Kitces Speakers

for your financial advisor conference

Experienced, Professional, and Relevant
Speakers on Financial Planning

Financial advisors want practice management insights relevant to their businesses, and quality continuing education that’s relevant to the work they do with their clients. Not “education” that’s really little more than a thinly veiled pitch for some product or service.

That’s why our speakers are different.

Because we don’t speak at financial advisor events to promote some product or service.

We speak for one and only one reason: to help make financial planners more knowledgeable with their clients, and more successful in their businesses.

In fact, over the past decade, we’ve spoken at more than 600 industry conferences reaching more than 100,000 advisors, including nearly even major national conference in our industry, from membership associations to insurance companies, broker-dealers to RIA custodians.

We know what really matters to and is relevant for financial advisors, because we only work with events for financial advisors. And have decades of experience as financial advisors working with clients.

FAMOUS Study Of Financial Advisors’ Digital Media Usage (2017)

FAMOUS Study Of Financial Advisors’ Digital Media Usage (2017)

And, we publish the industry’s leading blog and podcast for financial advisors on advanced financial planning strategies and practice management trends, which was recently recognized in the FAMOUS study of advisor media usage as #1 for credibility, objectivity, influence, and useful to the real work that advisors do.

From breakouts and panels, to keynoting your main stage, book us confidently knowing we will deliver relevant and practical insights for the financial advisors at your event, that share real expertise on financial planning strategies and a thought-provoking perspective on the business of financial planning.

Want to learn more about our available speakers for your next event?

Real Audience Reviews Of Kitces Speakers

Michael is always an excellent presenter! Love his insight!

Jeff had one of the best tax – or any – sessions I’ve seen in a long time. Have him back!

Mr. Kitces made a very complex subject simple.

Jeff is an excellent, knowledgeable, and experienced speaker.

Michael is one of the best speakers on the circuit today.

This workshop would have been even better if… we had more time with Michael!

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Here Are Our Speakers

In addition to Michael Kitces — one of the world’s most in-demand financial planning and practice management speakers — our team includes multiple high-quality and experienced speakers.

The team delivers keynote presentations, breakout programs, half and full-day workshops, webinars, and more.

Many of the world’s leading financial planning firms and brands turn to the Kitces.com speaking team to deliver relevant financial planning strategies and insights about the business of financial planning.

Kitces.com speakers are hired at more than 100+ conferences each year. They also run the financial blog ranked #1 most influential, most objective, most credible, and most useful to advisors’ work on Financial Planning strategies and Practice Management. So you can rest assured that your attendees will get the most up-to-date, thorough, and relevant content available.

Michael Kitces
Michael Kitces
Title: MSFS, MTAX, CFP®, CLU, CHFC, RHU, REBC, CASL
Speaking Fee: $8,000 - $15,000
Travels From: Washington, D.C.
Specializes In: Advanced financial planning strategies and retirement strategies, advisor practice management and industry/FinTech trends
Bio:

Michael E. Kitces, is a partner and the Director of Wealth Management for Pinnacle Advisory Group, a private wealth management firm located in Columbia, Maryland that oversees more than $2.0 billion of client assets.

In addition, he is a co-founder of the XY Planning Network, AdvicePay, and New Planner Recruiting, the former Practitioner Editor of the Journal of Financial Planning, the host of the Financial Advisor Success podcast, and the publisher of the popular financial planning continuing education blog Nerd’s Eye View through his website www.Kitces.com, all dedicated to advancing knowledge in financial planning.

Jeffrey Levine
Jeffrey Levine
Title: CPA/PFS, CFP®, CWS®, MSA
Speaking Fee: $5,000 - $9,000
Travels From: New York City
Specializes In: Advanced tax and retirement planning strategies
Bio:

Jeffrey Levine is the Director of Tax and Retirement Planning for Kitces.com, and is also the President of Fully Vested Advice, Inc., which provides financial education and consulting services to industry professionals.

Jeffrey also serves as the CEO and Director of Financial Planning for BluePrint Wealth Alliance LLC, a Registered Investment Adviser, where he drives the firm’s vision of delivering a unique, modern approach to financial, tax and estate planning.

He is a nationally-recognized and award-winning thought leader within the financial planning community.

