Advancing Knowledge in Financial Planning
Conference/Event Speaking Schedule
Remaining events available for 2022:
Michael Kitces
Total In-Person Available: 12
Remaining: 1
Jeffrey Levine
Total In-Person Available: 30
Remaining: 8
Dr. Derek Tharp
Total In-Person Available: 15
Remaining: 12
Meghaan Lurtz
Total In-Person Available: 10
Remaining: 4
Michael Kitces
Jeffrey Levine
Dr. Derek Tharp
Meghaan Lurtz
Total In-Person Available
12
30
15
10
In-Person Available
1
8
12
4
Virtual Remaining
2/month
Flexible Based On Availability
Flexible Based On Availability
Flexible based on availability
Interested in having one of us speak? Details here.
The events Listed below are for the 2022-2023 calendar years.
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January 2022
Date
Speaker
Location
Event / Details
Topics
11
Jeffrey Levine
Webinar
Financial Planning Association of San Francisco
*Analyzing Biden’s Latest “Build Back Better” Tax Proposal
14
Jeffrey Levine
Philadelphia, PA
Janney Montgomery Scott
* Analyzing Biden’s Latest “Build Back Better” Tax Proposal
18
Michael Kitces
Webinar
SSQ
*Strategies for Managing Sequence of Return Risk
18
Jeffrey Levine
Kansas City, MO
Strategic Partners
*Estate Planning For Income Taxes: Maximizing Basis Planning Opportunities
19
Jeffrey Levine
Kansas City, KA
FPA of Greater Kansas City
*Analyzing Biden’s Latest “Build Back Better” Tax Proposal
*Estate Planning For Income Taxes: Maximizing Step-Up In Basis For Couples
25
Jeffrey Levine
Webinar
Estate Planning Council of Eastern New York
*Analyzing Biden’s Latest “Build Back Better” Tax Proposal
February 2022
Date
Speaker
Location
Event / Details
Topics
2
Michael Kitces
Webinar
SSQ
*Expanding the Framework of Safe Withdrawal Rates
3
Michael Kitces
Webinar
YCharts
*Rethinking Advisor Marketing To Generate More Scalable Growth
3
Jeffrey Levine
Webinar
Clark Capital
*Advanced Roth Planning; How to Squeeze More Juice Out of the Tax Lemon
15
Jeffrey Levine
Webinar
InsurMark
*Podcast
24
Michael Kitces
Orlando, FL
*The Capacity Crossroads: 3 Visions For Scaling the Advisory Firm You Want
28
Michael Kitces
Webinar
First Command
*Five Industry Trends Reshaping Financial Advice
March 2022
Date
Speaker
Location
Event / Details
Topics
8
Jeffrey Levine
Webinar
NAPFA
*Estate Planning For Income Taxes: Maximizing Basis Planning Opportunities
8
Jeffrey Levine
Webinar
InsurMark
*10 CRITICAL IRA ERRORS ADVISORS MUST AVOID
10
Michael Kitces
Webinar
Allianz
*TBD
10
Michael Kitces
Webinar
SSQ
*Expanding the Framework of Safe Withdrawal Rates
17
Michael Kitces
Webinar
AdvisorStream
*Panel Discussion
23
Jeffrey Levine
Chicago, IL
Investments & Wealth Institute
*CPWA Training
30
Jeffrey Levine
Webinar
GWN
*AMA
April 2022
Date
Speaker
Location
Event / Details
Topics
8
Michael Kitces
Webinar
Hartford Funds Management Group, Inc
*Podcast
14
Michael Kitces
Miami, FL
Advisors Circle
*Five Industry Trends Reshaping Financial Advice
26
Derek Tharp
Cedar Creek, TX
Financial Planning Association
*Rethinking Monte Carlo Results for Better Client Conversations
27-28
Michael Kitces
Cedar Creek, TX
Financial Planning Association
