Advancing Knowledge in Financial Planning
Conference/Event Speaking Schedule
Remaining events available for 2020:
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 2020-2021 calendar years.
Filter By:
and/or
Reset
January 2020
Date
Speaker
Location
Event / Details
Topics
13
Jeffrey Levine
Webinar
Brandywine Oak Private Wealth
*How The SECURE Act Changes Retirement (and Other) Planning
15
Michael Kitces
Kansas City, KS
*Generating Tax Alpha with Effective Asset Location
*AMA: Ask Michael Anything
*AMA: Ask Michael Anything
15-17
Jeffrey Levine
Atlanta, GA
Horsesmouth
*Savvy IRA Planning
*Savvy Tax Planning
21
Jeffrey Levine
Kansas City, MO
Strategic Partners
*How The SECURE Act Changes Retirement (and Other) Planning
29
Michael Kitces
Webinar
IWI Webinar
*SECURE Act
29-31
Jeffrey Levine
Las Vegas, NV
Horsesmouth
*Savvy IRA Planning
*Savvy Tax Planning
*Savvy Tax Planning
30
Jeffrey Levine
Webinar
BAM
*SECURE Act
February 2020
Date
Speaker
Location
Event / Details
Topics
3
Jeffrey Levine
Scottsdale, AZ
*An Advisor’s Guide to the New 20% Pass-Through Deduction
*Estate Planning for Income Taxes
*Trusts as Beneficiaries of IRAs
*Estate Planning for Income Taxes
*Trusts as Beneficiaries of IRAs
4
Michael Kitces
Tysons, VA
NAIFA
*Five Industry Trends Reshaping Financial Advice
5
Jeffrey Levine
Webinar
Thrivent
*SECURE Act
11
Jeffrey Levine
Webinar
GWN
*How The SECURE Act Changes Retirement (and Other) Planning
13
Jeffrey Levine
Webinar
Elite Advisor Group
*How The SECURE Act Changes Retirement (and Other) Planning
13
Derek Tharp
Dallas, TX
*How Earnings Growth Throughout the Lifecycle Impacts Retirement Savings Strategies
13
Michael Kitces
Miami, FL
Zero Alpha Group
*Five Industry Trends Reshaping Financial Advice
13
Jeffrey Levine
Webinar
NAPFA Genesis
*How The SECURE Act Changes Retirement (and Other) Planning
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
*How The SECURE Act Changes Retirement (and Other) Planning
*Estate Planning for Income Taxes: Maximizing Basis Planning Opportunities
*Estate Planning for Income Taxes: Maximizing Basis Planning Opportunities
March 2020
Date
Speaker
Location
Event / Details
Topics
5
Michael Kitces
Webinar
Private Event
*Nailing Your Niche
*Client Experience
*Client Experience
18
Michael Kitces
Webinar
Private Event
24
Jeffrey Levine
Chicago, IL
IWI
*Being rescheduled
*CPWA Training on Retirement Planning
*CPWA Training on Retirement Planning
25
Michael Kitces
Atlanta, GA
Private Event
*Being rescheduled
*Five Industry Trends Reshaping Financial Advice
*Five Industry Trends Reshaping Financial Advice
26
Michael Kitces
Seattle, WA
*Being rescheduled
*Five Industry Trends Reshaping Financial Advice
*Setting a Proper Asset Allocation Glidepath In Retirement
*Five Industry Trends Reshaping Financial Advice
*Setting a Proper Asset Allocation Glidepath In Retirement
April 2020
Date
Speaker
Location
Event / Details
Topics
9
Jeffrey Levine
Webinar
Alliance of Comprehensive Planners
15
Jeffrey Levine
Webinar
TD Ameritrade
15
Michael Kitces
Webinar
Broadridge Financial (fi360)
*Tax Efficient Withdrawal Strategies in Retirement
16
Michael Kitces
Webinar
Texas A&M
22
Michael Kitces
Webinar
LPL
*At The Capacity Crossroads: 3 Visions For Scaling the Advisory Firm You Want
23
Michael Kitces
Westlake, OH
Cedar Brook Group
*Rescheduling
23
Michael Kitces
Webinar
Broadridge Financial (fi360)
*Tax Efficient Withdrawal Strategies in Retirement
29
Michael Kitces
Webinar
ZAG Webinar #1
*AMA: Ask Michael Anything
29
Michael Kitces
Webinar
ZAG Webinar #2
*Future of Financial Planning in the Digital Age
May 2020
Date
Speaker
Location
Event / Details
Topics
4
Michael Kitces
Webinar
RMEF
*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
13
Jeffrey Levine
Webinar
FPA Philadelphia
*Coronavirus Stimulus Bill – New Rules, Planning Strategies and Opportunities
*How The SECURE Act Changes Retirement (and Other) Planning
*How The SECURE Act Changes Retirement (and Other) Planning
13
Michael Kitces
Webinar
Zero Alpha Group
*Applying Behavioral Finance in your Financial Planning Practice
13
Jeffrey Levine
Philadelphia, PA
*How The SECURE Act Changes Retirement (and Other) Planning