Dr. Derek Tharp
Dr. Derek Tharp
Title: PH.D., CFP®, CLU
Speaking Fee: $1,500 - $2,500
Travels From: Portland, Maine
Specializes In: Retirement saving and spending research
Bio:

Derek Tharp is the lead researcher at Kitces.com, an Assistant Professor of Finance at the University of Southern Maine, and the founder of Conscious Capital, a financial planning firm located in Cedar Rapids, Iowa.

In addition to writing at Kitces.com, Derek regularly contributes to the wealth management section of the Wall Street Journal’s Experts Blog.

His research has been published in academic journals such as the Journal of Retirement and Journal of Personal Finance, and he co-authored a chapter in the textbook Financial Therapy: Theory, Research, and Practice.

Michael Kitces Michael Kitces
Jeffrey Levine Jeffrey Levine
Dr. Derek Tharp Dr. Derek Tharp
Title
MSFS, MTAX, CFP®, CLU, CHFC, RHU, REBC, CASL
CPA/PFS, CFP®, CWS®, MSA
PH.D., CFP®, CLU
Speaker Fee
$8,000 - $15,000
$5,000 - $9,000
$1,500 - $2,500
Travels From
Washington, D.C.
New York City
Portland, Maine
Specializes In
Advanced financial planning strategies and retirement strategies, advisor practice management and industry/FinTech trends
Advanced tax and retirement planning strategies
Retirement saving and spending research
Bio

Michael E. Kitces, is a partner and the Director of Wealth Management for Pinnacle Advisory Group, a private wealth management firm located in Columbia, Maryland that oversees more than $2.0 billion of client assets.

In addition, he is a co-founder of the XY Planning Network, AdvicePay, and New Planner Recruiting, the former Practitioner Editor of the Journal of Financial Planning, the host of the Financial Advisor Success podcast, and the publisher of the popular financial planning continuing education blog Nerd’s Eye View through his website www.Kitces.com, all dedicated to advancing knowledge in financial planning.

Jeffrey Levine is the Director of Tax and Retirement Planning for Kitces.com, and is also the President of Fully Vested Advice, Inc., which provides financial education and consulting services to industry professionals.

Jeffrey also serves as the CEO and Director of Financial Planning for BluePrint Wealth Alliance LLC, a Registered Investment Adviser, where he drives the firm’s vision of delivering a unique, modern approach to financial, tax and estate planning.

He is a nationally-recognized and award-winning thought leader within the financial planning community.

Derek Tharp is the lead researcher at Kitces.com, an Assistant Professor of Finance at the University of Southern Maine, and the founder of Conscious Capital, a financial planning firm located in Cedar Rapids, Iowa.

In addition to writing at Kitces.com, Derek regularly contributes to the wealth management section of the Wall Street Journal’s Experts Blog.

His research has been published in academic journals such as the Journal of Retirement and Journal of Personal Finance, and he co-authored a chapter in the textbook Financial Therapy: Theory, Research, and Practice.

Presentation Topics

Below is a list of a few of our speaking team’s most popular presentations. Please contact our team via the form at the end of this page if you wish to have us speak on a topic not listed, or if you are interested in a half-day or full-day workshop.

In addition, we are also available to participate as part of a panel, or in an “Ask Me Anything” style interview.

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  • Industry Trends/Keynotes
  • Retirement
  • Income Tax
  • Investment
  • Estate Planning
  • Insurance
  • Annuities
  • Behavioral Finance
  • Practice Management

Industry Trends/Keynotes

Tax Planning Developments & Opportunities Under TCJA (1 hr or 2 hr)

Updated For New Tax Law!
CE Eligible
Michael Kitces

The end of 2017 brought one of the biggest pieces of tax reform legislation in decades: the Tax Cuts and Jobs Act (TCJA). In this presentation, we explore all the changes under TCJA, from new individual tax brackets, the repeal of various deductions, adjustments to the standard deduction and personal exemption, a narrowing of the Alternative Minimum Tax, and the rules of the new 20% Qualified Business Deduction for pass-through businesses!

