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
18
Derek Tharp
Estate Planning Council of Central Pennsylvania
*TBD
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
13
Michael Kitces
Webinar
Equitable
*Five Industry Trends Reshaping Financial Advice
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
Webinar
*How The SECURE Act Changes Retirement (and Other) Planning
*Advanced Roth Conversion Planning: How to Squeeze More Juice Out of the Tax Lemon
26
Jeffrey Levine
Webinar
IWI
TBD
September 2020
Date
Speaker
Location
Event / Details
Topics
8
Michael Kitces
Webinar
National Bank Financial
*Ask Michael Anything
15
Michael Kitces
Philadelphia, PA
Private Event
17
Jeffrey Levine
Webinar
FPA of Southwestern Ohio
*How The SECURE Act Changes Retirement (and Other) Planning
17
Michael Kitces
Webinar
Private Event
TBD
23
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
*The CARES Act -Â New Rules, Planning Strategies and Opportunities
30
Michael Kitces
Webinar
Investment Planning Counsel
*TBD
October 2020
Date
Speaker
Location
Event / Details
Topics
1
Michael Kitces
Webinar
InvestmentNews
*Making a Great Advisor-Client Experience
8
Jeffrey Levine
Webinar
FPA Michigan
*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
Webinar
Cetera
*At the Capacity Crossroads: Three Visions for Building Your Advisory Firm
15
Michael Kitces
Webinar
The Associated: Jewish Community Federation of Baltimore
*How The SECURE Act Changes Retirement (and Other) Planning
15
Michael Kitces
Webinar
FPA Maryland
*Ask Michael Anything
20
Michael Kitces
Webinar
IWI Wealth Advisor Forum
*Making Financial Planning More Efficient
20-21
Michael Kitces
Webinar
Fortnum Private Wealth
*Ask Michael Anything
21
Jeffrey Levine
Webinar
AICPA
*Year-end Review
22
Jeffrey Levine
Webinar
GWN Securities
*Trust as Beneficiaries of IRAs
27
Michael Kitces
Webinar
MACPA
*Strategies for Managing Sequence of Return in Retirement
*Advanced Roth Conversion Planning
*Advanced Roth Conversion Planning
November 2020
Date
Speaker
Location
Event / Details
Topics
2
Michael Kitces
Webinar
Advisor Group
*Five Industry Trends Reshaping Financial Advice
2
Michael Kitces
Webinar
Buckingham Wealth Partners
*Five Industry Trends Reshaping Financial Advice
3
Michael Kitces
Webinar
*Applying Behavioral Finance in Your Financial Planning Practice
*Advanced Roth Conversions Planning: How to Squeeze More Juice Out of the Tax Lemon"
4
Michael Kitces
Webinar
Charles Schwab IMPACT 2020
*Ask Michael Anything
10
Michael Kitces
Webinar
Ameriprise Financial
*TBD
10
Jeffrey Levine
Webinar
Thrivent
*2020 Year-End Planning - New Year… New Opportunity
12
Michael Kitces
Webinar
FPA Central Ohio
*Applying Behavioral Finance in your Financial Planning Practice
*Retirement Planning in the Aftermath of the SECURE Act
12-17
Jeffrey Levine
Webinar
*Recovery Planning IRA Workshop: SECURE Act/CARES Act Strategies for Guiding Clients Right Now
16
Michael Kitces
Webinar
Nine One Fund Managers
*Five Industry Trends Reshaping Financial Advice
18
Michael Kitces
Webinar
H. Beck
*Five Industry Trends Reshaping Financial Advice
19
Derek Tharp
Webinar
FPA Kentuckiana
*Insights from the Latest Kitces.com Research Study on the Real Financial Planning Process
19
Derek Tharp
Webinar
Steadyhand Investment Funds
*Latest Research on How Real Financial Planners Practice
19
Jeffrey Levine
Webinar
NAPFA
*PPP Loan Forgiveness: How to Navigate Complexities and Maximize Forgiveness
19
Jeffrey Levine
Webinar
FPA Miami
*10 Essential Questions to Lower Clients’ Tax Liabilities
19
Michael Kitces
Webinar
Guardian Life Insurance Company of America
*Expanding the Framework of Safe Withdrawal Rates
24
Michael Kitces
Webinar
St. James’s Place Wealth Management
*Ask Michael Anything
December 2020
Date
Speaker
Location
Event / Details
Topics
8
Jeffrey Levine
Webinar
IWI
*How the SECURE Act Changes Retirement (and Other) Planning
9
Michael Kitces
Webinar
Jackson
*Five Industry Trends Reshaping Financial Advice
10
Jeffrey Levine
Webinar
FPA National Capital Area
*Advanced Roth Conversions Planning: How to Squeeze More Juice Out of the Tax Lemon
10
Michael Kitces
Webinar
NextGen Advisors
*Five Industry Trends Reshaping Financial Advice
17
Michael Kitces
Webinar
BOK Financial – Advisor Trust Services
*Demystifying The Biden Tax Plan
2021 Events
January 2021
Date
Speaker
Location
Event / Details
Topics
19
Michael Kitces
Webinar
NextWealth
*Ask Michael Anything
19
Michael Kitces
Webinar
Investment Planning Council
*TBD
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
*TBD
10
Michael Kitces
Webinar
Private Event
*Five Industry Trends Reshaping Financial Advice
17
Michael Kitces
Webinar
Private Event
*Five Industry Trends Reshaping Financial Advice
March 2021
Date
Speaker
Location
Event / Details
Topics
4
Jeffrey Levine
Webinar
FSP New York City
*TBD
11
Michael Kitces
Webinar
FPA Oregon and SW Washington
*Five Industry Trends Reshaping Financial Advice
25
Michael Kitces
Webinar
FPA Puget Sound
*Five Industry Trends Reshaping Financial Advice
26
Jeffrey Levine
Webinar
FPA Puget Sound
*How The SECURE Act Changes Retirement (and Other) Planning
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
May 2021
Date
Speaker
Location
Event / Details
Topics
6
Jeffrey Levine
San Diego, CA
NAPFA National
*TBD
25
Jeffrey Levine
Harrisburg, PA
FPA of Central Pennsylvania
*TBD
June 2021
Date
Speaker
Location
Event / Details
Topics
3
Michael Kitces
Richmond, VA
FPA Central Virginia
TBD
11
Jeffrey Levine
Richmond, VA
FPA Central Virginia
*TBD
September 2021
Date
Speaker
Location
Event / Details
Topics
9
Michael Kitces
Frontier Asset Management
*TBD
29
Michael Kitces
Indian Wells, CA
Riskalyze
*TBD
October 2021
Date
Speaker
Location
Event / Details
Topics
13
Michael Kitces
Las Vegas, Nevada
Carson Coaching
*TBD
21
Michael Kitces
Cleveland, OH
FPA NE Ohio
*TBD
