Advancing Knowledge in Financial Planning
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
Meghaan Lurtz
Total In-Person Available: 15
Remaining: 6
Michael Kitces
Jeffrey Levine
Dr. Derek Tharp
Meghaan Lurtz
Total In-Person Available
12
30
15
15
In-Person Available
1
2
12
6
Virtual Remaining
2/month
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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April 2023
Date
Speaker
Location
Event / Details
Topics
11
Jeffrey Levine
Webinar
Thrivent
*SECURE Act 2.0
12
Jeffrey Levine
Webinar
Clark Capital
*SECURE Act 2.0
18
Michael Kitces
Webinar
YCharts
*Five Industry Trends Reshaping Financial Advice
18
Jeffrey Levine
Chicago, IL
InvestmentNews Retirement Income Summit
*7 Critical IRA Errors Advisors Must Avoid
20
Jeffrey Levine
Las Vegas, NV
New York Life Eagle Strategies Summit
*“Unlocking” SECURE Act 2.0
20
Michael Kitces
Webinar
BOK Financial
*Rethinking Advisor Marketing To Generate More Scalable Growth
20
Jeffrey Levine
Webinar
Holistiplan
*Panel
20
Michael Kitces
Webinar
Holistiplan
*Panel
27
Meghaan Lurtz
Sacramento, CA
FPA Northern California
*Fine to Flourish – Making Monitoring Meetings Fun Again!
*Upping Your Question Game: 25 Questions for Better Client Connections Throughout The Financial Planning Engagement
May 2023
Date
Speaker
Location
Event / Details
Topics
2
Michael Kitces
San Diego, CA
*Scaling Advice: From Financial Advisor to Financial Advicer
3
Meghaan Lurtz
Bonita Springs, FL
FPA National Retreat
*Fine to Flourish – Making Monitoring Meetings Fun Again
5
Michael Kitces
Tampa, FL
Private Event
*TBD
10
Jeffrey Levine
San Diego, CA
NAPFA
*TBD
11
Jeffrey Levine
Overland Park, KS
MOKAN Financial Trust Services
*Estate Planning Themes for 2023 and Beyond
*Managing and Minimizing RMD Obligations
12
Jeffrey Levine
San Diego, CA
NAPFA
*TBD
16
Meghaan Lurtz
Cincinnati, OH
FPA of Southwestern Ohio
*Fine to Flourish – Making Review Meetings Fun Again
*Upping Your Question Game: 25 Questions for Better Client Connections Throughout The Financial Planning Engagement
17
Meghaan Lurtz
Notre Dame, IN
Everence National Conference
*TBD
17
Jeffrey Levine
Webinar
Investments and Wealth Institute
*CPWA Retirement Planning & Exam Prep
18
Jeffrey Levine
Webinar
NW Mutual Wealth
*TBD
22
Michael Kitces
Hollywood, FL
Informa Edge
*Town Hall
23
Michael Kitces
Scottsdale, AZ
* At The Capacity Crossroads: 3 Visions For Scaling The Advisory Firm You Want
23
Michael Kitces
Scottsdale, AZ
fi360
*Five Industry Trends Reshaping Financial Advice
25
Michael Kitces
Webinar
Prudential
*AMA
30-31
Michael Kitces
San Francisco, CA
FPA NorCal
*TBD
Jeffrey Levine
San Francisco, CA
FPA NorCal
*TBD
June 2023
Date
Speaker
Location
Event / Details
Topics
5
Meghaan Lurtz
Las Vegas, NV
Association of International Certified Professional Accountants
*TBD
6
Jeffrey Levine
Skaneateles Falls, NY
FPA Central NY
*TBD
7
Jeffrey Levine
Las Vegas, NV
Association of International Certified Professional Accountants
*TBD
9
Jeffrey Levine
Richmond, VA
Central Virginia FPA
*TBD
15
Jeffrey Levine
Chicago, IL
Investments and Wealth Institute
*CPWA Retirement Planning & Exam Prep
20
Jeffrey Levine
Minneapolis, MN
Minnesota Society of CPAs
*Estate Planning for Income Tax: Maximizing Basis
21
Meghaan Lurtz
Webinar
Minnesota Society of CPAs
*Upping Your Question Game: 25 Questions for Better Client Connections Throughout The Financial Planning Engagement
22
Michael Kitces
Las Vegas, NV
Northwestern Mutual
*TBD
29
Jeffrey Levine
Chicago, IL
Investments and Wealth Institute
*CPWA Retirement Planning & Exam Prep
August 2023
Date
Speaker
Location
Event / Details
Topics
24
Jeffrey Levine
Newport, KY
FPA Southwestern Ohio
*TBD
September 2023
Date
Speaker
Location
Event / Details
Topics
14
Jeffrey Levine
Chicago, IL
Investments and Wealth Institute
*CPWA Retirement Planning & Exam Prep
15
Jeffrey Levine
Bowling Green, KY
Western Kentucky University
*TBD
22
Jeffrey Levine
Chicago, IL
FPA Illinois
*TBD
26
Jeffrey Levine
Camp Hill, PA
FPA & EPC Central Pennsylvania
*SECURE Act 2.0
October 2023
Date
Speaker
Location
Event / Details
Topics
4
Michael Kitces
Renton, WA
Ignite
*TBD
10
Jeffrey Levine
Columbus, OH
FPA All-Ohio
*TBD
19
Jeffrey Levine
Spokane, WA
FPA of Spokane
*TBD
19
Meghaan Lurtz
Raleigh, NC
Financial Planning Association of the Triangle
*Upping Your Question Game: 25 Questions for Better Client Connections Throughout The Financial Planning Engagement
23
Jeffrey Levine
Hollywood, FL
GWN Securities
*TBD
November 2023
Date
Speaker
Location
Event / Details
Topics
7
Jeffrey Levine
San Diego, CA
Thrivent
*TBD
8
Jeffrey Levine
Minneapolis, MN
FPA Minnesota
*TBD
8
Michael Kitces
Arlington, VA
Retirement Management Executive Forum
*AMA
