Advancing Knowledge in Financial Planning
Conference/Event Speaking Schedule
Remaining events available for 2020:
Michael Kitces
Total In-Person Available: 40
Remaining: 5
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
5
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 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
9
Jeffrey Levine
Webinar
Alliance of Comprehensive Planners
15
Jeffrey Levine
Webinar
TD Ameritrade
15
Michael Kitces
Webinar
Broadridge Financial (fi360)
*Tax Efficient Withdrawal Strategies in Retirement
16
Michael Kitces
Webinar
Texas A&M
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
23
Michael Kitces
Webinar
Broadridge Financial (fi360)
*Tax Efficient Withdrawal Strategies in Retirement
29
Michael Kitces
Webinar
ZAG Webinar #1
*AMA: Ask Michael Anything
29
Michael Kitces
Webinar
ZAG Webinar #2
*Future of Financial Planning in the Digital Age
May 2020
Date
Speaker
Location
Event / Details
Topics
4
Michael Kitces
Webinar
RMEF
*TBD
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
12
Jeffrey Levine
Walla Walla, WA
Estate Planning Council of Walla Walla
TBD
13
Jeffrey Levine
Webinar
FPA Philadelphia
*Coronavirus Stimulus Bill – New Rules, Planning Strategies and Opportunities
*How The SECURE Act Changes Retirement (and Other) Planning
*How The SECURE Act Changes Retirement (and Other) Planning
13
Michael Kitces
Webinar
Zero Alpha Group
*Applying Behavioral Finance in your Financial Planning Practice
13
Jeffrey Levine
Philadelphia, PA
*How The SECURE Act Changes Retirement (and Other) Planning
14
Michael Kitces
Grand Rapids, MI
FPA Michigan
TBD
19
Michael Kitces
Austin, TX
Fi360
*Panel
*Tax Efficient Withdrawal Strategies in Retirement
*Tax Efficient Withdrawal Strategies in Retirement
20
Michael Kitces
Webinar
Educe – Open For Opportunity
*Success Mindset
26
Michael Kitces
San Francisco, CA
*Best Practices to Leverage Technology, Manage Growth, Scale and Build Efficiencies
*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
3
Michael Kitces
Webinar
RBC Wealth Management
*Future of Financial Planning in the Digital Age
4
Jeffrey Levine
Webinar
FPA Massachusetts
*TBD
4
Michael Kitces
Syracuse, NY
FPA Central New York
TBD
4
Jeffrey Levine
Richmond, VA
FPA Central Virginia
TBD
9
Jeffrey Levine
Webinar
FPA San Francisco
*How The SECURE Act Changes Retirement (and Other) Planning
10
Michael Kitces
Webinar
Educe – Open For Opportunity
*Focused Growth
11
Michael Kitces
Webinar
Pershing
*Panel Discussion
16
Jeffrey Levine
Webinar
MNCPA
*How The SECURE Act Changes Retirement (and Other) Planning
*Trusts as Beneficiaries of IRAs
*The CARES Act – New Rules, Planning Strategies and Opportunities
*Trusts as Beneficiaries of IRAs
*The CARES Act – New Rules, Planning Strategies and Opportunities
17
Michael Kitces
Chicago, IL
IWI
*CPWA Training on Retirement Planning
24
Jeffrey Levine
Webinar
*The CARES Act - New Rules, Planning Strategies, and Opportunities
24
Jeffrey Levine
Webinar
AICPA
*How The SECURE Act Changes Retirement (and Other) Planning
30
Jeffrey Levine
Webinar
GWN Securities
*The CARES Act – New Rules, Planning Strategies and Opportunities
July 2020
Date
Speaker
Location
Event / Details
Topics
15
Michael Kitces
Webinar
NAPFA Genesis
*AMA: Ask Michael Anything
15
Michael Kitces
Webinar
AICPA
*TBD
16
Michael Kitces
Webinar
*Future of Financial Planning in the Digital Age
*At the Capacity Crossroads: 3 Visions for Scaling the Advisory Firm You Want
*At the Capacity Crossroads: 3 Visions for Scaling the Advisory Firm You Want
21
Jeffrey Levine
Webinar
AICPA Engage
*The CARES Act – New Rules, Planning Strategies and Opportunities
21
Jeffrey Levine
Webinar
*The CARES Act – New Rules, Planning Strategies and Opportunities
22
Michael Kitces
Webinar
Kades Margolis Corporation
*Five Industry Trends Reshaping Financial Advice
23
Michael Kitces
Webinar
Beacon Pointe
*TBD
28
Michael Kitces
Webinar
Allianz Life
*Five Industry Trends Reshaping Financial Advice
29
Jeffrey Levine
Delaware
American College
*TBD
August 2020
Date
Speaker
Location
Event / Details
Topics
5-5
Michael Kitces
Webinar
Pacific Life
*Five Industry Trends Reshaping Financial Advice
12
Jeffrey Levine
Webinar
AICPA
*TBD
13
Jeffrey Levine
Webinar
*Estate Planning in the Modern Age
*10 Critical IRA Errors Advisors Must Avoid
17
Derek Tharp
Webinar
AICPA Engage
*Insights From The Latest Kitces.com Research Study On The Real Financial Planning Process
18
Michael Kitces
Webinar
The Wealth Advisor
*Panel
18
Michael Kitces
Webinar
*How The SECURE Act Changes Retirement (and Other) Planning
19
Michael Kitces
Webinar
Mokan Trust & Financial Services
*Trusts as Beneficiaries of IRAs
*Expanding the Framework of Safe Withdrawal Rates
21
Jeffrey Levine
Camarillo, CA
FPA Ventura County
*TBD
26
Jeffrey Levine
Webinar
IWI
TBD
September 2020
Date
Speaker
Location
Event / Details
Topics
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
Jeffrey Levine
Webinar
FPA of Southwestern Ohio
*How The SECURE Act Changes Retirement (and Other) Planning
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
23-24
Jeffrey Levine
Webinar
Annual UJA-Federation Estate, Tax, & Financial Planning Conference
*The SECURE Act's Changes
24
Jeffrey Levine
Webinar
FPA of Illinois
*How The SECURE Act Changes Retirement (and Other) Planning
24
Jeffrey Levine
Webinar
FPA of Houston
*Estate Planning in the Modern Age
25
Jeffrey Levine
Webinar
FPA Georgia
TBD
October 2020
Date
Speaker
Location
Event / Details
Topics
7
Jeffrey Levine
Greenville, DE
Brandywine Oak Private Wealth
*How The SECURE Act Changes Retirement (and Other) Planning
7
Michael Kitces
Tampa, FL
Independent Financial Partners
*TBD
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
* How The SECURE Act Changes Retirement (and Other) Planning
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
12
Michael Kitces
Columbus, OH
FPA Central Ohio
*TBD
18
Jeffrey Levine
TBD
IWI
*CPWA Training on Retirement Planning
19
Jeffrey Levine
Miami, FL
FPA Miami
*TBD
19
Jeffrey Levine
Webinar
FPA Miami
*TBD
December 2020
Date
Speaker
Location
Event / Details
Topics
7
Jeffrey Levine
Hollywood, FL
IWI
TBD
2021 Events
May 2021
Date
Speaker
Location
Event / Details
Topics
6
Jeffrey Levine
San Diego, CA
NAPFA National
*TBD
June 2021
Date
Speaker
Location
Event / Details
Topics
3
Michael Kitces
Richmond, VA
FPA Central Virginia
TBD
October 2021
Date
Speaker
Location
Event / Details
Topics
21
Michael Kitces
Cleveland, OH
FPA NE Ohio
*TBD