Five Industry Trends Reshaping Financial Advice

Most Popular Keynote!
Michael Kitces

The recent rise of the “robo-advisor” has called into question the relevance of financial advisors and the viability of current advisory business models. Yet the reality is that technology “disrupting” financial advisor business models isn’t new, and has actually happened repeatedly over the past several decades… forcing advisors to adapt and move up the value chain, or be left behind. In this session, we look at how technology is once again driving major changes in the business model of financial advisors, driving a Great Convergence across historically-separate industry channels, triggering a Crisis of Differentiation, a Search for New Business Models, and rising pressure on improving the Client Experience. And in the coming years, these trends will only be accelerated, as the consumers of financial planning – and financial planners themselves – shift from Baby Boomers, to the Gen X and Millennial generations that, as “digital natives”, will expect and demand advisors to both leverage technology, and add value on top!

Future of Financial Planning in the Digital Age (1 or 1.5 hrs)

Popular Keynote!
CE Eligible
Michael Kitces

As financial planning shifts from the founding generation of planners (and their clients) to the next, so too does the world around us, as we enter the digital age. Thus far, however, financial planning has been slow to effectively adopt the emerging digital age technologies, from cloud computing to video “phone” calls to internet-driven workflows. In this session, we will explore how financial planning will undergo radical change in the coming decades as we truly enter the digital age, from financial planning “apps” for various devices, to what technology will – and won’t – replace in the financial planning relationship, to how financial planning practices must market and communicate to survive and thrive.

Retirement

Strategies For Managing Sequence Of Return Risk In Retirement

Updated For New Tax Law!
CE Eligible
Michael Kitces

For long-term investors, the reality is that even if markets are volatile for a period of time, as long as the portfolio stays invested, returns can average out in the long run. In the case of retirees, however, ongoing spending withdrawals introduce the possibility that if the portfolio experiences weak returns early on, it could be depleted entirely before the good returns finally show up. As a result, retirees must consider this “sequence of returns” risk when planning for retirement, and strategies to manage it, from reducing spending in the first place, to engaging in more dynamic asset allocation to reduce risk exposure, or dynamic spending strategies to adapt spending withdrawals to market changes along the way!

New World of Social Security

Updated For New Tax Law! Most Popular Keynote!
CE Eligible
Michael Kitces

The recently released Bipartisan Budget Act of 2015 is eliminating the popular File-and-Suspend and Restricted Application claiming strategies. In this webinar, we discuss how those claiming strategies worked, the timing of when they are being phased out under the new rules, and transition planning for couples, single individuals, divorcees, parents, and widows, given the new rules. We also explore the overall dynamics of when to take Social Security early versus delay, and how claiming strategies will shift in the future given the limitations of the new rules!

To Roth Or Not To Roth (1 hr)

Updated For New Tax Law!
CE Eligible
Michael Kitces

With the introduction of the Roth 401(k) in recent years in addition to Roth IRAs, and the removal of Roth conversion income limits in 2010, planners are increasingly eager to utilize Roth retirement accounts, but do not necessarily understand all of the factors that actually determine whether a Roth decision will increase or decrease a client’s wealth in the long run. In this session, planners will learn about the fundamental factors that really do, and don’t, contribute to long-term wealth creation by choosing to contribute to (or convert to) a Roth retirement account instead of a pre-tax account.

Advanced Roth Conversion Strategies

Updated For New Tax Law!
CE Eligible
Michael Kitces

Since 2010, anyone is permitted to do a Roth conversion of a traditional IRA or 401(k), regardless of income. However, just because you can, doesn’t mean you should – especially not all at once. In this session, we explore various strategies to maximize the value of a Roth conversion, from doing backdoor Roth contributions, to systematic partial Roth conversions, leveraging Roth recharacterizations using the separate accounts rule, and more!

Rethinking Risk Tolerance for Retiring Clients (1 hr)

Updated For New Tax Law!
CE Eligible
Michael Kitces

Despite being a requirement for FINRA-registered brokers and insurance agents, and a matter of fiduciary protection for registered investment advisors, most financial advisors today give short shrift to risk tolerance questionnaires. But does all this really mean that risk tolerance questionnaires are universally worthless, and that there’s no value to trying to measure a client’s risk tolerance by any means? Absolutely not! Instead, what’s necessary is to delve deeper on both fronts. This session will explore in greater depth exactly what risk tolerance is and what you’re trying to measure, and to consider what’s required to truly design a quality risk tolerance questionnaire or to properly assess risk tolerance for clients.

