Advancing Knowledge in Financial Planning
Conference/Event Speaking Schedule
Remaining events available for 2026:
Michael Kitces
Total In-Person Available: 12
Remaining: 1
Jeffrey Levine
Total In-Person Available: 22
Remaining: 9
Meghaan Lurtz
Total In-Person Available: 3
Remaining: 6
Dr. Derek Tharp
Total In-Person Available: 15
Remaining: 11
Adam Van Deusen
Total In-Person Available: 6
Remaining: 4
Ben Henry-Moreland
Total In-Person Available: 8
Remaining: 4
Shelitha Smodic
Total In-Person Available: 6
Remaining: 5
Michael Kitces
Jeffrey Levine
Meghaan Lurtz
Dr. Derek Tharp
Adam Van Deusen
Ben Henry-Moreland
Shelitha Smodic
Total In-Person Available
12
22
3
15
6
8
6
In-Person Available
1
9
6
11
4
4
5
Virtual Remaining
2/month
Flexible Based On Availability
Flexible Based On Availability
Flexible Based On Availability
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 2025-2026 calendar years.
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September 2026
Date
Speaker
Location
Event / Details
Topics
15
Ben Henry-Moreland
Edina, MN
*Breaking Down Sec. 530A “Trump” Accounts: Rules, Planning Strategies, & How To Explain It All To Clients
15
Michael Kitces
Huntington Beach, CA
Savvy Wealth at Future Proof Festival
*Panel Discussion
15
Michael Kitces
Huntington Beach, CA
*What’s Really Working In Advisor Marketing: The Latest from Kitces Research
17
Derek Tharp
Portland, ME
Maine Estate Planning Council
*Why Delaying Your Social Security Benefits May Not Make Sense
24
Jeffrey Levine
Webinar
RightCapital
*TBD
25
Meghaan Lurtz
Winnipeg, MB
Institute of Advanced Financial Planners
*Upping Your Question Game: 25 Questions for Better Client Connections Throughout The Financial Planning Engagement
October 2026
Date
Speaker
Location
Event / Details
Topics
14-15
Ben Henry-Moreland
Atlanta, GA
NAPFA
*Roundtable
16
Jeffrey Levine
Chicago, IL
FPA Illinois
*Tax Planning Opportunities Under OBBBA
19
Michael Kitces
Webinar
eMoney
*AMA
20
Jeffrey Levine
Fort Lauderdale, FL
GWN Securities
*TBD
21
Shelitha Smodic
Webinar
Wealthbox
*TBD
21
Michael Kitces
Charlotte, NC
Dimensional Fund Advisors
*TBD
22
Michael Kitces
Austin, TX
Arizent
*TBD
27
Ben Henry-Moreland
Webinar
Maryland Association of CPAs
*Breaking Down Sec. 530A “Trump” Accounts: Rules, Planning Strategies, & How To Explain It All To Clients
29
Adam Van Deusen
Raleigh, NC
*Helping Nervous Clients Understand And Financially Plan For The (True) State Of The Social Security System
November 2026
Date
Speaker
Location
Event / Details
Topics
4
Adam Van Deusen
Webinar
Thornburg Investment Management, Inc.
*Accelerating Growth by Communicating How You’re Different (Instead of Better).
5
Michael Kitces
Webinar
Alphathena
*Fireside Discussion: Direct Indexing in 2026
17
Derek Tharp
Webinar
Wealthbox
*TBD
18
Jeffrey Levine
Webinar
Clark Capital
*TBD
18
Adam Van Deusen
Webinar
FPA of East Tennessee
*Accelerating Growth by Communicating How You’re Different (Instead of Better)
December 2026
Date
Speaker
Location
Event / Details
Topics
15
Michael Kitces
Webinar
Wealthbox
*TBD
2027 Events
February 2027
Date
Speaker
Location
Event / Details
Topics
2
Michael Kitces
Overland Park, KS
CreativeOne
*Five Industry Trends Reshaping Financial Advice
24
Michael Kitces
Orlando, FL
Kingdom Advisors
*TBD
25
Adam Van Deusen
New York, NY
FPA Northeastern Symposium
*TBD
Meghaan Lurtz
New York, NY
FPA Northeastern Symposium
*TBD
April 2027
Date
Speaker
Location
Event / Details
Topics
27
Michael Kitces
Columbus, OH
FPA All-Ohio
*TBD
May 2027
Date
Speaker
Location
Event / Details
Topics
13
Jeffrey Levine
Overland Park, KS
MOKAN
*TBD
June 2027
Date
Speaker
Location
Event / Details
Topics
11
Jeffrey Levine
Richmond, VA
FPA Central Virginia
*TBD
