Advancing Knowledge in Financial Planning
Conference/Event Speaking Schedule
Remaining events available for 2025:
Michael Kitces
Total In-Person Available: 12
Remaining: 1
Jeffrey Levine
Total In-Person Available: 30
Remaining: 2
Dr. Derek Tharp
Total In-Person Available: 15
Remaining: 12
Adam Van Deusen
Total In-Person Available: 9
Remaining: 8
Ben Henry-Moreland
Total In-Person Available: 8
Remaining: 1
Michael Kitces
Jeffrey Levine
Dr. Derek Tharp
Adam Van Deusen
Ben Henry-Moreland
Total In-Person Available
12
30
15
9
8
In-Person Available
1
2
12
8
1
Virtual Remaining
2/month
Flexible Based On Availability
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 2025-2026 calendar years.
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January 2025
Date
Speaker
Location
Event / Details
Topics
24
Ben Henry-Moreland
Tysons, VA
FPA National Capital Area
*TBD
24
Jeffrey Levine
Philadelphia, PA
Janney Montgomery Scott
*Estate Planning for Income Taxes: Maximizing Basis Planning Opportunities
29
Michael Kitces
Webinar
Nitrogen Wealth
* AMA
February 2025
Date
Speaker
Location
Event / Details
Topics
5
Adam Van Deusen
Webinar
John Hancock Investments
*Accelerating Growth by Marketing How You’re Different (Instead of Better)
5
Michael Kitces
Minneapolis, MN
Thrivent Financial
*TBD
Jeffrey Levine
Minneapolis, MN
Thrivent Financial
*TBD
6
Michael Kitces
Webinar
*Why And How Financial Advisors Are Going Deeper On Tax Planning
10
Jeffrey Levine
St. Louis, MO
Estate Planning Council of St. Louis
*10 Essential IRA Planning Strategies for 2025
12
Jeffrey Levine
Webinar
Wealth Enhancement Group
* Untangling The IRS’s New Finalized (And Proposed) Regulations on RMDs
13
Jeffrey Levine
Irving, TX
*Planning Strategies to Mitigate the Impact of the 10-Year Rule
*SECURE Act 2.0: Retirement Planning Opportunities and Challenges
20
Michael Kitces
Orlando, FL
Kingdom Advisors
* Rethinking Advisor Marketing to Generate More Scalable Growth
26-27
Adam Van Deusen
New Orleans, LA
Cetera
*Accelerating Growth By Marketing How You’re Different (Instead Of Better)
Derek Tharp
New Orleans, LA
Cetera
How Real Retirement Spending Patterns Change Traditional Retirement Withdrawal Strategies
March 2025
Date
Speaker
Location
Event / Details
Topics
5
Michael Kitces
San Diego, CA
FPA San Diego
*Applying Behavioral Finance in your Financial Planning Practice
12
Jeffrey Levine
Olathe, Kansas
FPA Greater Kansas City
*TBD
19
Ben Henry-Moreland
Spokane, WA
FPA Spokane
*TBD
May 2025
Date
Speaker
Location
Event / Details
Topics
1
Michael Kitces
Somerset, NJ
*Tax Efficient Withdrawal Strategies in Retirement
8
Michael Kitces
Seattle, WA
*An In-Depth Look at Optimal Balancing Strategies
*Strategies for Managing Sequence of Return Risk in Retirement
15
Jeffrey Levine
Overland Park, KS
MOKAN
*TBD
June 2025
Date
Speaker
Location
Event / Details
Topics
11
Michael Kitces
Boca Raton, FL
Informa
*TBD
August 2025
Date
Speaker
Location
Event / Details
Topics
6
Michael Kitces
Wichita, KS
FPA Kansas
*TBD
September 2025
Date
Speaker
Location
Event / Details
Topics
23
Michael Kitces
Webinar
John Hancock Investments
* An In-Depth Look at Optimal Rebalancing Strategies
October 2025
Date
Speaker
Location
Event / Details
Topics
2
Jeffrey Levine
Tempe, AZ
Retirement Tax Services
*TBD
2026 Events
August 2026
Date
Speaker
Location
Event / Details
Topics
12
Michael Kitces
French Lick, IN
FPA Greater Indiana
*TBD