Safe Withdrawal Rates: Mechanics, Uses, and Caveats (1 hr)

Updated For New Tax Law!
CE Eligible
Michael Kitces

Determining a “safe” amount of retirement spending is an increasingly popular topic amongst financial planners, yet a great deal of confusion exists about the current state of research and how it should be applied. In this session, we will explore the problems with traditional linear projections, the impact of the sequence of returns on the ability to safely retire, the current state of research on safe withdrawal rates, and the uses and potential concerns of applying the research in client situations.

Expanding the Framework of Safe Withdrawal Rates (1 hr or 2 hr)

Updated For New Tax Law!
CE Eligible
Michael Kitces

Determining a “safe” amount of retirement spending is an increasingly popular topic amongst financial planners, yet a great deal of confusion exists about the current state of research and how it should be applied. In this session, we will explore the evolution of safe withdrawal rate research, from its starting point with Bengen almost 20 years ago, to the subsequent breadth of additional research on the impact of factors like expenses, taxation, varying time horizons, greater diversification, spending flexibility, annuities, and more. Ultimately, the outcome is a richer framework for determining safe sustainable spending levels for clients, adapted to the individual’s own particular circumstances.

Taking A Fresh Look At Reverse Mortgages (1 hr)

Updated For New Tax Law!
CE Eligible
Michael Kitces

For most of their history, reverse mortgages have been rather unpopular with financial planners, due both to their relatively high costs, and the fact that they are typically viewed as a resource or tool of last resort. Yet the reality is that use of reverse mortgages has exploded over the past decade, aided more recently by a newer, lower cost option, and several recent research articles in the Journal of Financial Planning have shown ways that reverse mortgages can be used proactively to enhance retirement income sustainability. In this presentation, we review the technical mechanics of HECM reverse mortgage loans, the costs involved, the emerging reverse mortgage strategies and applications that should be considered for clients, and the caveats and concerns that remain.

How Real Retirement Spending Patterns Change Traditional Retirement Withdrawal Strategies

CE Eligible
Derek Tharp

This presentation examines how real retirement spending patterns change traditional retirement withdrawal strategies. Specifically, commonly used retirement spending assumptions are compared to actual retirement spending patterns of retirees. This comparison reveals that typical assumptions of constant real spending often overstates retirement spending. As a result, commonly assumptions may overstate retirement savings need. Accounting for more realistic retirement spending results in higher safe withdrawal rates than prior research has typically indicated. Typical assumptions also fail to account for the potential to make adjustments in retirement that can keep a retirement spending plan on track.

How Earnings Growth Throughout The Lifecycle Impacts Retirement Savings Strategies

CE Eligible
Derek Tharp

This presentation examines how earnings growth throughout the lifecycle impacts retirement savings strategies. Specifically, traditional earnings growth assumptions utilized in safe savings rate analyses are compared to actual Social Security data on earnings growth across the lifecycle. This comparison reveals that typical assumptions of constant real earnings often understates income growth in earlier years, while overstating income growth in later years. As a result, assumptions regarding both saving during one’s working years and spending during retirement may not accurately reflect the outcomes that are most likely. Accounting for more realistic earnings curves results in lower “safe” savings rates than research has typically indicated—particularly among lower income Americans. Typical assumptions also fail to account for the potential to capture greater earnings growth as one’s savings increase, as well as the decline in retirement savings need that corresponds with declining real earnings experienced in late, pre-retirement years.

IRA Planning for Baby Boomers

Jeffrey Levine

Americans currently hold over $28 trillion in retirement assets. As such, a sound understanding of the rules surrounding these accounts is an absolute must for any serious practitioner. Those who understand the ins and outs of IRA planning are poised to benefit from the wave of Baby Boomers that are, or soon will be, tapping into their retirement assets. Conversely, those without such knowledge risk losing relevance, or worse, making the costly and irrevocable mistakes that can derail clients’ plans.

Advanced Roth Planning; How to Squeeze More Juice Out of the Tax Lemon

CE Eligible
Jeffrey Levine

A core concept of tax planning is to pay taxes at the lowest rates. But what will your clients’ tax rates be when they need to access their retirement funds? That unknown is a major risk for many retirees, but it’s a risk that a Roth IRA conversion can help to reduce and/or eliminate. In this session attendees will gain an understanding of critical Roth conversion rules, as well as some of the advanced conversion strategies that practitioners can use to help clients transition as much money as possible from tax-deferred accounts to tax-free accounts at the lowest cost.

