Advancing Knowledge in Financial Planning
Conference/Event Speaking Schedule
Remaining events available for this year:
Michael Kitces
Total Available: 40
Remaining: 2
Jeffrey Levine
Total Available: 40
Remaining: 14
Dr. Derek Tharp
Total Available: 15
Remaining: 13
Michael Kitces
Jeffrey Levine
Dr. Derek Tharp
Total Available
40
40
15
Remaining
2
14
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
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
13
Jeffrey Levine
Webinar
Investments & Wealth Institute
*An Advisor’s Guide to the New 20% Pass-Through Deduction
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
*Rethinking Risk Tolerance for Retiring Clients
18
Michael Kitces
Chicago, IL
*Five Industry Trends Reshaping Financial Advice
23
Michael Kitces
Scottsdale, AZ
FormulaFolio Investments
*Five Industry Trends Reshaping Financial Advice
30
Michael Kitces
Mashantucket, CT
Integrated Financial Partners
*Five Industry Trends Reshaping Financial Advice
30
Jeffrey Levine
Monterey, CA
Private Event
*Planning to Maximize the Step-Up In Basis for Couples
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
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?
15
Jeffrey Levine
Plymouth Meeting, PA
Private Event
*Panel
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
9
Jeffrey Levine
Webinar
Private Event
*Educational Videos
16
Michael Kitces
NYC
Private Event
*Five Industry Trends Reshaping Financial Advice
*Interview Style - Ask Me Anything
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
25
Michael Kitces
Webinar
*Interview/Panel session on Building a Healthier and More Sustainable Practice
30
Jeffrey Levine
Austin, TX
Loring Ward Advanced Symposium
*Planning to Maximize the Step-Up In Basis for Couples
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
18
Michael Kitces
San Diego, CA
Private Event
*Why The End Of Commissions Is The Beginning Of A Real Advisory Business
28
Jeffrey Levine
Denver, CO
Private Event
*Planning to Maximize the Step-Up In Basis for Couples
*10 Critical IRA Errors Advisors Must Avoid
*10 Critical IRA Errors Advisors Must Avoid
September 2019
Date
Speaker
Location
Event / Details
Topics
12
Michael Kitces
Westminster, CO
Limitless Adviser
*Panel
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
Michael Kitces
Chicago, IL
Investments & Wealth Institute
*CPWA Training on Retirement Planning
18
Jeffrey Levine
New York, NY
UJA Federation
*Estate Planning for IRAs
19
Derek Tharp
Columbus, OH
*How Earnings Growth Throughout the Lifecycle Impacts Retirement Savings Strategies
*How Real Retirement Spending Patterns Change Traditional Retirement Withdrawal Strategies
*How Real Retirement Spending Patterns Change Traditional Retirement Withdrawal Strategies
19
Michael Kitces
Cincinnati, OH
*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
*Strategies For Managing Sequence Of Return Risk In Retirement
*Applying Behavioral Finance in your Financial Planning Practice
*Applying Behavioral Finance in your Financial Planning Practice
23
Jeffrey Levine
NYC
Baruch College
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
2
Jeffrey Levine
Newport, RI
Barnum
*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
15
Michael Kitces
Austin, TX
*Interview Style - Ask Me Anything
*Applying Behavioral Finance in your Financial Planning Practice
*Applying Behavioral Finance in your Financial Planning Practice
16
Michael Kitces
Las Vegas, NV
Wealth Management Thrive Event
*At The Capacity Crossroads: 3 Visions To Scale Your Advisory Firm
17
Jeffrey Levine
Webinar
AICPA
TBD
21
Michael Kitces
Scottsdale, AZ
*Understanding the New Medicare Taxes
*Interview Style - Ask Me Anything
*Interview Style - Ask Me Anything
22
Michael Kitces
Des Moines, IA
*Future of Financial Planning in the Digital Age
*Tax Planning Developments & Opportunities Under TCJA
*Tax Planning Developments & Opportunities Under TCJA
23
Michael Kitces
Spokane, WA
FPA Spokane
*Five Industry Trends Reshaping Financial Advice
*Modern Portfolio Theory 2.0
*Advanced Roth Conversion Strategies
*Modern Portfolio Theory 2.0
*Advanced Roth Conversion Strategies
23
Jeffrey Levine
Wausau, WI
*Estate Planning in the Modern Age
*Advanced Roth Conversion Planning: How to Squeeze More Juice Out of the Tax Lemon
*Trusts as Beneficiaries of IRAs
*Advanced Roth Conversion Planning: How to Squeeze More Juice Out of the Tax Lemon
*Trusts as Beneficiaries of IRAs
24
Michael Kitces
Cleveland, OH
FPA Northeast Ohio
*Five Industry Trends Reshaping Financial Advice
*Advanced Roth Conversion Strategies
*Advanced Roth Conversion Strategies
24
Jeffrey Levine
Hollywood Beach, FL
GWN Securities
TBD
November 2019
Date
Speaker
Location
Event / Details
Topics
13
Michael Kitces
NYC
Private Event
*Five Industry Trends Reshaping Financial Advice
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
*Advanced Roth Conversion Planning: How to Squeeze More Juice Out of the Tax Lemon
December 2019
Date
Speaker
Location
Event / Details
Topics
3
Michael Kitces
McLean, VA
NAPFA DC Study Group
TBD
11
Jeffrey Levine
Atlanta, GA
Investments & Wealth Institute
*CPWA Training on Retirement Planning
16
Derek Tharp
Webinar
United Capital
*How Real Retirement Spending Patterns Change Traditional Retirement Withdrawal Strategies
2020 Events
January 2020
Date
Speaker
Location
Event / Details
Topics
15
Michael Kitces
Kansas City, KS
FPA Greater Kansas City
TBD
February 2020
Date
Speaker
Location
Event / Details
Topics
3
Jeffrey Levine
Scottsdale, AZ
Fiduciary Insurance Group
TBD
12
Michael Kitces
Irvine, CA
FPA Orange County
*Interview Style - Ask Me Anything
28
Jeffrey Levine
Denver, CO
FPA Colorado
TBD
March 2020
Date
Speaker
Location
Event / Details
Topics
26
Michael Kitces
Seattle, WA
FPA Puget Sound
TBD
May 2020
Date
Speaker
Location
Event / Details
Topics
19
Michael Kitces
Austin, TX
Fi360
TBD
June 2020
Date
Speaker
Location
Event / Details
Topics
3
Michael Kitces
Harrisburg, PA
FPA Central Pennsylvania
TBD
4
Michael Kitces
Syracuse, NY
FPA Central New York
TBD
September 2020
Date
Speaker
Location
Event / Details
Topics
16
Michael Kitces
San Diego, CA
FPA San Diego
TBD
October 2020
Date
Speaker
Location
Event / Details
Topics
13
Michael Kitces
Orlando, FL
Valmark Financial Group Conference
TBD
November 2020
Date
Speaker
Location
Event / Details
Topics
20
Michael Kitces
Columbus, OH
FPA Central Ohio
TBD
