Conference/Event Speaking Schedule

Remaining events available for this year:

Michael Kitces

Total Available: 40
Remaining: 7

Jeffrey Levine

Total Available: 40
Remaining: 33

Dr. Derek Tharp

Total Available: 15
Remaining: 12
Michael Kitces
Jeffrey Levine
Dr. Derek Tharp
Total Available
40
40
15
Remaining
7
33
12

Interested in having one of us speak? Details here.

The events Listed below are for the 2018/2019 calendar year.
Filter By:
and/or
Reset

July 2018

Date
Speaker
Location
Event / Details
Topics
11
Michael Kitces
New York City, NY
*Panel Session on The Rise of the Model Marketplace
11
Michael Kitces
Webinar
AICPA
*Tax Planning Developments & Opportunities Under TCJA
18
Michael Kitces
Webinar
NAPFA Genesis
*Interview Style
24
Michael Kitces
Webinar
*Tax Planning Developments & Opportunities Under TCJA
29
Michael Kitces
Boston, MA
LPL Focus Conference
*Five Industry Trends Reshaping Financial Advice

August 2018

Date
Speaker
Location
Event / Details
Topics
6
Michael Kitces
San Diego, CA
CUSO Financial Services
*Future of Financial Planning in the Digital Age *Interview Style - Ask Me Anything
13
Michael Kitces
Webinar
AICPA
*Tax Planning Developments & Opportunities Under TCJA
15
Michael Kitces
Irvine, CA
*Tax Planning Developments & Opportunities Under TCJA
*Estate Planning in 2018 & Beyond
16
Michael Kitces
Los Angeles, CA
Investments & Wealth Institute (IMCA)
*CPWA Training on Retirement Planning
23
Michael Kitces
Webinar
Private Event
*Interview Style - Ask Me Anything
27
Michael Kitces
Webinar
Private Event
*Estate Planning in 2018 & Beyond
28
Michael Kitces
Webinar
Investments & Wealth Income (IWI)
*Strategies For Managing Sequence Of Return Risk In Retirement
29
Michael Kitces
Webinar
AICPA
*An In-Depth Look At Optimal Rebalancing Strategies

September 2018

Date
Speaker
Location
Event / Details
Topics
5
Michael Kitces
Webinar
Loring Ward
*Social Media for Financial Planners
6
Michael Kitces
Phoenix, AZ
CUNA Mutual Group
*Five Industry Trends Reshaping Financial Advice
20
Michael Kitces
Webinar
Private Event
*Five Industry Trends Reshaping Financial Advice
20
Michael Kitces
Webinar
Retirement Funding Solutions
*Strategies For Managing Sequence Of Return Risk In Retirement
21
Michael Kitces
Webinar
Educe, Inc.
*Interview Style - Ask Me Anything
26
Michael Kitces
Chicago, IL
Investments & Wealth Institute (IMCA)
*CPWA Training on Retirement Planning

October 2018

Date
Speaker
Location
Event / Details
Topics
2
Michael Kitces
San Francisco, CA
Loring Ward
*Future of Financial Planning in the Digital Age
8
Michael Kitces
Chicago, IL
*Tax Planning Developments & Opportunities Under TCJA
9
Michael Kitces
Minneapolis, MN
*Future of Financial Planning in the Digital Age *Five Industry Trends Reshaping Financial Advice
10
Michael Kitces
Chicago, IL
Private Event
*Five Industry Trends Reshaping Financial Advice
16
Jeffrey Levine
Philadelphia, PA
*10 Critical IRA Errors Advisors Must Avoid
*An Advisor’s Guide to the New 20% Pass-Through Deduction
18
Jeffrey Levine
Cleveland, OH
*Estate Planning in the Modern Age
*Everything You Ever Wanted to Know About Lifetime RMDs... And More
18
Michael Kitces
Albany, NY
Cadaret, Grant & Co.
*Tax Planning Developments & Opportunities Under TCJA
*Estate Planning in 2018 & Beyond
22
Jeffrey Levine
St. Louis, MO
BAM Alliance
*10 Critical IRA Errors Advisors Must Avoid
*An Advisor’s Guide to the New 20% Pass-Through Deduction
23
Michael Kitces
St. Louis, MO
BAM Alliance
*What I’ve Learned Panel
*Advanced Roth Conversion Strategies
24
Jeffrey Levine
Wausau, WI
FSP – Wisconsin
*IRA Planning for Baby Boomers
*An Advisor’s Guide to the New 20% Pass-Through Deduction
24
Michael Kitces
Minneapolis, MN
*Future of Financial Planning in the Digital Age
25
Jeffrey Levine
Eau Palm Beach, FL
Private Event
*10 Critical IRA Errors Advisors Must Avoid
*Advanced Roth Conversion Planning: How to Squeeze More Juice Out of the Tax Lemon
28
Jeffrey Levine
Washington, DC
Schwab IMPACT
*An Advisor’s Guide to the New 20% Pass-Through Deduction
*10 Critical IRA Errors Advisors Must Avoid
30
Jeffrey Levine
Bethesda, MD
Estate Planning Council of Montgomery County
*IRA Planning for Baby Boomers
30
Michael Kitces
Washington, DC
Schwab IMPACT
*Five Industry Trends Reshaping Financial Advice

