Conference/Event Speaking Schedule
Remaining events available for this year:
Michael Kitces
Total Available: 40
Remaining: 4
Jeffrey Levine
Total Available: 40
Remaining: 25
Dr. Derek Tharp
Total Available: 15
Remaining: 13
Michael Kitces
Jeffrey Levine
Dr. Derek Tharp
Total Available
40
40
15
Remaining
4
25
13
Interested in having one of us speak? Details here.
The events Listed below are for the 2019/2020 calendar year.
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January 2019
Date
Speaker
Location
Event / Details
Topics
15
Michael Kitces
Nashville, TN
Securities America
*Five Industry Trends Reshaping Financial Advice
21
Jeffrey Levine
Kansas City, MO
Strategic Partners Annual Education Forum
*An Advisor’s Guide to the New 20% Pass-Through Deduction
24
Michael Kitces
Sacramento, CA
*Trusts as Beneficiaries of IRAs
*Advanced Roth Conversion Strategies
*Advanced Roth Conversion Strategies
February 2019
Date
Speaker
Location
Event / Details
Topics
7
Michael Kitces
St. Louis, MO
*Expanding the Framework of Safe Withdrawal Rates
*Rethinking Risk Tolerance for Retiring Clients
*Rethinking Risk Tolerance for Retiring Clients
13
Michael Kitces
Webinar
NAPFA Genesis
*Interview Style - Ask Me Anything
19-20
Michael Kitces
Sydney, Australia
Portfolio Construction Forum – Finology 2019
*Five Industry Trends Reshaping Financial Advice
25
Michael Kitces
Webinar
United Capital
*Tax Efficient Withdrawal Strategies in Retirement
27
Michael Kitces
Houston, TX
Eagle Strategies
*Panel Discussion
March 2019
Date
Speaker
Location
Event / Details
Topics
4
Jeffrey Levine
Atlanta, GA
*Advanced Roth Conversion Planning
*An Advisor’s Guide to the New 20% Pass-Through Deduction
*An Advisor’s Guide to the New 20% Pass-Through Deduction
5
Michael Kitces
Salt Lake City, UT
Private Event
*Five Industry Trends Reshaping Financial Advice
13
Jeffrey Levine
Webinar
Investments & Wealth Institute
*An Advisor’s Guide to the New 20% Pass-Through Deduction
13
Michael Kitces
Knoxville, TN
*Five Industry Trends Reshaping Financial Advice
*An In-Depth Look At Optimal Rebalancing Strategies
*An In-Depth Look At Optimal Rebalancing Strategies
21
Michael Kitces
Salt Lake City, UT
*Future of Financial Planning in the Digital Age
22
Jeffrey Levine
Fairborn, OH
Private Event
*Everything You Ever Wanted to Know About Lifetime RMDs... And More
*An Advisor’s Guide to the New 20% Pass-Through Deduction
*An Advisor’s Guide to the New 20% Pass-Through Deduction
27
Michael Kitces
Chicago, IL
Investments & Wealth Institute
*CPWA Training on Retirement Planning
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
*Expanding the Framework of Safe Withdrawal Rates
18
Michael Kitces
Chicago, IL
*Five Industry Trends Reshaping Financial Advice
18
Michael Kitces
Chicago, IL
*Rethinking Risk Tolerance for Retiring Clients
23
Michael Kitces
Scottsdale, AZ
FormulaFolio Investments
*Five Industry Trends Reshaping Financial Advice
30
Jeffrey Levine
Monterey, CA
Private Event
*Planning to Maximize the Step-Up In Basis for Couples
30
Michael Kitces
Mashantucket, CT
Integrated Financial Partners
*Five Industry Trends Reshaping Financial Advice
May 2019
Date
Speaker
Location
Event / Details
Topics
2
Michael Kitces
Allentown, PA
*Five Industry Trends Reshaping Financial Advice
6
Michael Kitces
Las Vegas, NV
*Tax Efficient Drawdown Strategies
*Advanced Roth Conversion Strategies
14
Michael Kitces
Austin, TX
*Tax Planning Developments and Opportunities Under TCJA
*Strategies For Managing Sequence Of Return Risk In Retirement
*Strategies For Managing Sequence Of Return Risk In Retirement
15
Jeffrey Levine
Plymouth Meeting, PA
Private Event
*Panel
15
Michael Kitces
Chicago, IL
*Setting a Proper Asset Allocation Glidepath In Retirement
*Panel: What if your client is retiring today?
*Panel: What if your client is retiring today?
