Conference/Event Speaking Schedule

Remaining events available for this year:

Michael Kitces

Total Available: 40
Remaining: 2

Jeffrey Levine

Total Available: 40
Remaining: 14

Dr. Derek Tharp

Total Available: 15
Remaining: 13
Michael Kitces
Jeffrey Levine
Dr. Derek Tharp
Total Available
40
40
15
Remaining
2
14
13

Interested in having one of us speak? Details here.

The events Listed below are for the 2019/2020 calendar year.
Filter By:
and/or
Reset

January 2019

Date
Speaker
Location
Event / Details
Topics
15
Michael Kitces
Nashville, TN
Securities America
*Five Industry Trends Reshaping Financial Advice
21
Jeffrey Levine
Kansas City, MO
Strategic Partners Annual Education Forum
*An Advisor’s Guide to the New 20% Pass-Through Deduction
24
Michael Kitces
Sacramento, CA
*Trusts as Beneficiaries of IRAs
*Advanced Roth Conversion Strategies
28-29
Jeffrey Levine
Honolulu, HI
Sessions for IRAs

February 2019

Date
Speaker
Location
Event / Details
Topics
7
Michael Kitces
St. Louis, MO
*Expanding the Framework of Safe Withdrawal Rates
*Rethinking Risk Tolerance for Retiring Clients
13
Michael Kitces
Webinar
NAPFA Genesis
*Interview Style - Ask Me Anything
19-20
Michael Kitces
Sydney, Australia
Portfolio Construction Forum – Finology 2019
*Five Industry Trends Reshaping Financial Advice
25
Michael Kitces
Webinar
United Capital
*Tax Efficient Withdrawal Strategies in Retirement
27
Michael Kitces
Houston, TX
Eagle Strategies
*Panel Discussion

March 2019

Date
Speaker
Location
Event / Details
Topics
4
Jeffrey Levine
Atlanta, GA
*Advanced Roth Conversion Planning
*An Advisor’s Guide to the New 20% Pass-Through Deduction
5
Michael Kitces
Orem, UT
*Strategies For Managing Sequence Of Return Risk In Retirement
5
Michael Kitces
Salt Lake City, UT
Private Event
*Five Industry Trends Reshaping Financial Advice
13
Jeffrey Levine
Webinar
Investments & Wealth Institute
*An Advisor’s Guide to the New 20% Pass-Through Deduction
13
Michael Kitces
Knoxville, TN
*Five Industry Trends Reshaping Financial Advice
*An In-Depth Look At Optimal Rebalancing Strategies
21
Michael Kitces
Salt Lake City, UT
*Future of Financial Planning in the Digital Age
22
Jeffrey Levine
Fairborn, OH
Private Event
*Everything You Ever Wanted to Know About Lifetime RMDs... And More
*An Advisor’s Guide to the New 20% Pass-Through Deduction
27
Michael Kitces
Chicago, IL
Investments & Wealth Institute
*CPWA Training on Retirement Planning

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
18
Michael Kitces
Chicago, IL
*Five Industry Trends Reshaping Financial Advice
18
Michael Kitces
Chicago, IL
*Rethinking Risk Tolerance for Retiring Clients
23
Michael Kitces
Scottsdale, AZ
FormulaFolio Investments
*Five Industry Trends Reshaping Financial Advice
30
Jeffrey Levine
Monterey, CA
Private Event
*Planning to Maximize the Step-Up In Basis for Couples
30
Michael Kitces
Mashantucket, CT
Integrated Financial Partners
*Five Industry Trends Reshaping Financial Advice

