Advancing Knowledge in Financial Planning
Conference/Event Speaking Schedule
Remaining events available for 2024:
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 2024-2025 calendar years.
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November 2024
Date
Speaker
Location
Event / Details
Topics
22
Jeffrey Levine
Irving, TX
Thrivent
*Planning Strategies to Mitigate the Impact of the 10-year Rule
December 2024
Date
Speaker
Location
Event / Details
Topics
10
Jeffrey Levine
Webinar
FPA Wisconsin
*Untangling The IRS’s New Finalized (And Proposed) Regulations on RMDs
2025 Events
January 2025
Date
Speaker
Location
Event / Details
Topics
14
Jeffrey Levine
Overland Park, KS
CreativeOne
*TBD
15
Jeffrey Levine
Webinar
Brandywine Oak Private Wealth
*AMA
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
February 2025
Date
Speaker
Location
Event / Details
Topics
5
Michael Kitces
Minneapolis, MN
Thrivent Financial
*TBD
Jeffrey Levine
Minneapolis, MN
Thrivent Financial
*TBD
6
Michael Kitces
Webinar
RightCapital
*TBD
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
20
Michael Kitces
Orlando, FL
Kingdom Advisors
*TBD
March 2025
Date
Speaker
Location
Event / Details
Topics
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
15
Jeffrey Levine
Overland Park, KS
MOKAN
*TBD
August 2025
Date
Speaker
Location
Event / Details
Topics
6
Michael Kitces
Wichita, KS
FPA Kansas
*TBD