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
20
Michael Kitces
Webinar
Educe – Open For Opportunity
*Success Mindset
26
Michael Kitces
San Francisco, CA
*Best Practices to Leverage Technology, Manage Growth, Scale and Build Efficiencies
*Advanced Planning Concepts in Long-Term Care Insurance
29
Michael Kitces
Boston, MA
Private Event
*Five Industry Trends Reshaping Financial Advice
29
Michael Kitces
Boston, MA
IWI
TBD
June 2020
Date
Speaker
Location
Event / Details
Topics
2
Michael Kitces
Philadelphia, PA
Private Event
*Five Industry Trends Reshaping Financial Advice
3
Michael Kitces
Webinar
RBC Wealth Management
*Future of Financial Planning in the Digital Age
4
Jeffrey Levine
Webinar
FPA Massachusetts
*TBD
4
Michael Kitces
Syracuse, NY
FPA Central New York
TBD
4
Jeffrey Levine
Richmond, VA
FPA Central Virginia
TBD
9
Jeffrey Levine
Webinar
FPA San Francisco
*How The SECURE Act Changes Retirement (and Other) Planning
10
Michael Kitces
Webinar
Educe – Open For Opportunity
*Focused Growth
11
Michael Kitces
Webinar
Pershing
*Panel Discussion
16
Jeffrey Levine
Brooklyn Center, MN
MNCPA
*TBD
17
Michael Kitces
Chicago, IL
IWI
*CPWA Training on Retirement Planning
24
Jeffrey Levine
Webinar
AICPA
*TBD
July 2020
Date
Speaker
Location
Event / Details
Topics
8-10
Jeffrey Levine
New York, NY
Horsesmouth
*Savvy IRA Planning
*Savvy Tax Planning
*Savvy Tax Planning
15
Michael Kitces
Webinar
NAPFA Genesis
*AMA: Ask Michael Anything
15
Michael Kitces
Webinar
AICPA
*TBD
16
Michael Kitces
Grand Rapids, MI
FPA Michigan
*TBD
23
Michael Kitces
Webinar
Beacon Pointe
*TBD
26-27
Derek Tharp
New Orleans, LA
*How Real Retirement Spending Patterns Change Traditional Retirement Withdrawal Strategies
29
Jeffrey Levine
Delaware
American College
*TBD
August 2020
Date
Speaker
Location
Event / Details
Topics
12
Jeffrey Levine
Webinar
AICPA
*TBD
13
Jeffrey Levine
Richmond, VA
FPA Central Virginia
*Managing and Minimizing RMD Obligations
*10 Essential Questions to Lower Clients’ Tax Liabilities
*10 Essential Questions to Lower Clients’ Tax Liabilities
21
Jeffrey Levine
Camarillo, CA
FPA Ventura County
*TBD
26
Jeffrey Levine
Webinar
IWI
TBD
26
Michael Kitces
Austin, TX
IWI
*CPWA Training on Retirement Planning
29
Jeffrey Levine
Delaware
Brandywine Oak
*TBD
September 2020
Date
Speaker
Location
Event / Details
Topics
3
Michael Kitces
Baltimore, MD
LPL
*TBD
8
Derek Tharp
South Africa
Old Mutual Wealth
*TBD
9
Michael Kitces
Park City, UT
Townsquare Capital
TBD
9-11
Jeffrey Levine
Chicago, IL
Horsesmouth
*Savvy IRA Planning
*Savvy Tax Planning
*Savvy Tax Planning
15
Michael Kitces
Philadelphia, PA
Private Event
16
Jeffrey Levine
Austin, TX
IWI
*CPWA Training on Retirement Planning
16
Michael Kitces
San Diego, CA
FPA San Diego
TBD
17
Michael Kitces
Denver, CO
Private Event
TBD
17
Jeffrey Levine
Cincinnati, OH
FPA SW Ohio
*How The SECURE Act Changes Retirement (and Other) Planning
25
Jeffrey Levine
Webinar
FPA Georgia
TBD
October 2020
Date
Speaker
Location
Event / Details
Topics
7
Jeffrey Levine
Greenville, DE
Brandywine Oak Private Wealth
*How The SECURE Act Changes Retirement (and Other) Planning
8
Michael Kitces
Chicago, IL
IWI
*CPWA Training on Retirement Planning
9
Michael Kitces
Denver, CO
Private Event
*Five Industry Trends Reshaping Financial Advice
15
Michael Kitces
Baltimore, MD
The Associated: Jewish Community Federation of Baltimore
*TBD
15
Michael Kitces
Columbia, MD
FPA Maryland
*TBD
21
Jeffrey Levine
Webinar
AICPA
*Year-end Review
November 2020
Date
Speaker
Location
Event / Details
Topics
3
Michael Kitces
Minnepolis, MN
FPA Minnesota
TBD
12
Michael Kitces
Columbus, OH
FPA Central Ohio
*TBD
18
Jeffrey Levine
TBD
IWI
*CPWA Training on Retirement Planning
19
Jeffrey Levine
Miami, FL
FPA Miami
*TBD
19
Michael Kitces
Monterrey, CA
LPL
*TBD
December 2020
Date
Speaker
Location
Event / Details
Topics
7
Jeffrey Levine
Hollywood, FL
IWI
TBD
2021 Events
May 2021
Date
Speaker
Location
Event / Details
Topics
6
Jeffrey Levine
San Diego, CA
NAPFA National
*TBD
June 2021
Date
Speaker
Location
Event / Details
Topics
3
Michael Kitces
Richmond, VA
FPA Central Virginia
TBD
October 2021
Date
Speaker
Location
Event / Details
Topics
21
Michael Kitces
Cleveland, OH
FPA NE Ohio
*TBD