10 Critical IRA Errors Advisors Must Avoid

CE Eligible
Jeffrey Levine

For more than 40 years, IRAs have been available as a retirement-savings vehicle, but the rules surrounding them are constantly changing, and they are incredibly – and deceptively – complex. Each year, client mistakes, advisor errors and oversights by financial institutions cost clients millions of dollars in unnecessary taxation. This session seeks to reverse that trend by helping advisors to identify and avoid 10 of the most frequent and costly IRA mistakes.

Everything You Ever Wanted to Know About Lifetime RMDs... And More

CE Eligible
Jeffrey Levine

A sound understanding of the RMD rules by advisors is a necessity, as RMDs are one aspect of retirement distribution planning that impacts nearly all clients at one point or another. Add to that the mass of Baby Boomers – the first of which are now 70 ½ – who need RMD help and it’s easy to see a golden opportunity awaits the educated advisor. Sadly though, evidence shows that most advisors vastly overestimate their knowledge of core RMD rules, which can lead to disastrous consequences. In this program, advisors will learn about RMDs from the “ground up” to ensure they can give sound advice for years to come. Special focus will be paid to the intricacies and nuances of this deceivingly complex aspect of the law so that advisors can help clients correct mistakes that have already occurred and avoid others before they even happen.

Income Tax

Understanding the New Medicare Taxes (1 hr)

Updated For New Tax Law!
CE Eligible
Michael Kitces

With the passage of new health care legislation in late March of 2010 – now upheld by the Supreme Court – Congress has implemented a series of new Medicare taxes on both earned and unearned income, and the new rules took effect in 2013. In this session, we will explore the technical rules that will apply to both of the new taxes, and explore the planning implications and potential techniques to manage or mitigate the impact of this new tax.

Financial Planning Implications of the Alternative Minimum Tax (1 hr or 2 hr)

Updated For New Tax Law!
CE Eligible
Michael Kitces

This session will give you key information on understanding AMT and its complications, how to evaluate client exposure, and the implications and planning strategies that stem from AMT’s expanding reach over your clients. Think you don’t have clients who will be concerned about AMT? Think again. Your clients have become increasingly exposed to AMT in recent years, and the trend will continue now that the fiscal cliff legislation has made current AMT rules permanent! If you don’t know how to spot potential AMT triggers and manage them, you had better learn – now!

An Advisor’s Guide to the New 20% Pass-Through Deduction

CE Eligible
Jeffrey Levine

For many business-owner clients, one of the most significant changes made by the Tax Cuts and Jobs Act (TCJA) was the creation of the new 199A deduction. This deduction, better known as the 20% pass-through deduction, has the potential to be one of the biggest tax-savers for certain clients, but it’s also undoubtedly one of the most complicated provisions in the entire TCJA. The good news, though, is that since the deduction is a completely new feature of the tax code, all advisors are starting off on a fresh, level playing field. Advisors who quickly and thoroughly learn the deduction’s ins and outs will easily stand out from the competition.

Tax Planning Developments & Opportunities Under TCJA (1 hr or 2 hr)

Updated For New Tax Law!
CE Eligible
Michael Kitces

The end of 2017 brought one of the biggest pieces of tax reform legislation in decades: the Tax Cuts and Jobs Act (TCJA). In this presentation, we explore all the changes under TCJA, from new individual tax brackets, the repeal of various deductions, adjustments to the standard deduction and personal exemption, a narrowing of the Alternative Minimum Tax, and the rules of the new 20% Qualified Business Deduction for pass-through businesses!

Investment

An In-Depth Look At Optimal Rebalancing Strategies

Updated For New Tax Law!
CE Eligible
Michael Kitces

The conventional view of rebalancing is that it’s a way to enhance long-term returns for investors while keeping their portfolio on target to achieve long-term goals. The reality, though, is that when rebalancing across different asset classes like stocks and bonds, systematic rebalancing is more likely to reduce returns, albeit with the benefit of also reducing risk. And for those who wish to engage in the strategy, it’s still necessary to consider the optimal frequency for rebalancing – which, as it turns out, is not based on a fixed time horizon like monthly, quarterly, or annual rebalancing, but instead is best done by targeting asset allocation thresholds at which a rebalancing trade will trigger (however long it takes to get there!).

