*Tax Efficient Retirement Withdrawals
*Advanced Roth Conversion Strategies
22
Michael Kitces
Webinar
Private Event
*Interview Style - Ask Me Anything
22
Michael Kitces
Webinar
AICPA
*Rethinking Risk Tolerance for Retiring Clients
28-29
Michael Kitces
San Francisco, CA
*Five Industry Trends Reshaping Financial Advice
*Evaluating Existing Variable Annuities: What Every Advisor Needs to Know
*Evaluating Existing Variable Annuities: What Every Advisor Needs to Know
June 2019
Date
Speaker
Location
Event / Details
Topics
6
Derek Tharp
Houston, TX
*Insights From The First Kitces.com Survey On The Real Financial Planning Process
*How Real Retirement Spending Patterns Change Traditional Retirement Withdrawal Strategies
*How Real Retirement Spending Patterns Change Traditional Retirement Withdrawal Strategies
6
Michael Kitces
Richmond, VA
*Evaluating Existing Variable Annuities: What Every Advisor Needs to Know
*To Roth or Not to Roth
*To Roth or Not to Roth
10-11
Michael Kitces
Las Vegas, NV
*Life & Death Tax Planning for Annuities
*Best Ideas for Retirement
13
Michael Kitces
Phoenix, AZ
Private Event
TBD
17
Jeffrey Levine
Webinar
United Capital
*An Advisor’s Guide to the New 20% Pass-Through Deduction
20
Jeffrey Levine
Brooklyn Center, MN
*IRA Planning for Baby Boomers
*Everything You Ever Wanted to Know About Lifetime RMDs... And More
*Advanced Roth Conversion Planning: How to Squeeze More Juice Out of the Tax Lemon
*Everything You Ever Wanted to Know About Lifetime RMDs... And More
*Advanced Roth Conversion Planning: How to Squeeze More Juice Out of the Tax Lemon
27
Michael Kitces
Chicago, IL
Investments & Wealth Institute
*CPWA Training on Retirement Planning
July 2019
Date
Speaker
Location
Event / Details
Topics
16
Michael Kitces
NYC
In | Vest 2019
TBD
17
Michael Kitces
Webinar
AICPA
*Understanding Longevity Annuities and their Potential Role in Retirement Income
September 2019
Date
Speaker
Location
Event / Details
Topics
17
Jeffrey Levine
Golden Valley, MN
*An Advisor’s Guide to the New 20% Pass-Through Deduction
*Advanced Roth Conversion Planning: How to Squeeze More Juice Out of the Tax Lemon
*Advanced Roth Conversion Planning: How to Squeeze More Juice Out of the Tax Lemon
18
Michael Kitces
Chicago, IL
Investments & Wealth Institute
*CPWA Training on Retirement Planning
19
Michael Kitces
Cincinnati, OH
FPA Southwestern Ohio
TBD
20
Michael Kitces
Bowling Green, KY
Western Kentucky University
TBD
23
Jeffrey Levine
Webinar
United Capital
*Everything You Ever Wanted to Know About Lifetime RMDs... And More
25
Michael Kitces
Webinar
FPA Phoenix
TBD
October 2019
Date
Speaker
Location
Event / Details
Topics
22
Michael Kitces
Des Moines, IA
FPA Iowa
TBD
November 2019
Date
Speaker
Location
Event / Details
Topics
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
*An Advisor’s Guide to the New 20% Pass-Through Deduction
*An Advisor’s Guide to the New 20% Pass-Through Deduction
December 2019
Date
Speaker
Location
Event / Details
Topics
11
Jeffrey Levine
Atlanta, GA
Investments & Wealth Institute
*CPWA Training on Retirement Planning
12
Michael Kitces
Amelia Island, FL
IWI Retirement Management Forum
*TBD
16
Derek Tharp
Webinar
United Capital
*How Real Retirement Spending Patterns Change Traditional Retirement Withdrawal Strategies
2020 Events
June 2020
Date
Speaker
Location
Event / Details
Topics
4
Michael Kitces
Syracuse, NY
FPA Central New York
TBD
October 2020
Date
Speaker
Location
Event / Details
Topics
13
Michael Kitces
Orlando, FL
Valmark Financial Group Conference
TBD