*At The Capacity Crossroads: 3 Visions For Scaling The Advisory Firm You Want
*AMA
27
Meghaan Lurtz
Cedar Creek, TX
Financial Planning Association
*Upping Your Question Game: 25 Questions for Better Client Connections Throughout The Financial Planning Engagement
May 2022
Date
Speaker
Location
Event / Details
Topics
5
Michael Kitces
Atlanta, GA
NAPFA
*Trusts as Beneficiaries of IRAS
*Tax Efficient Withdrawal Strategies in Retirement
5
Jeffrey Levine
Charlotte, NC
Wipfli Financial Advisors
*10 Critical IRA Errors Advisors Must Avoid
11
Jeffrey Levine
Overland Park, KS
MOKAN Trust Financial Services
*TBD
12
Jeffrey Levine
Kansas City, KS
Ed Slott and Company, LLC
*TBD
16
Jeffrey Levine
Nashville, TN
Investments & Wealth Institute
*Using Trusts as IRA Beneficiaries
17
Meghaan Lurtz
Austin, TX
Broadridge Fi360 Solutions
*25 Questions for Better Client Connections Throughout The Financial Planning Engagement
18
Michael Kitces
Webinar
CUNA Mutual Group
*TBD
18
Michael Kitces
Webinar
Akron Community Foundation
*Understanding Longevity Annuities and Their Potential Role in Retirement Income
19
Michael Kitces
Webinar
Prudential
*TBD
19
Meghaan Lurtz
San Francisco, CA
First Republic Wealth Management
*Upping Your Question Game: 25 Questions for Better Client Connections Throughout The Financial Planning Engagement
31
Michael Kitces
San Francisco, CA
FPA NorCal
*Kitces Research on What Makes Financial Planning More Efficient
June 2022
Date
Speaker
Location
Event / Details
Topics
1
Jeffrey Levine
San Francisco, CA
FPA NorCal
*Managing and Minimizing RMD Obligations
*Estate Planning for IRAs
2
Michael Kitces
Hollywood, FL
Informa Wealth Management
*Kitces Research on What Makes Financial Planning More Efficient
10
Jeffrey Levine
Richmond, VA
*SECURE Act 2.0
*Advanced Roth Planning; How to Squeeze More Juice Out of the Tax Lemon
23
Jeffrey Levine
Laguna Beach, CA
Beacon Pointe
*TBD
July 2022
Date
Speaker
Location
Event / Details
Topics
28
Michael Kitces
Webinar
fpPathfinder
*TBD
28
Jeffrey Levine
Rochester, NY
Jewish Federation of Greater Rochester
*TBD
August 2022
Date
Speaker
Location
Event / Details
Topics
2
Michael Kitces
Las Vegas, NV
Securian Financial
*TBD
24
Michael Kitces
Mayfield Heights, OH
Cedar Brook Group
*TBD
31
Michael Kitces
Olathe, KS
FPA Greater Kansas City
*TBD
September 2022
Date
Speaker
Location
Event / Details
Topics
20
Jeffrey Levine
Camp Hill, PA
FPA of Central Pennsylvania
*TBD
23
Michael Kitces
Webinar
FPA Michigan
*TBD
29
Jeffrey Levine
Houston, TX
FPA Houston
*TBD
30
Jeffrey Levine
Indianapolis, IN
FPA Greater Indiana
*TBD
October 2022
Date
Speaker
Location
Event / Details
Topics
10
Meghaan Lurtz
Minneapolis, MN
FPA Minnesota
*25 Questions for Better Client Connections Throughout The Financial Planning Engagement
20
Jeffrey Levine
Salt Lake City, UT
Riskalyze
*TBD
24
Jeffrey Levine
Hollywood, FL
GWN Securities
*TBD
November 2022
Date
Speaker
Location
Event / Details
Topics
10
Jeffrey Levine
Miami, FL
FPA Miami
*TBD
10
Michael Kitces
Columbus, OH
FPA All Ohio
*TBD
2023 Events
May 2023
Date
Speaker
Location
Event / Details
Topics
10
Jeffrey Levine
Overland Park, KS
MOKAN Financial Trust Services
*TBD
