Advancing Knowledge in Financial Planning
Conference/Event Speaking Schedule
Remaining events available for 2021:
Michael Kitces
Total In-Person Available: 40
Remaining: 1
Jeffrey Levine
Total In-Person Available: 30
Remaining: 12
Dr. Derek Tharp
Total In-Person Available: 15
Remaining: 7
Michael Kitces
Jeffrey Levine
Dr. Derek Tharp
Total In-Person Available
40
30
15
In-Person Available
1
12
7
Virtual Remaining
4/month
Flexible Based On Availability
Flexible Based On Availability
Interested in having one of us speak? Details here.
The events Listed below are for the 2021-2022 calendar years.
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January 2021
Date
Speaker
Location
Event / Details
Topics
19
Michael Kitces
Webinar
Investment Planning Counsel
*At The Capacity Crossroads: 3 Visions For Scaling the Advisory Firm You Want
19
Michael Kitces
Webinar
NextWealth
*Ask Michael Anything
21
Jeffrey Levine
Webinar
GWN Securities
Ask Me Anything
25
Michael Kitces
Webinar
FPA National Capital Area
*How The SECURE Act Changes Retirement (and Other) Planning
26
Jeffrey Levine
Webinar
*The Biden Tax Plan: Proposed Changes And Planning Opportunities
26
Jeffrey Levine
Webinar
Thrivent
*The Biden Tax Plan: Proposed Changes And Planning Opportunities
February 2021
Date
Speaker
Location
Event / Details
Topics
4
Jeffrey Levine
Webinar
The Estate Planning Council of Birmingham
*How The SECURE Act Changes Retirement (and Other) Planning
8
Jeffrey Levine
Webinar
Tulsa Estate Planning Forum
*The Biden Tax Plan: Proposed Changes and Planning Opportunities
10
Michael Kitces
Webinar
Private Event
*Five Industry Trends Reshaping Financial Advice
17
Michael Kitces
Webinar
Private Event
*Five Industry Trends Reshaping Financial Advice
23
Jeffrey Levine
Webinar
ATS Financial
*The Biden Tax Plan: Proposed Changes And Planning Opportunities
25
Jeffrey Levine
Webinar
VAM Partners
*Consolidated Appropriations Act, 2021: What Advisors Should Know about the Latest Stimulus Bill
March 2021
Date
Speaker
Location
Event / Details
Topics
4
Jeffrey Levine
Webinar
FSP New York City
*TBD
9
Jeffrey Levine
Webinar
FPA San Francisco
*Consolidated Appropriations Act, 2021: What Advisors Should Know About The Latest Stimulus Bill
11
Michael Kitces
Webinar
FPA Oregon and SW Washington
*Five Industry Trends Reshaping Financial Advice
11
Jeffrey Levine
Webinar
Evolution Financial Advisors
*The Biden Tax Plan: Proposed Changes And Planning Opportunities
24
Michael Kitces
Webinar
Investments & Wealth Institute
*CPWA Training
24
Michael Kitces
Webinar
*Five Industry Trends Reshaping Financial Advice
26
Jeffrey Levine
Webinar
*Tax Planning For A Biden Administration: The Proposed Biden Tax Plan
April 2021
Date
Speaker
Location
Event / Details
Topics
20
Michael Kitces
Webinar
The Strategic Financial Alliance
*At the Capacity Crossroads: Three Visions For Scaling the Advisory Firm You Want
