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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

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
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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September 2023

Date
Speaker
Location
Event / Details
Topics
26
Jeffrey Levine
Camp Hill, PA
FPA & EPC Central Pennsylvania
*SECURE Act 2.0
27
Meghaan Lurtz
Las Vegas, NM
Sanctuary Wealth
*Upping Your Question Game: 25 Questions for Better Client Connections Throughout The Financial Planning Engagement
28
Meghaan Lurtz
Houston, TX
FPA Houston
*Fine to Flourish - Making Review Meetings Fun Again!
Jeffrey Levine
Houston, TX
FPA Houston
*SECURE Act 2.0

October 2023

Date
Speaker
Location
Event / Details
Topics
3
Michael Kitces
Miami, FL
Nitrogen
*Rethinking Advisor Marketing to Generate More Scalable Growth
4
Michael Kitces
Renton, WA
Ignite
*TBD
6
Jeffrey Levine
Omaha, NE
*TBD
10
Jeffrey Levine
Columbus, OH
FPA All-Ohio
*TBD
11
Meghaan Lurtz
Webinar
Sanlam
*Fine to Flourish – Making Monitoring Meetings Fun Again!
17
Jeffrey Levine
Webinar
Baird
*SECURE Act 2.0
18
Michael Kitces
Webinar
eMoney
*Scaling Advice: From Financial Advisor to Financial Advicer
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
Michael Kitces
Arlington, VA
Retirement Management Executive Forum
*AMA
8
Jeffrey Levine
Minneapolis, MN
FPA Minnesota
*TBD

2024 Events

March 2024

Date
Speaker
Location
Event / Details
Topics
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