16
Michael Kitces
Dallas, TX
*Tax Efficient Retirement Withdrawals
*Advanced Roth Conversion Strategies
22
Michael Kitces
Webinar
Private Event
*Interview Style - Ask Me Anything
22
Michael Kitces
Webinar
AICPA
*Rethinking Risk Tolerance for Retiring Clients
28-29
Michael Kitces
San Francisco, CA
*Five Industry Trends Reshaping Financial Advice
*Evaluating Existing Variable Annuities: What Every Advisor Needs to Know
*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
*How Real Retirement Spending Patterns Change Traditional Retirement Withdrawal Strategies
6
Michael Kitces
Richmond, VA
*Evaluating Existing Variable Annuities: What Every Advisor Needs to Know
*To Roth or Not to Roth
*To Roth or Not to Roth
10-11
Michael Kitces
Las Vegas, NV
*Life & Death Tax Planning for Annuities
*Advanced Roth Conversion Strategies
*Best Ideas for Retirement
*Advanced Roth Conversion Strategies
*Best Ideas for Retirement
13
Michael Kitces
Phoenix, AZ
*TED Talk style on the Client Experience
*Interview on Where is Financial Advice Heading Next? Experts Explore 5 Critical Trends
17
Jeffrey Levine
Webinar
United Capital
*An Advisor’s Guide to the New 20% Pass-Through Deduction
20
Jeffrey Levine
Brooklyn Center, MN
*IRA Planning for Baby Boomers
*Everything You Ever Wanted to Know About Lifetime RMDs... And More
*Advanced Roth Conversion Planning: How to Squeeze More Juice Out of the Tax Lemon
*Everything You Ever Wanted to Know About Lifetime RMDs... And More
*Advanced Roth Conversion Planning: How to Squeeze More Juice Out of the Tax Lemon
27
Michael Kitces
Chicago, IL
Investments & Wealth Institute
*CPWA Training on Retirement Planning
July 2019
Date
Speaker
Location
Event / Details
Topics
17
Michael Kitces
Webinar
AICPA
*Understanding Longevity Annuities and their Potential Role in Retirement Income
22
Jeffrey Levine
Dallas, TX
Private Event
*7 Critical IRA Errors Advisors Must Avoid
*An Advisor’s Guide to the New 20% Pass-Through Deduction
*An Advisor’s Guide to the New 20% Pass-Through Deduction
24
Michael Kitces
Denver, CO
Cetera Financial Group
*Five Industry Trends Reshaping Financial Advice
August 2019
Date
Speaker
Location
Event / Details
Topics
7
Michael Kitces
Atlanta, GA
Investments & Wealth Institute
*CPWA Training on Retirement Planning
14
Jeffrey Levine
Webinar
AICPA
*Everything You Ever Wanted to Know About Lifetime RMDs... And More
September 2019
Date
Speaker
Location
Event / Details
Topics
17
Jeffrey Levine
Golden Valley, MN
*An Advisor’s Guide to the New 20% Pass-Through Deduction
*Advanced Roth Conversion Planning: How to Squeeze More Juice Out of the Tax Lemon
*Advanced Roth Conversion Planning: How to Squeeze More Juice Out of the Tax Lemon
18
Jeffrey Levine
New York, NY
UJA Federation
*Estate Planning for IRAs
18
Michael Kitces
Chicago, IL
Investments & Wealth Institute
*CPWA Training on Retirement Planning
19
Michael Kitces
Cincinnati, OH
FPA Southwestern Ohio
*Applying Behavioral Finance in your Financial Planning Practice
*Future of Financial Planning in the Digital Age
*Interview Style - Ask Me Anything
*Future of Financial Planning in the Digital Age
*Interview Style - Ask Me Anything
20
Michael Kitces
Bowling Green, KY
Western Kentucky University
TBD
23
Jeffrey Levine
Webinar
United Capital
*Everything You Ever Wanted to Know About Lifetime RMDs... And More
25
Michael Kitces
Webinar
FPA Phoenix
*Understanding Longevity Annuities and their Potential Role in Retirement Income
26-27
Jeffrey Levine
New York, NY
Savvy Workshop for Horsesmouth
TBD
October 2019
Date
Speaker
Location
Event / Details
Topics
22
Jeffrey Levine
Wausau, WI
Society of Financial Service Professionals – Wisconsin Valley
*Planning to Maximize the Step-Up In Basis for Couples
*Advanced Roth Conversion Planning: How to Squeeze More Juice Out of the Tax Lemon
*Advanced Roth Conversion Planning: How to Squeeze More Juice Out of the Tax Lemon
22
Michael Kitces
Des Moines, IA
FPA Iowa
TBD
24
Jeffrey Levine
Hollywood Beach, FL
GWN Securities
TBD
24
Michael Kitces
Cleveland, OH
*Five Industry Trends Reshaping Financial Advice
*Advanced Roth Conversion Strategies
*Advanced Roth Conversion Strategies
25
Jeffrey Levine
Orlando, FL
Park Avenue Securities
*10 Critical IRA Errors Advisors Must Avoid
November 2019
Date
Speaker
Location
Event / Details
Topics
20
Michael Kitces
Dallas, TX
Investments & Wealth Institute
*CPWA Training on Retirement Planning
21
Jeffrey Levine
Miami, FL
*10 Critical IRA Errors Advisors Must Avoid
*An Advisor’s Guide to the New 20% Pass-Through Deduction
*An Advisor’s Guide to the New 20% Pass-Through Deduction
December 2019
Date
Speaker
Location
Event / Details
Topics
11
Jeffrey Levine
Atlanta, GA
Investments & Wealth Institute
*CPWA Training on Retirement Planning
12
Michael Kitces
Amelia Island, FL
IWI Retirement Management Forum
*TBD
16
Derek Tharp
Webinar
United Capital
*How Real Retirement Spending Patterns Change Traditional Retirement Withdrawal Strategies
2020 Events
March 2020
Date
Speaker
Location
Event / Details
Topics
26
Michael Kitces
Seattle, WA
FPA Puget Sound
TBD
June 2020
Date
Speaker
Location
Event / Details
Topics
4
Michael Kitces
Syracuse, NY
FPA Central New York
TBD
October 2020
Date
Speaker
Location
Event / Details
Topics
13
Michael Kitces
Orlando, FL
Valmark Financial Group Conference
TBD
