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Conference/Event Speaking Schedule

Remaining events available for 2023:

Michael Kitces

Total In-Person Available: 12
Remaining: 1

Jeffrey Levine

Total In-Person Available: 30
Remaining: 2

Dr. Derek Tharp

Total In-Person Available: 15
Remaining: 12

Dr. Meghaan Lurtz

Total In-Person Available: 15
Remaining: 6

Adam Van Deusen

Total In-Person Available: 9
Remaining: 8

Ben Henry-Moreland

Total In-Person Available: 8
Remaining: 1
Michael Kitces
Jeffrey Levine
Dr. Derek Tharp
Dr. Meghaan Lurtz
Adam Van Deusen
Ben Henry-Moreland
Total In-Person Available
12
30
15
15
9
8
In-Person Available
1
2
12
6
8
1
Virtual Remaining
2/month
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 2022-2023 calendar years.
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March 2024

Date
Speaker
Location
Event / Details
Topics
14
Michael Kitces
West Palm Beach, FL
*At The Capacity Crossroads: 3 Visions For Scaling The Advisory Firm You Want
20
Derek Tharp
Albany, NY
FPA of Northeastern New York
*How Real Retirement Spending Patterns Change Traditional Retirement Withdrawal Strategies
21
Derek Tharp
Sioux Falls, SD
Sioux Falls Estate Planning Council
*How Real Retirement Spending Patterns Change Traditional Retirement Withdrawal Strategies
21
Jeffrey Levine
Chicago, IL
Chicago Booth
*CPWA Retirement Exam Prep and Sec 6 &10,CPWA Training on Retirement Planning

April 2024

Date
Speaker
Location
Event / Details
Topics
3
Michael Kitces
Webinar
YCharts
*TBD
29
Meghaan Lurtz
Marco Island, FL
Exit Planning Institute
*Upping Your Question Game: 25 Questions for Better Client Connections Throughout The Financial Planning Engagement

May 2024

Date
Speaker
Location
Event / Details
Topics
9
Jeffrey Levine
FPA New Jersey
*
9
Meghaan Lurtz
Columbia, MD
Howard County Estate Planning Council
*TBD
14
Michael Kitces
Cincinnati, OH
FPA Southwest Ohio
*TBD
15
Michael Kitces
Hollywood, FL
Informa
*AMA
16
Jeffrey Levine
Kansas City, KS
MOKAN
*Trusts as Beneficiaries of IRAs
28-29
Michael Kitces
San Francisco, CA
FPA NorCal
*Is My Advisory Firm Normal? 6 KPIs To Track & Compare
Jeffrey Levine
San Francisco, CA
FPA NorCal
*TBD

June 2024

Date
Speaker
Location
Event / Details
Topics
5-6
Jeffrey Levine
Las Vegas, NV
AICPA
*TBD
Michael Kitces
Las Vegas, NV
AICPA
*Panel
5
Meghaan Lurtz
Webinar
Academy of Financial Divorce Specialists
*TBD
13
Michael Kitces
FPA Central New York
*
20
Jeffrey Levine
Chicago, IL
Chicago Booth
*CPWA Retirement Exam Prep and Sec 6 &10,CPWA Training on Retirement Planning

September 2024

Date
Speaker
Location
Event / Details
Topics
19
Jeffrey Levine
Chicago, IL
Chicago Booth
*CPWA Retirement Exam Prep and Sec 6 &10,CPWA Training on Retirement Planning

October 2024

Date
Speaker
Location
Event / Details
Topics
1
Adam Van Deusen
Columbia, SC
South Carolina Financial Planning Association
*Accelerating Growth By Marketing How You're Different (Instead of Better)
24
Michael Kitces
Spokane, WA
FPA Spokane
*TBD
25
Michael Kitces
Nashville, TN
Nitrogen
*TBD