Generating Tax Alpha With Effective Asset Location (1 hr)

Updated For New Tax Law!
CE Eligible
Michael Kitces

While it is ‘standard’ for advisors to diversify into an asset allocated portfolio, the question of where to locate those asset classes is more challenging. In this session, we will explore the various ways to handle asset location, taking into consideration tax efficiency, expected returns, and time horizons. We also take a look at how to build, use, and implement an asset location priority list based on the expected return and the tax efficiency of various assets. Finally, we review the caveats and concerns of asset location and approximate the value of utilizing an asset location strategy with your clients.

Modern Portfolio Theory 2.0 (1.5 hrs)

Updated For New Tax Law!
CE Eligible
Michael Kitces

The investment markets of 2008-2010 have been a somewhat humbling experience for many financial planners. Steeped in an investment education rooted firmly in Modern Portfolio Theory, we created investment recommendations and portfolios for clients that we believed to be “efficient” solutions, balancing the prospects of return with the dangers of risk in pursuit of growing assets and achieving client goals. The results in reality, though, did not transpire as anticipated. Losses were larger than most of us believed would “likely” happen in any bear market; diversification did not produce the resilience we expected from our portfolios. In short, it seemed as though “modern” portfolio theory might not be so modern anymore, but instead “outdated.” In this session, we will revisit Modern Portfolio Theory, and examine what it was – and was not – supposed to tell us about portfolio construction. We will explore some of the ways that we develop the inputs used in Modern Portfolio Theory and some problems that arise, with an eye on how portfolio construction may change in the future.

Understanding Tactical Asset Allocation (1 hr)

Michael Kitces

This session is designed for financial advisors who have managed portfolios using traditional buy-and-hold oriented techniques, who want a better understanding of the tactical asset allocation approach. In this session, participants will gain an understanding of some of the theoretical underpinnings of buy-and-hold strategic asset allocation and the tactical asset allocation alternative, and some of the practical approaches used and challenges faced by those who adopt tactical asset allocation.

Estate Planning

Estate Planning in 2018 and Beyond (1 hr)

Updated For New Tax Law! Most Popular Keynote!
CE Eligible
Michael Kitces

With the passage of the American Taxpayer Relief Act of 2012 (ATRA), Congress not only averted the fiscal cliff at the last possible moment; it also introduced the start of a new era of estate planning, as ATRA’s made permanent a wide range of estate planning “temporary” tax laws, including and especially portability. And those exemptions were expanded further under TCJA 2017! In this presentation, we look in depth at estate planning in light of the now-limited scope of the estate tax, the rising importance of cost basis planning, the permanence of portability to the reduced need for bypass trusts, and how future legislation may further change the picture – including the challenging new dynamics at play for state estate taxes!

Trusts as Beneficiaries of IRAs (1 hr)

Updated For New Tax Law!
CE Eligible
Michael Kitces

As the use of trusts in estate planning becomes increasingly popular for both tax and non-tax reasons, and clients continue to accumulate more and more assets in retirement accounts, the use of trusts as beneficiaries of IRAs is increasing desirable and necessary. Unfortunately, though, the rules pertaining to IRAs payable to a trust after death are complex and challenging. In this session, we will explore the unique requirements for IRAs to preserve and maximize their tax deferral after death when a trust is the beneficiary, with details about the rules for trusts to qualify for the IRA’s post-death tax deferral “stretch,” how to calculate the actual post-death required minimum distributions for the trust, and examples of specific wording from sample trusts.

Estate Planning in the Modern Age

CE Eligible
Jeffrey Levine

In recent years, the rise of the Federal estate tax exemption has dramatically reduced the scope of “traditional” estate planning. Nevertheless, financial advisors can continue to provide an extraordinary amount of value in the overall estate planning process. In this session we’ll explore the paradigm shift in end-of-life tax planning, which has changed the focus from estate tax minimization, to basis management and planning to minimize income tax liability. We’ll also explore how the rise of the digital world has created a new wrinkle for estate planning: how to effectively transition “digital” assets, which may include assets with a monetary value, as well as assets with “just” personal or sentimental value, such as social media profiles and digital photos, and online subscriptions.