*Five Industry Trends Reshaping Financial Advice
*Five Industry Trends Reshaping Financial Advice
21
Jeffrey Levine
Webinar
New York Life Wealth Management
*The Biden Tax Plan: Proposed Changes And Planning Opportunities
27
Derek Tharp
Webinar
Estate Planning Council of Central Pennsylvania
*TBD
May 2021
Date
Speaker
Location
Event / Details
Topics
5
Jeffrey Levine
Webinar
NAPFA
*IRA Planning for Baby Boomers
6
Jeffrey Levine
Webinar
NAPFA
*The Biden Tax Plan: Proposed Changes and Planning Opportunities
*Estate Planning for the Merely Affluent
6
Michael Kitces
Webinar
Jackson
*Five Industry Trends Reshaping Financial Advice
6
Michael Kitces
Jackson
*Strategies for Managing Sequence of Return Risk in Retirement
18
Jeffrey Levine
Webinar
FPA Southwestern Ohio
*The Biden Tax Plan: Proposed Changes And Planning Opportunities
18
Derek Tharp
Webinar
AGC sponsored by Income Lab
*Rethinking Monte Carlo Results for Better Client Conversations
20
Michael Kitces
Webinar
fi360
*Kitces Research on What Makes Financial Planning More Efficient
25
Jeffrey Levine
Harrisburg, PA
FPA of Central Pennsylvania
*TBD
25
Michael Kitces
Webinar
AssetMark
*AMA
June 2021
Date
Speaker
Location
Event / Details
Topics
1
Michael Kitces
Webinar
FPA NorCal
*Tech Panel
2
Jeffrey Levine
Webinar
FPA NorCal
*The Biden Tax Plan: Proposed Changes and Planning Opportunities
2
Derek Tharp
Webinar
Garrett Planning Network
*Rethinking Monte Carlo Results for Better Client Conversations
10
Jeffrey Levine
Webinar
GWN Securities
*AMA
11
Jeffrey Levine
Webinar
FPA Central Virginia
*TBD
15
Jeffrey Levine
Webinar
MNCPA
*The Biden Tax Plan: Proposed Changes And Planning Opportunities
*10 Critical IRA Errors Advisors Must Avoid
16
Michael Kitces
Chicago, IL
Investments & Wealth Institute
*CPWA Training
16
Michael Kitces
Webinar
FPA Southwestern Ohio
*Applying Behavioral Finance in your Financial Planning Practice
16
Michael Kitces
Webinar
Pershing INSITE
*AMA
23
Jeffrey Levine
Dallas, TX
Avantax
*TBD
July 2021
Date
Speaker
Location
Event / Details
Topics
15
Michael Kitces
Las Vegas, Nevada
Financial Independence Group
*Five Industry Trends Reshaping Financial Advice
20
Jeffrey Levine
Webinar
FPA Southwestern Ohio
*Advanced Roth Conversion Planning: How to Squeeze More Juice Out of the Tax Lemon
20
Jeffrey Levine
Webinar
FPA Florida
*TBD
21
Michael Kitces
Webinar
NAPFA
*Ask Michael Anything
August 2021
Date
Speaker
Location
Event / Details
Topics
18
Jeffrey Levine
Kansas City, MO
Mokan Trust & Financial Services
*Trusts as Beneficiaries of IRAs
18
Derek Tharp
Webinar
FPA Orange County
*How Real Retirement Spending Patterns Change Traditional Retirement Withdrawal Strategies
24
Michael Kitces
Kansas City, MO
FPA Greater Kansas City
*TBD
31
Michael Kitces
Webinar
Private Event
*TBD
31
Michael Kitces
Webinar
Y Charts
*TBD
31
Michael Kitces
Webinar
BOK Financial
*TBD
31
Michael Kitces
Webinar
Financial Planning Standards Board Ltd.
