Advancing Knowledge in Financial Planning
Conference/Event Speaking Schedule
Remaining events available for 2020:
Michael Kitces
Total Available: 40
Remaining: 2
Jeffrey Levine
Total Available: 30
Remaining: 13
Dr. Derek Tharp
Total Available: 15
Remaining: 12
Michael Kitces
Jeffrey Levine
Dr. Derek Tharp
Total Available
40
30
15
Remaining
2
13
12
Interested in having one of us speak? Details here.
The events Listed below are for the 2020-2021 calendar years.
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January 2020
Date
Speaker
Location
Event / Details
Topics
13
Jeffrey Levine
Webinar
Brandywine Oak Private Wealth
Secure Act
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
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
12
Michael Kitces
Irvine, CA
*AMA: Ask Michael Anything
*Trusts as Beneficiaries of IRAs
*Trusts as Beneficiaries of IRAs
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
March 2020
Date
Speaker
Location
Event / Details
Topics
19
Jeffrey Levine
Greenville, DE
Brandywine Oak Private Wealth
TBD
19
Michael Kitces
New Orleans, LA
Educe Limitless Adviser Event
TBD
23
Derek Tharp
New Orleans, LA
How Real Retirement Spending Patterns Change Traditional Retirement Withdrawal Strategies
26
Michael Kitces
Seattle, WA
*Five Industry Trends Reshaping Financial Advice
*Setting a Proper Asset Allocation Glidepath In Retirement
*Setting a Proper Asset Allocation Glidepath In Retirement
April 2020
Date
Speaker
Location
Event / Details
Topics
23
Michael Kitces
Westlake, OH
Cedar Brook Group
TBD
May 2020
Date
Speaker
Location
Event / Details
Topics
6-7
Jeffrey Levine
Denver, CO
NAPFA National
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
8
Jeffrey Levine
Atlanta, GA
FPA Georgia
TBD
12
Jeffrey Levine
Walla Walla, WA
Estate Planning Council of Walla Walla
TBD
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
26
Michael Kitces
San Francisco, CA
*Best Practices to Leverage Technology, Manage Growth, Scale and Build Efficiencies >br< *Advanced Planning Concepts in Long-Term Care Insurance
June 2020
Date
Speaker
Location
Event / Details
Topics
4
Michael Kitces
Syracuse, NY
FPA Central New York
TBD
4
Jeffrey Levine
Richmond, VA
FPA Central Virginia
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
September 2020
Date
Speaker
Location
Event / Details
Topics
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
16
Michael Kitces
San Diego, CA
FPA San Diego
TBD
17
Michael Kitces
Denver, CO
Educe Limitless Adviser Event
TBD
November 2020
Date
Speaker
Location
Event / Details
Topics
3
Michael Kitces
Minnepolis, MN
FPA Minnesota
TBD
20
Michael Kitces
Columbus, OH
FPA Central Ohio
TBD
2021 Events
June 2021
Date
Speaker
Location
Event / Details
Topics
3
Michael Kitces
Richmond, VA
FPA Central Virginia
TBD