Insurance

Advanced Planning Concepts in Long-Term Care Insurance (1.5 hrs)

Updated For New Tax Law!
CE Eligible
Michael Kitces

Although long-term care continues to be widely recommended by financial planners, differences remain in the details of particular policies and the philosophical approaches of how to design policies for individual client needs. This session will focus on some of the advanced issues that planners should be aware of when reviewing LTCi contracts, and will provide guidance on philosophical and structural approaches to determining the right policy design for individual client needs.

Annuities

Understanding Longevity Annuities And Their Potential Role In Retirement Income (1.5 hrs)

Updated For New Tax Law!
CE Eligible
Michael Kitces

A longevity annuity is similar in concept to an immediate annuity, but the lump sum payment is converted not to income for life beginning immediately, but instead with payments that may not begin until the distant future. Such a trade-off allows longevity annuities to provide “income that cannot be outlived” but at a fraction of the cost of a traditional annuity product. In this session, we look at how longevity annuities work, the ways they can fit into an overall retirement income strategy, how they compare to available investment alternatives, their caveats and concerns, and explore the potential role that they may play for retirement income in the future.

Life and Death Tax Planning for Annuities (1 hr or 2 hr)

Updated For New Tax Law!
CE Eligible
Michael Kitces

As the use of annuities increases, particularly amongst baby boomers planning for retirement, professional advisors face more and more situations where they must properly report on and plan for annuity transactions. However, annuities are subject to unique rules of taxation. In this session, we will cover the income and estate tax treatment of deferred annuities during life and death, with a particular focus on the complex rules and significant areas of ambiguity that apply to post-death distribution requirements from deferred annuities, and including some of the latest IRS rulings!

Evaluating Existing Variable Annuities: What Every Advisor Needs to Know (1.5 hrs)

Updated For New Tax Law!
CE Eligible
Michael Kitces

Are you ever challenged when a prospective client comes to you with an existing annuity, wondering what to do with it, and you find yourself unsure of whether you’re about to do the right thing because you don’t regularly work with annuities? In this session, noted financial planner Michael Kitces, co-author of the unbiased and objective book “The Advisor’s Guide to Annuities”, will provide you with an understanding of: the importance of cash, surrender, death, and other values associated with an annuity; the tax complex rules (including important grandfathered laws you shouldn’t overlook!); common annuity rider guarantees of which you must be aware; the impact of withdrawals on annuity guarantees; and the issues that you should be considering when crafting a recommendation.

Behavioral Finance

Applying Behavioral Finance In Your Financial Planning Practice (1 hr)

Updated For New Tax Law!
CE Eligible
Michael Kitces

An increasing volume of research is making clear what financial planners have long known – that clients do not always act in a purely rational manner. But it’s one thing to recognize that clients sometimes make irrational decisions, and another to really understand what drives those decisions and how to help clients avoid the most damaging mistakes. In this session, advisors will learn what the behavioral finance research has shown about our not-always-rational decision-making process, and how to consider making adjustments to the delivery of their financial planning services to help clients achieve more desirable outcomes through better communication and enhanced trust.

Practice Management

Social Media for Financial Planners (1 hr)

Michael Kitces

The rise of social media in just a few short years has created some of the largest technology companies in the world, as Facebook crosses the line for 1 billion users. Yet at the same time, change has been so rapid that many industries, including financial services, are struggling to keep up with the changing technology. In this session, we’ll look at what social media is, how it fits as a part of a financial planner’s (referral) marketing strategy within the broader context of an “inbound marketing” approach, with examples, tips, and best practices about how to begin to use social media in your own advisory firm.

Understanding the Next Generation of Financial Services Professionals (1 hr)

Michael Kitces

Today’s emerging young financial planners, members of Generation X and Generation Y, show distinct differences in their goals and behaviors in the workplace relative to the Baby Boomers, leading to a broad array of communication and management challenges in developing young talent and succession plans. In this session, advisors will learn to understand some of the key differentiators in workplace behaviors between the generations regarding such issues as attitudes about time, loyalty, authority, teamwork, and technology, and how to help bridge the gap by understanding and relating across these differences.

Pricing - Speaking Fees

Our speaking fees for keynotes and in-person engagements vary depending on the speaker, as well as the size, timing, and location of the event.

