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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.
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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
Salt Lake City, UT
Private Event
*Five Industry Trends Reshaping Financial Advice
5
Michael Kitces
Orem, UT
*Strategies For Managing Sequence Of Return Risk In Retirement
13
Michael Kitces
Knoxville, TN
*Five Industry Trends Reshaping Financial Advice
*An In-Depth Look At Optimal Rebalancing Strategies
13
Jeffrey Levine
Webinar
Investments & Wealth Institute
*An Advisor’s Guide to the New 20% Pass-Through Deduction
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
*Rethinking Risk Tolerance for Retiring Clients
18
Michael Kitces
Chicago, IL
*Five Industry Trends Reshaping Financial Advice
23
Michael Kitces
Scottsdale, AZ
FormulaFolio Investments
*Five Industry Trends Reshaping Financial Advice
30
Michael Kitces
Mashantucket, CT
Integrated Financial Partners
*Five Industry Trends Reshaping Financial Advice
30
Jeffrey Levine
Monterey, CA
Private Event
*Planning to Maximize the Step-Up In Basis for Couples

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
Michael Kitces
Chicago, IL
*Setting a Proper Asset Allocation Glidepath In Retirement
*Panel: What if your client is retiring today?
15
Jeffrey Levine
Plymouth Meeting, PA
Private Event
*Panel
15
Jeffrey Levine
Malvern, PA
*10 Critical IRA Errors Advisors Must Avoid
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
10-11
Michael Kitces
Las Vegas, NV
*Life & Death Tax Planning for Annuities
*Advanced Roth Conversion Strategies
*Best Ideas for Retirement
10
Jeffrey Levine
Las Vegas, NV
*Estate Planning for IRAs
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
*Five Industry Trends Reshaping Financial Advice
16
Michael Kitces
NYC
Private Event
*Five Industry Trends Reshaping Financial Advice *Interview Style - Ask Me Anything
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
Michael Kitces
Chicago, IL
Investments & Wealth Institute
*CPWA Training on Retirement Planning
18
Jeffrey Levine
New York, NY
UJA Federation
*Estate Planning for IRAs
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
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
20
Michael Kitces
Bowling Green, KY
*Strategies For Managing Sequence Of Return Risk In Retirement
*Applying Behavioral Finance in your Financial Planning Practice
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
*Savvy Tax Planning(R) workshop

October 2019

Date
Speaker
Location
Event / Details
Topics
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
2
Michael Kitces
Washington DC
*Trusts as Beneficiaries of IRAs
4
Jeffrey Levine
San Diego, CA
*10 Critical IRA Errors Advisors Must Avoid
15
Michael Kitces
Austin, TX
*Interview Style - Ask Me Anything
*Applying Behavioral Finance in your Financial Planning Practice
17
Jeffrey Levine
Webinar
AICPA
*2019 Year-End Tax Planning
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
22
Jeffrey Levine
St. Louis, MO
BAM Alliance
*Everything You Ever Wanted to Know About Lifetime RMDs... And More
23
Michael Kitces
Spokane, WA
*Five Industry Trends Reshaping Financial Advice
*Modern Portfolio Theory 2.0
*Advanced Roth Conversion Strategies
23
Jeffrey Levine
Wausau, WI
*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
24
Michael Kitces
Cleveland, OH
*Five Industry Trends Reshaping Financial Advice
*Advanced Roth Conversion Strategies
24
Jeffrey Levine
Hollywood Beach, FL
GWN Securities
*Estate Planning in the Modern Age
*Trusts as Beneficiaries of IRAs
*Interview Style - Ask Me Anything
30
Michael Kitces
Chicago, IL
Private Event
*Five Industry Trends Reshaping Financial Advice

November 2019

Date
Speaker
Location
Event / Details
Topics
4
Jeffrey Levine
San Diego, CA
*Advanced Roth Conversion Planning: How to Squeeze More Juice Out of the Tax Lemon
6
Michael Kitces
San Diego, CA
*Opportunities And Challenges In Landscape for Financial Advice: A Nerd’s Eye View
6
Jeffrey Levine
Bethesda, MD
*7 Critical IRA Errors Advisors Must Avoid
12
Michael Kitces
Austin, TX
Private Event
*Five Industry Trends Reshaping Financial Advice
12
Jeffrey Levine
Charlotte, NC
*Planning to Maximize the Step-Up In Basis for Couples
13
Michael Kitces
NYC
Private Event
*Five Industry Trends Reshaping Financial Advice
13
Jeffrey Levine
Greenville, DE
Brandywine Oak Private Wealth
TBD
14
Michael Kitces
Webinar
Pacific Life
*Interview Style - Ask Me Anything
20
Michael Kitces
Westlake, TX
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
*New World of Social Security
*An In-Depth Look At Optimal Rebalancing Strategies
5
Michael Kitces
Chevy Chase, MD
Private Event
*Five Industry Trends Reshaping Financial Advice
11
Jeffrey Levine
Atlanta, GA
Investments & Wealth Institute
*CPWA Training on Retirement Planning

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
13
Derek Tharp
Dallas, TX
FPA Dallas / Fort Worth
*How Earnings Growth Throughout the Lifecycle Impacts Retirement Savings Strategies
13
Michael Kitces
Miami, FL
Zero Alpha Group
TBD
27
Michael Kitces
Orlando, FL
Private Event
*Five Industry Trends Reshaping Financial Advice
28
Jeffrey Levine
Denver, CO
FPA Colorado
TBD

March 2020

Date
Speaker
Location
Event / Details
Topics
23
Derek Tharp
New Orleans, LA
How Real Retirement Spending Patterns Change Traditional Retirement Withdrawal Strategies
26
Michael Kitces
Seattle, WA
FPA Puget Sound
TBD

April 2020

Date
Speaker
Location
Event / Details
Topics
23
Michael Kitces
Westlake, OH
Cedar Brook Group
TBD

May 2020

Date
Speaker
Location
Event / Details
Topics
19
Michael Kitces
Austin, TX
Fi360
TBD
26
Michael Kitces
San Francisco, CA
FPA NorCal
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
3
Michael Kitces
Minnepolis, MN
FPA Minnesota
TBD
20
Michael Kitces
Columbus, OH
FPA Central Ohio
TBD
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