May 2019

Date
Speaker
Location
Event / Details
Topics
1
Michael Kitces
Austin, TX
*Five Industry Trends Reshaping Financial Advice
2
Michael Kitces
Allentown, PA
*Five Industry Trends Reshaping Financial Advice
6
Michael Kitces
Las Vegas, NV
*Tax Efficient Drawdown Strategies *Advanced Roth Conversion Strategies
9
Michael Kitces
Chicago, IL
*Five Industry Trends Reshaping Financial Advice
14
Michael Kitces
Austin, TX
*Tax Planning Developments and Opportunities Under TCJA
*Strategies For Managing Sequence Of Return Risk In Retirement
15
Jeffrey Levine
Plymouth Meeting, PA
Private Event
*Panel
15
Jeffrey Levine
Malvern, PA
*10 Critical IRA Errors Advisors Must Avoid
15
Michael Kitces
Chicago, IL
*Setting a Proper Asset Allocation Glidepath In Retirement
*Panel: What if your client is retiring today?
16
Michael Kitces
Dallas, TX
*Tax Efficient Retirement Withdrawals *Advanced Roth Conversion Strategies
22
Michael Kitces
Webinar
Private Event
*Interview Style - Ask Me Anything
22
Michael Kitces
Webinar
AICPA
*Rethinking Risk Tolerance for Retiring Clients
28-29
Michael Kitces
San Francisco, CA
*Five Industry Trends Reshaping Financial Advice
*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
6
Michael Kitces
Richmond, VA
*Evaluating Existing Variable Annuities: What Every Advisor Needs to Know
*To Roth or Not to Roth
10
Jeffrey Levine
Las Vegas, NV
*Estate Planning for IRAs
10-11
Michael Kitces
Las Vegas, NV
*Life & Death Tax Planning for Annuities
*Advanced Roth Conversion Strategies
*Best Ideas for Retirement
13
Michael Kitces
Phoenix, AZ
*TED Talk style on the Client Experience *Interview on Where is Financial Advice Heading Next? Experts Explore 5 Critical Trends
17
Jeffrey Levine
Webinar
United Capital
*An Advisor’s Guide to the New 20% Pass-Through Deduction
20
Jeffrey Levine
Brooklyn Center, MN
*IRA Planning for Baby Boomers
*Everything You Ever Wanted to Know About Lifetime RMDs... And More
*Advanced Roth Conversion Planning: How to Squeeze More Juice Out of the Tax Lemon
27
Michael Kitces
Chicago, IL
Investments & Wealth Institute
*CPWA Training on Retirement Planning

July 2019

Date
Speaker
Location
Event / Details
Topics
9
Jeffrey Levine
Webinar
Private Event
*Educational Videos
16
Michael Kitces
NYC
Private Event
*Five Industry Trends Reshaping Financial Advice *Interview Style - Ask Me Anything
16
Michael Kitces
NYC
*Five Industry Trends Reshaping Financial Advice
17
Michael Kitces
Webinar
AICPA
*Understanding Longevity Annuities and their Potential Role in Retirement Income
22
Jeffrey Levine
Dallas, TX
Private Event
*7 Critical IRA Errors Advisors Must Avoid
*An Advisor’s Guide to the New 20% Pass-Through Deduction
24
Michael Kitces
Denver, CO
Cetera Financial Group
*Five Industry Trends Reshaping Financial Advice
25
Michael Kitces
Webinar
*Interview/Panel session on Building a Healthier and More Sustainable Practice
30
Jeffrey Levine
Austin, TX
Loring Ward Advanced Symposium
*Planning to Maximize the Step-Up In Basis for Couples

August 2019

Date
Speaker
Location
Event / Details
Topics
7
Michael Kitces
Atlanta, GA
Investments & Wealth Institute
*CPWA Training on Retirement Planning
14
Jeffrey Levine
Webinar
AICPA
*Everything You Ever Wanted to Know About Lifetime RMDs... And More
18
Michael Kitces
San Diego, CA
Private Event
*Why The End Of Commissions Is The Beginning Of A Real Advisory Business
28
Jeffrey Levine
Denver, CO
Private Event
*Planning to Maximize the Step-Up In Basis for Couples
*10 Critical IRA Errors Advisors Must Avoid

September 2019

Date
Speaker
Location
Event / Details
Topics
12
Michael Kitces
Westminster, CO
Limitless Adviser
*Panel
17
Jeffrey Levine
Golden Valley, MN
*An Advisor’s Guide to the New 20% Pass-Through Deduction
*Advanced Roth Conversion Planning: How to Squeeze More Juice Out of the Tax Lemon
18
Jeffrey Levine
New York, NY
UJA Federation
*Estate Planning for IRAs
18
Michael Kitces
Chicago, IL
Investments & Wealth Institute
*CPWA Training on Retirement Planning
19
Michael Kitces
Cincinnati, OH
*Applying Behavioral Finance in your Financial Planning Practice
*Future of Financial Planning in the Digital Age
*Interview Style - Ask Me Anything
19
Derek Tharp
Columbus, OH
*How Earnings Growth Throughout the Lifecycle Impacts Retirement Savings Strategies
*How Real Retirement Spending Patterns Change Traditional Retirement Withdrawal Strategies
20
Michael Kitces
Bowling Green, KY
*Strategies For Managing Sequence Of Return Risk In Retirement
23
Jeffrey Levine
NYC
Baruch College
TBD
23
Jeffrey Levine
Webinar
United Capital
*Everything You Ever Wanted to Know About Lifetime RMDs... And More
25
Michael Kitces
Webinar
FPA Phoenix
*Understanding Longevity Annuities and their Potential Role in Retirement Income
26-27
Jeffrey Levine
New York, NY
Savvy Workshop for Horsesmouth
TBD