Our rate is treated as a flat day rate, regardless of whether the particular session is a keynote, breakout, or workshop.

Michael Kitces

Fee Range: $8,000 - $15,000
Travels From: Washington DC.
Webinar Pricing: $2,500

Jeffrey Levine

Fee Range: $5,000 - $9,000
Travels From: New York City
Webinar Pricing: $1,500

Dr. Derek Tharp

Fee Range: $1,500 - $2,500
Travels From: Portland, Maine
Webinar Pricing: $750
Michael Kitces
Jeffrey Levine
Dr. Derek Tharp
Fee Range
$8,000 - $15,000
$5,000 - $9,000
$1,500 - $2,500
Travels From
Washington DC.
New York City
Portland, Maine
Webinar Pricing
$2,500
$1,500
$750

In addition to speaking fees, expense reimbursements include coach airfare on the speaker’s preferred airline, 1-2 nights of accommodations as necessary based on travel arrangements, parking, and ground transportation.

Our speaking fees typically cover:

  • A 30-minute pre-event planning call with event organizers (if desired)
  • A 60-90 minute keynote or breakout session presentation
  • An additional 60-90 minute breakout session or workshop at the event (based on travel availability)
  • Social media promotion of the event and speaker attendance at the event (if desired)

Will we ever do a talk for less?

Yes, in rare cases, we will, if your organization has limited means but aligns with our mission of advancing competent and ethical fiduciary financial planning.

25% discounts are available for membership associations and other non-profit organizations. Additional discounts available for multi-event arrangements.

What is your international speaking fee?

For international events outside the US, Michael’s fees begin at US $15,000, plus reimbursement for business class airfare on United.

Where can I ask additional questions about how to work with a Kitces speaker?

See our FAQs at the bottom of this page, or contact us directly via the Speaker Request form below.

Presentation Requirements

If our speaker is using slides, they will bring their own PC laptop to present.

We will also supply our own presentation remote and video adapters (if/as needed).

Our speakers will bring:

  • A PC laptop with VGA and HDMI connections/adapters
  • Logitech Spotlight (or similar) Presentation Remote
  • A Powerpoint presentation formatted to 4:3 format (can be reformatted to 16:9 upon request)

We will need you to provide:

  • A microphone (lavalier preferred)
  • AC power for our laptops
  • A projector to connect to (with VGA or HDMI input)
  • A sound system to connect to for laptop audio output (depending on presentation)

What It’s Like To Work With Kitces Speakers

As a chapter executive responsible for managing the logistics and CE filings for over 20 speakers for our annual two-day forum, I always look forward to working with Michael and his staff. They handle themselves in a professional and friendly way, always have the contract and CE filing documentation in the format needed, and are flexible and accommodating if necessary. I would love to give the “Kitces-template” to all the speakers with which I deal so that I could have more time to deal with the other aspects of managing an event.

Michael’s content is an essential feature at Investments & Wealth Institute events for two reasons – it’s flawlessly researched and highly practical for our membership of elite advisors. Those reasons are enough to invite him to our events. But the fact that he’s also an extraordinary speaker, easy to work with, and adaptable to nearly any topic makes him an extremely powerful addition to our educational programs.

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Availability & Capacity

Our team only has capacity for 95 engagements in total for 2019. Please see our current speaking schedule below to see if your dates are available.

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

Please note: our preferred speaking time is mornings or very early afternoon, to minimize travel conflicts for outbound afternoon flights to the next event.

Request to have a Kitces Speaker at Your Event

Please fill out the form belong in its entirety. This will give our team everything they need to determine if your requested speaker is available and a good fit for your event. If you have a unique circumstance that doesn’t fit our request form below, please contact speaking@kitces.com directly.

Our speaking slots do fill up quickly and we are often booked up to a year in advance. The earlier you can apply, the better.

More InfoSpeaker Videos

Speaker Request Form

Even More Kind Words from Past Clients

Michael’s engagement and content are often sought after by our advisors and he consistently adds value to our learning opportunities. Through Michael’s educational tools and resources, our advisors are better prepared to help their clients achieve success and have more meaningful discussions.

The Financial Planning Association of Minnesota chapter has shared Michael Kitces’ expertise with our members since 2007, with audiences ranging from 149 to 623. He is consistently ranked by attendees as one of our best presenters – absolutely fantastic!

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