Conference/Event Speaking Schedule
Remaining events available for this year:
Michael Kitces
Total Available: 40
Remaining: 7
Jeffrey Levine
Total Available: 40
Remaining: 33
Dr. Derek Tharp
Total Available: 15
Remaining: 12
Michael Kitces
Jeffrey Levine
Dr. Derek Tharp
Total Available
40
40
15
Remaining
7
33
12
Interested in having one of us speak? Details here.
The events Listed below are for the 2018/2019 calendar year.
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July 2018
Date
Speaker
Location
Event / Details
Topics
11
Michael Kitces
New York City, NY
*Panel Session on The Rise of the Model Marketplace
11
Michael Kitces
Webinar
AICPA
*Tax Planning Developments & Opportunities Under TCJA
18
Michael Kitces
Webinar
NAPFA Genesis
*Interview Style
24
Michael Kitces
Webinar
*Tax Planning Developments & Opportunities Under TCJA
29
Michael Kitces
Boston, MA
LPL Focus Conference
*Five Industry Trends Reshaping Financial Advice
August 2018
Date
Speaker
Location
Event / Details
Topics
6
Michael Kitces
San Diego, CA
CUSO Financial Services
*Future of Financial Planning in the Digital Age
*Interview Style - Ask Me Anything
13
Michael Kitces
Webinar
AICPA
*Tax Planning Developments & Opportunities Under TCJA
15
Michael Kitces
Irvine, CA
*Tax Planning Developments & Opportunities Under TCJA
*Estate Planning in 2018 & Beyond
*Estate Planning in 2018 & Beyond
16
Michael Kitces
Los Angeles, CA
Investments & Wealth Institute (IMCA)
*CPWA Training on Retirement Planning
23
Michael Kitces
Webinar
Private Event
*Interview Style - Ask Me Anything
27
Michael Kitces
Webinar
Private Event
*Estate Planning in 2018 & Beyond
28
Michael Kitces
Webinar
Investments & Wealth Income (IWI)
*Strategies For Managing Sequence Of Return Risk In Retirement
29
Michael Kitces
Webinar
AICPA
*An In-Depth Look At Optimal Rebalancing Strategies
September 2018
Date
Speaker
Location
Event / Details
Topics
5
Michael Kitces
Webinar
Loring Ward
*Social Media for Financial Planners
6
Michael Kitces
Phoenix, AZ
CUNA Mutual Group
*Five Industry Trends Reshaping Financial Advice
20
Michael Kitces
Webinar
Private Event
*Five Industry Trends Reshaping Financial Advice
20
Michael Kitces
Webinar
Retirement Funding Solutions
*Strategies For Managing Sequence Of Return Risk In Retirement
21
Michael Kitces
Webinar
Educe, Inc.
*Interview Style - Ask Me Anything
26
Michael Kitces
Chicago, IL
Investments & Wealth Institute (IMCA)
*CPWA Training on Retirement Planning
October 2018
Date
Speaker
Location
Event / Details
Topics
2
Michael Kitces
San Francisco, CA
Loring Ward
*Future of Financial Planning in the Digital Age
8
Michael Kitces
Chicago, IL
*Tax Planning Developments & Opportunities Under TCJA
9
Michael Kitces
Minneapolis, MN
*Future of Financial Planning in the Digital Age
*Five Industry Trends Reshaping Financial Advice
10
Michael Kitces
Chicago, IL
Private Event
*Five Industry Trends Reshaping Financial Advice
16
Jeffrey Levine
Philadelphia, PA
*10 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
18
Jeffrey Levine
Cleveland, OH
*Estate Planning in the Modern Age
*Everything You Ever Wanted to Know About Lifetime RMDs... And More
*Everything You Ever Wanted to Know About Lifetime RMDs... And More
18
Michael Kitces
Albany, NY
Cadaret, Grant & Co.