*Technology to Take Your Practice to the Next Level Panel
September 2021
Date
Speaker
Location
Event / Details
Topics
8
Michael Kitces
Webinar
*Technology to Take Your Financial Planning Practice to the Next Level Panel
9
Michael Kitces
Frontier Asset Management
*TBD
9
Jeffrey Levine
Newport, RI
Barnum Financial Group
*TBD
15
Jeffrey Levine
Knoxville, TN
FPA East Tennessee
*The Biden Tax Plan: Proposed Changes and Planning Opportunities
16
Jeffrey Levine
Birmingham, AL
*The Biden Tax Plan: Proposed Changes And Planning Opportunities
17
Jeffrey Levine
Indianapolis, IN
FPA Greater Indiana
*TBD
21
Michael Kitces
Webinar
The Collaborative Exchange
*Five Industry Trends Reshaping Financial Advice
21
Jeffrey Levine
Webinar
GWN Securities
*Estate Planning For Income Taxes: Maximizing Basis Planning Opportunities
22
Michael Kitces
Webinar
FPA Houston
*TBD
22
Jeffrey Levine
Chicago, IL
IWI
*TBD
23
Michael Kitces
Park City, UT
Educe
*TBD
29
Michael Kitces
Indian Wells, CA
Riskalyze
*TBD
29
Jeffrey Levine
Webinar
FPA Massachusetts
*TBD
30
Jeffrey Levine
Des Moines, IA
Iowa Trust Association
*TBD
30
Derek Tharp
San Diego, CA
*Rethinking Monte Carlo Results for Better Client Conversations
October 2021
Date
Speaker
Location
Event / Details
Topics
6
Jeffrey Levine
Greenville, DE
Brandywine Oak Private Wealth
*TBD
6
Michael Kitces
Webinar
The Chartered Institute for Securities & Investment (CISI)
*Kitces Research on What Makes Financial Planning More
Efficient
13
Michael Kitces
Las Vegas, Nevada
Carson Coaching
*TBD
19
Michael Kitces
Webinar
Charles Schwab IMPACT
*TBD
21
Michael Kitces
Cleveland, OH
FPA NE Ohio
*TBD
21
Jeffrey Levine
Indianapolis, IN
Estate Planning Council of Indianapolis
*TBD
21
Jeffrey Levine
Indianapolis, IN
Central Indiana Community Foundation
*Estate Planning for the Merely Affluent
*The Biden Tax Plan: Proposed Changes And Planning Opportunities
*The Biden Tax Plan: Proposed Changes And Planning Opportunities
27
Jeffrey Levine
Bowling Green, KY
Western Kentucky University
*The Biden Tax Plan: Proposed Changes And Planning Opportunities
*10 Critical IRA Errors Advisors Must Avoid
28
Jeffrey Levine
Nashville, TN
FPA Middle Tennessee
*Analyzing Biden’s New “American Families Plan” Tax Proposal
November 2021
Date
Speaker
Location
Event / Details
Topics
3
Derek Tharp
Webinar
FPA East Bay
*How Real Retirement Spending Patterns Change Traditional Retirement Withdrawal Strategies
4
Derek Tharp
Webinar
FPA Illinois
*How Real Retirement Spending Patterns Change Traditional Retirement Withdrawal Strategies
16
Michael Kitces
Webinar
Financial Advice New Zealand
*Applying Behavioral Finance in Your Financial Planning Practice
16
Michael Kitces
Webinar
Investment Planning Counsel
*At The Capacity Crossroads: 3 Visions For Scaling the Advisory Firm You Want
18
Derek Tharp
Falmouth, ME
Maine Estate Planning Council
*TBD
December 2021
Date
Speaker
Location
Event / Details
Topics
1
Jeffrey Levine
Miami, FL
C2P Enterprises
*The Biden Tax Plan: Proposed Changes And Planning Opportunities
7
Jeffrey Levine
Austin, TX
IWI
*CPWA Training on Retirement Planning
2022 Events
January 2022
Date
Speaker
Location
Event / Details
Topics
14
Jeffrey Levine
Philadelphia, PA
Janney Montgomery Scott
* TBD
February 2022
Date
Speaker
Location
Event / Details
Topics
15
Michael Kitces
Miami, FL
Advisors Circle
*AMA
24
Michael Kitces
Orlando, FL
*The Capacity Crossroads: 3 Visions For Scaling the Advisory Firm You Want