November 2018

Date
Speaker
Location
Event / Details
Topics
8
Michael Kitces
Dallas, TX
Investments & Wealth Institute (IMCA)
*CPWA Training on Retirement Planning
14
Jeffrey Levine
Davenport, IA
NelsonCorp Wealth Management
*10 Essential Questions to Lower Clients’ Tax Liabilities
*Advanced Roth Conversion Planning: How to Squeeze More Juice Out of the Tax Lemon
19
Michael Kitces
San Francisco, CA
Private Event
*Future of Financial Planning in the Digital Age *Social Media for Financial Planners
28
Michael Kitces
Webinar
BAM Alliance
*Advanced Planning Concepts in Long-Term Care Insurance
28
Michael Kitces
Baltimore, MD
Private Event
*Tax Planning Developments & Opportunities Under TCJA

December 2018

Date
Speaker
Location
Event / Details
Topics
3
Michael Kitces
Amelia Island, FL
*Generating Tax Alpha with Effective Asset Location
10
Michael Kitces
Webinar
Private Event
*Future of Financial Planning in the Digital Age
12
Michael Kitces
Atlanta, GA
Investments & Wealth Institute (IWI)
*CPWA Training on Retirement Planning
17
Michael Kitces
Reston, VA
NAPFA DC Study Group
*Future of Financial Planning in the Digital Age *Rethinking Risk Tolerance for Retiring Clients

2019 Events

January 2019

Date
Speaker
Location
Event / Details
Topics
15
Michael Kitces
Nashville, TN
Securities America
*Five Industry Trends Reshaping Financial Advice
24
Michael Kitces
Sacramento, CA
*Trusts as Beneficiaries of IRAs *Advanced Roth Conversion Strategies
28-29
Jeffrey Levine
Honolulu, HI
Sessions for IRAs

February 2019

Date
Speaker
Location
Event / Details
Topics
7
Michael Kitces
St. Louis, MO
TBD
27
Michael Kitces
Houston, TX
Eagle Strategies
*Panel Discussion

March 2019

Date
Speaker
Location
Event / Details
Topics
4
Jeffrey Levine
Atlanta, GA
NAPFA South
TBD
5
Michael Kitces
Salt Lake City, UT
Private Event
TBD
13
Michael Kitces
Knoxville, TN
TBD
21
Michael Kitces
Salt Lake City, UT
TBD

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
30
Michael Kitces
Webinar
Online CPWA Alumni Event
TBD

May 2019

Date
Speaker
Location
Event / Details
Topics
1
Michael Kitces
Austin, TX
TBD
2
Michael Kitces
Allentown, PA
TBD
6
Michael Kitces
Las Vegas, NV
*Tax Efficient Drawdown Strategies *Advanced Roth Conversion Strategies
9
Michael Kitces
Chicago, IL
*Five Industry Trends Reshaping Financial Advice
14
Michael Kitces
Austin, TX
NAPFA National
*Evaluating Existing Variable Annuities: What Every Advisor Needs to Know
*Strategies For Managing Sequence Of Return Risk In Retirement
15
Michael Kitces
Chicago, IL
TBD
16
Michael Kitces
Dallas, TX
TBD
28
Michael Kitces
San Francisco, CA
*Five Industry Trends Reshaping Financial Advice
*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
6
Michael Kitces
Richmond, VA
TBD
10-11
Michael Kitces
Las Vegas, NV
*Life & Death Tax Planning for Annuities *Best Ideas for Retirement

September 2019

Date
Speaker
Location
Event / Details
Topics
19
Michael Kitces
Cincinnati, OH
FPA Southwestern Ohio
TBD
19
Derek Tharp
Columbus, OH
TBD
20
Michael Kitces
Bowling Green, KY
Western Kentucky University
TBD

October 2019

Date
Speaker
Location
Event / Details
Topics
22
Michael Kitces
Des Moines, IA
FPA Iowa
TBD
23
Michael Kitces
Spokane, WA
TBD
24
Michael Kitces
Cleveland, OH
TBD
[name]
[name]
[groups]
[groups]
[name]
[name]
[groups]
[groups]
[name]
[name]
[groups]
[groups]
[name]
[name]
[groups]
[groups]
[name]
[name]
[groups]
[groups]
[name]
[name]
[groups]
[groups]
[name]
[name]
[groups]
[groups]
[name]
[name]
[groups]
[groups]
[name]
[name]
[groups]
[groups]
[name]
[name]
[groups]
[groups]
[name]
[name]
[groups]
[groups]
[name]
[name]
[groups]
[groups]
[name]
[name]
[groups]
[groups]
[name]
[name]
[groups]
[groups]
[name]
[name]
[groups]
[groups]
[name]
[name]
[groups]
[groups]
[name]
[name]
[groups]
[groups]
[name]
[name]
[groups]
[groups]