*Tax Planning Developments & Opportunities Under TCJA
*Estate Planning in 2018 & Beyond
*Estate Planning in 2018 & Beyond
22
Jeffrey Levine
St. Louis, MO
BAM Alliance
*10 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
23
Michael Kitces
St. Louis, MO
BAM Alliance
*What I’ve Learned Panel
*Advanced Roth Conversion Strategies
*Advanced Roth Conversion Strategies
24
Jeffrey Levine
Wausau, WI
FSP – Wisconsin
*IRA Planning for Baby Boomers
*An Advisor’s Guide to the New 20% Pass-Through Deduction
*An Advisor’s Guide to the New 20% Pass-Through Deduction
25
Jeffrey Levine
Eau Palm Beach, FL
Private Event
*10 Critical IRA Errors Advisors Must Avoid
*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
28
Jeffrey Levine
Washington, DC
Schwab IMPACT
*An Advisor’s Guide to the New 20% Pass-Through Deduction
*10 Critical IRA Errors Advisors Must Avoid
*10 Critical IRA Errors Advisors Must Avoid
30
Jeffrey Levine
Bethesda, MD
Estate Planning Council of Montgomery County
*IRA Planning for Baby Boomers
30
Michael Kitces
Washington, DC
Schwab IMPACT
*Five Industry Trends Reshaping Financial Advice
November 2018
Date
Speaker
Location
Event / Details
Topics
8
Michael Kitces
Dallas, TX
Investments & Wealth Institute (IMCA)
*CPWA Training on Retirement Planning
14
Jeffrey Levine
Davenport, IA
NelsonCorp Wealth Management
*10 Essential Questions to Lower Clients’ Tax Liabilities
*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
19
Michael Kitces
San Francisco, CA
Private Event
*Future of Financial Planning in the Digital Age
*Social Media for Financial Planners
28
Michael Kitces
Webinar
BAM Alliance
*Advanced Planning Concepts in Long-Term Care Insurance
28
Michael Kitces
Baltimore, MD
Private Event
*Tax Planning Developments & Opportunities Under TCJA
December 2018
Date
Speaker
Location
Event / Details
Topics
3
Michael Kitces
Amelia Island, FL
*Generating Tax Alpha with Effective Asset Location
10
Michael Kitces
Webinar
Private Event
*Future of Financial Planning in the Digital Age
12
Michael Kitces
Atlanta, GA
Investments & Wealth Institute (IWI)
*CPWA Training on Retirement Planning
17
Michael Kitces
Reston, VA
NAPFA DC Study Group
*Future of Financial Planning in the Digital Age
*Rethinking Risk Tolerance for Retiring Clients
2019 Events
January 2019
Date
Speaker
Location
Event / Details
Topics
15
Michael Kitces
Nashville, TN
Securities America
*Five Industry Trends Reshaping Financial Advice
24
Michael Kitces
Sacramento, CA
*Trusts as Beneficiaries of IRAs
*Advanced Roth Conversion Strategies
February 2019
Date
Speaker
Location
Event / Details
Topics
27
Michael Kitces
Houston, TX
Eagle Strategies
*Panel Discussion
March 2019
Date
Speaker
Location
Event / Details
Topics
4
Jeffrey Levine
Atlanta, GA
NAPFA South
TBD
5
Michael Kitces
Salt Lake City, UT
Private Event
TBD
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
30
Michael Kitces
Webinar
Online CPWA Alumni Event
TBD
May 2019
Date
Speaker
Location
Event / Details
Topics
6
Michael Kitces
Las Vegas, NV
*Tax Efficient Drawdown Strategies
*Advanced Roth Conversion Strategies
14
Michael Kitces
Austin, TX
NAPFA National
*Evaluating Existing Variable Annuities: What Every Advisor Needs to Know
*Strategies For Managing Sequence Of Return Risk In Retirement
*Strategies For Managing Sequence Of Return Risk In Retirement
28
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
10-11
Michael Kitces
Las Vegas, NV
*Life & Death Tax Planning for Annuities
*Best Ideas for Retirement
September 2019
Date
Speaker
Location
Event / Details
Topics
19
Michael Kitces
Cincinnati, OH
FPA Southwestern Ohio
TBD
20
Michael Kitces
Bowling Green, KY
Western Kentucky University
TBD
October 2019
Date
Speaker
Location
Event / Details
Topics
22
Michael Kitces
Des Moines, IA
FPA Iowa
TBD
