Advancing Knowledge in Financial Planning
Conference/Event Speaking Schedule
Remaining events available for 2020:
Michael Kitces
Total Available: 40
Remaining: 5
Jeffrey Levine
Total Available: 30
Remaining: 12
Dr. Derek Tharp
Total Available: 15
Remaining: 7
Michael Kitces
Jeffrey Levine
Dr. Derek Tharp
Total Available
40
30
15
Remaining
5
12
7
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
*How The SECURE Act Changes Retirement (and Other) Planning
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
30
Jeffrey Levine
Webinar
BAM
*SECURE Act
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
5
Jeffrey Levine
Webinar
Thrivent
*SECURE Act
11
Jeffrey Levine
Webinar
GWN
*How The SECURE Act Changes Retirement (and Other) Planning
13
Jeffrey Levine
Webinar
Elite Advisor Group
*How The SECURE Act Changes Retirement (and Other) Planning
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
28
Jeffrey Levine
Denver, CO
*How The SECURE Act Changes Retirement (and Other) Planning
*Estate Planning for Income Taxes: Maximizing Basis Planning Opportunities
*Estate Planning for Income Taxes: Maximizing Basis Planning Opportunities
March 2020
Date
Speaker
Location
Event / Details
Topics
5
Michael Kitces
Webinar
Private Event
*Nailing Your Niche
*Client Experience
*Client Experience
18
Michael Kitces
Webinar
Private Event
24
Jeffrey Levine
Chicago, IL
IWI
*Being rescheduled
*CPWA Training on Retirement Planning
*CPWA Training on Retirement Planning
25
Michael Kitces
Atlanta, GA
Private Event
*Being rescheduled
*Five Industry Trends Reshaping Financial Advice
*Five Industry Trends Reshaping Financial Advice
26
Michael Kitces
Seattle, WA
*Being rescheduled
*Five Industry Trends Reshaping Financial Advice
*Setting a Proper Asset Allocation Glidepath In Retirement
*Five Industry Trends Reshaping Financial Advice
*Setting a Proper Asset Allocation Glidepath In Retirement
April 2020
Date
Speaker
Location
Event / Details
Topics
22
Jeffrey Levine
Greenville, DE
Brandywine Oak Private Wealth
*Being rescheduled
*How The SECURE Act Changes Retirement (and Other) Planning
*How The SECURE Act Changes Retirement (and Other) Planning
22
Michael Kitces
Webinar
LPL
*At The Capacity Crossroads: 3 Visions For Scaling the Advisory Firm You Want
23
Michael Kitces
Westlake, OH
Cedar Brook Group
*Rescheduling
May 2020
Date
Speaker
Location
Event / Details
Topics
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
13
Jeffrey Levine
Philadelphia, PA
*How The SECURE Act Changes Retirement (and Other) Planning
14
Michael Kitces
Grand Rapids, MI
FPA Michigan
TBD
15
Jeffrey Levine
Camarillo, CA
FPA Ventura County
*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
29
Michael Kitces
Boston, MA
Private Event
*Five Industry Trends Reshaping Financial Advice
29
Michael Kitces
Boston, MA
IWI
TBD
June 2020
Date
Speaker
Location
Event / Details
Topics
2
Michael Kitces
Philadelphia, PA
Private Event
*Five Industry Trends Reshaping Financial Advice
4
Michael Kitces
Syracuse, NY
FPA Central New York
TBD
4
Jeffrey Levine
Richmond, VA
FPA Central Virginia
TBD
16
Jeffrey Levine
Brooklyn Center, MN
MNCPA
*TBD
17
Michael Kitces
Chicago, IL
IWI
*CPWA Training on Retirement Planning
24
Jeffrey Levine
Webinar
AICPA
*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
15
Michael Kitces
Webinar
AICPA
*TBD
23
Michael Kitces
Webinar
Beacon Pointe
*TBD
26-27
Derek Tharp
New Orleans, LA
*How Real Retirement Spending Patterns Change Traditional Retirement Withdrawal Strategies
August 2020
Date
Speaker
Location
Event / Details
Topics
12
Jeffrey Levine
Webinar
AICPA
*TBD
26
Jeffrey Levine
Webinar
IWI
TBD
26
Michael Kitces
Austin, TX
IWI
*CPWA Training on Retirement Planning
September 2020
Date
Speaker
Location
Event / Details
Topics
8
Derek Tharp
South Africa
Old Mutual Wealth
*TBD
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
15
Michael Kitces
Philadelphia, PA
Private Event
16
Jeffrey Levine
Austin, TX
IWI
*CPWA Training on Retirement Planning
16
Michael Kitces
San Diego, CA
FPA San Diego
TBD
17
Michael Kitces
Denver, CO
Private Event
TBD
17
Jeffrey Levine
Cincinnati, OH
FPA SW Ohio
*How The SECURE Act Changes Retirement (and Other) Planning
October 2020
Date
Speaker
Location
Event / Details
Topics
8
Michael Kitces
Chicago, IL
IWI
*CPWA Training on Retirement Planning
9
Michael Kitces
Denver, CO
Private Event
*Five Industry Trends Reshaping Financial Advice
15
Michael Kitces
Baltimore, MD
The Associated: Jewish Community Federation of Baltimore
*TBD
15
Michael Kitces
Columbia, MD
FPA Maryland
*TBD
21
Jeffrey Levine
Webinar
AICPA
*Year-end Review
November 2020
Date
Speaker
Location
Event / Details
Topics
3
Michael Kitces
Minnepolis, MN
FPA Minnesota
TBD
18
Jeffrey Levine
TBD
IWI
*CPWA Training on Retirement Planning
19
Jeffrey Levine
Miami, FL
FPA Miami
*TBD
20
Michael Kitces
Columbus, OH
FPA Central Ohio
TBD
December 2020
Date
Speaker
Location
Event / Details
Topics
7
Jeffrey Levine
Hollywood, FL
IWI
TBD
2021 Events
June 2021
Date
Speaker
Location
Event / Details
Topics
3
Michael Kitces
Richmond, VA
FPA Central Virginia
TBD