October 2019

Date
Speaker
Location
Event / Details
Topics
2
Michael Kitces
Washington DC
*Trusts as Beneficiaries of IRAs
2
Jeffrey Levine
Newport, RI
Barnum
*An Advisor’s Guide to the New 20% Pass-Through Deduction
*Advanced Roth Conversion Planning: How to Squeeze More Juice Out of the Tax Lemon
*Interview Style - Ask Me Anything*
15
Michael Kitces
Austin, TX
*Interview Style - Ask Me Anything
*Applying Behavioral Finance in your Financial Planning Practice
16
Michael Kitces
Las Vegas, NV
Wealth Management Thrive Event
*Five Industry Trends Reshaping Financial Advice
17
Jeffrey Levine
Webinar
AICPA
TBD
21
Michael Kitces
Scottsdale, AZ
*Understanding the New Medicare Taxes
*Interview Style - Ask Me Anything
22
Michael Kitces
Des Moines, IA
*Future of Financial Planning in the Digital Age
*Tax Planning Developments & Opportunities Under TCJA
23
Jeffrey Levine
Wausau, WI
Society of Financial Service Professionals – Wisconsin Valley
*Estate Planning in the Modern Age
*Advanced Roth Conversion Planning: How to Squeeze More Juice Out of the Tax Lemon
*Trusts as Beneficiaries of IRAs
23
Michael Kitces
Spokane, WA
FPA Spokane
*Five Industry Trends Reshaping Financial Advice
*Modern Portfolio Theory 2.0
*Advanced Roth Conversion Strategies
24
Jeffrey Levine
Hollywood Beach, FL
GWN Securities
TBD
24
Michael Kitces
Cleveland, OH
FPA Northeast Ohio
*Five Industry Trends Reshaping Financial Advice
*Advanced Roth Conversion Strategies

November 2019

Date
Speaker
Location
Event / Details
Topics
13
Michael Kitces
NYC
Private Event
*Five Industry Trends Reshaping Financial Advice
20
Michael Kitces
Dallas, TX
Investments & Wealth Institute
*CPWA Training on Retirement Planning
21
Jeffrey Levine
Miami, FL
*10 Critical IRA Errors Advisors Must Avoid *Advanced Roth Conversion Planning: How to Squeeze More Juice Out of the Tax Lemon

December 2019

Date
Speaker
Location
Event / Details
Topics
3
Michael Kitces
McLean, VA
NAPFA DC Study Group
TBD
11
Jeffrey Levine
Atlanta, GA
Investments & Wealth Institute
*CPWA Training on Retirement Planning
12
Michael Kitces
Amelia Island, FL
IWI Retirement Management Forum
*TBD
16
Derek Tharp
Webinar
United Capital
*How Real Retirement Spending Patterns Change Traditional Retirement Withdrawal Strategies

2020 Events

January 2020

Date
Speaker
Location
Event / Details
Topics
15
Michael Kitces
Kansas City, KS
FPA Greater Kansas City
TBD

February 2020

Date
Speaker
Location
Event / Details
Topics
3
Jeffrey Levine
Scottsdale, AZ
Fiduciary Insurance Group
TBD
12
Michael Kitces
Irvine, CA
FPA Orange County
*Interview Style - Ask Me Anything
28
Jeffrey Levine
Denver, CO
FPA Colorado
TBD

March 2020

Date
Speaker
Location
Event / Details
Topics
26
Michael Kitces
Seattle, WA
FPA Puget Sound
TBD

May 2020

Date
Speaker
Location
Event / Details
Topics
19
Michael Kitces
Austin, TX
Fi360
TBD

June 2020

Date
Speaker
Location
Event / Details
Topics
3
Michael Kitces
Harrisburg, PA
FPA Central Pennsylvania
TBD
4
Michael Kitces
Syracuse, NY
FPA Central New York
TBD

September 2020

Date
Speaker
Location
Event / Details
Topics
16
Michael Kitces
San Diego, CA
FPA San Diego
TBD

October 2020

Date
Speaker
Location
Event / Details
Topics
13
Michael Kitces
Orlando, FL
Valmark Financial Group Conference
TBD

November 2020

Date
Speaker
Location
Event / Details
Topics
20
Michael Kitces
Columbus, OH
FPA Central Ohio
TBD
[name]
[name]
[groups]
[groups]
[name]
[name]
[groups]
[groups]
[name]
[name]
[groups]
[groups]
[name]
[name]
[groups]
[groups]
[name]
[name]
[groups]
[groups]
[name]
[name]
[groups]
[groups]
[name]
[name]
[groups]
[groups]
[name]
[name]
[groups]
[groups]
[name]
[name]
[groups]
[groups]
[name]
[name]
[groups]
[groups]
[name]
[name]
[groups]
[groups]
[name]
[name]
[groups]
[groups]
[name]
[name]
[groups]
[groups]
[name]
[name]
[groups]
[groups]
[name]
[name]
[groups]
[groups]
[name]
[name]
[groups]
[groups]
[name]
[name]
[groups]
[groups]
[name]
[name]
[groups]
[groups]