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Conference/Event Speaking Schedule

Remaining events available for 2025:

Michael Kitces

Total In-Person Available: 12
Remaining: 1

Jeffrey Levine

Total In-Person Available: 22
Remaining: 9

Dr. Derek Tharp

Total In-Person Available: 15
Remaining: 11

Adam Van Deusen

Total In-Person Available: 6
Remaining: 4

Ben Henry-Moreland

Total In-Person Available: 8
Remaining: 4

Shelitha Smodic

Total In-Person Available: 6
Remaining: 5
Michael Kitces
Jeffrey Levine
Dr. Derek Tharp
Adam Van Deusen
Ben Henry-Moreland
Shelitha Smodic
Total In-Person Available
12
22
15
6
8
6
In-Person Available
1
9
11
4
4
5
Virtual Remaining
2/month
Flexible Based On Availability
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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April 2025

Date
Speaker
Location
Event / Details
Topics
17
Michael Kitces
Webinar
Capital Group
*Fireside Chat
29
Michael Kitces
Columbus, OH
*Applying Behavioral Finance In Your Financial Planning Practice

*AMA

30
Ben Henry-Moreland
Webinar
Be Wealth
*Going Deeper On Taxes Compliantly: Tax Planning Vs. Tax Advice

May 2025

Date
Speaker
Location
Event / Details
Topics
1
Michael Kitces
Somerset, NJ
*Tax Efficient Withdrawal Strategies in Retirement
*Applying Behavioral Finance in Your Financial Planning Practice
1
Derek Tharp
Atlanta, GA
*Rethinking Monte Carlo Results for Better Client Conversations
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
* Untangling The IRS’s New Finalized (And Proposed) Regulations on RMDs * Using Trusts as IRA Beneficiaries
22
Jeffrey Levine
Webinar
Chicago Booth
*CPWA Retirement Exam Prep and Sec 6 &10,CPWA Training on Retirement Planning
22
Michael Kitces
Webinar
Edward Jones
*AMA
27-28
Michael Kitces
San Francisco, CA
*TBD
Jeffrey Levine
San Francisco, CA
*TBD
29
Michael Kitces
Tampa, FL
Trade PMR
*TBD

June 2025

Date
Speaker
Location
Event / Details
Topics
5
Jeffrey Levine
Webinar
MNCPA
  • Secure Act 2.0
11
Michael Kitces
Boca Raton, FL
Informa
*TBD
12
Michael Kitces
Milwaukee, WI
Baird
*Five Industry Trends Reshaping Financial Advice

August 2025

Date
Speaker
Location
Event / Details
Topics
14
Jeffrey Levine
Denver, CO
FPA Colorado
*TBD

September 2025

Date
Speaker
Location
Event / Details
Topics
4
Jeffrey Levine
Webinar
Chicago Booth
*CPWA Retirement Exam Prep and Sec 6 &10,CPWA Training on Retirement Planning
8
Jeffrey Levine
Webinar
Chicago Booth
*CPWA Retirement Exam Prep and Sec 6 &10,CPWA Training on Retirement Planning
18
Jeffrey Levine
Birmingham, AL
FPA Northern Alabama
*TBD
23
Michael Kitces
Webinar
John Hancock Investments
* An In-Depth Look at Optimal Rebalancing Strategies
26
Jeffrey Levine
Chicago, IL
FPA Illinois
*TBD

October 2025

Date
Speaker
Location
Event / Details
Topics
1
Derek Tharp
Green Bay Wisconsin
*Rethinking Monte Carol Results for Better Client Conversations
1
Jeffrey Levine
Tempe, AZ
Retirement Tax Services
*TBD
6
Michael Kitces
Webinar
Edward Jones
*AMA
9
Jeffrey Levine
Webinar
fpPathfinder
*Strategies to Mitigate the Impact of the 10-Year Rule
21
Ben Henry-Moreland
Des Moines, IA
*TBD
28
Michael Kitces
Las Vegas, NV
Arizent
*Fireside Chat

November 2025

Date
Speaker
Location
Event / Details
Topics
4
Michael Kitces
Denver, CO
Schwab IMPACT
*TBD

December 2025

Date
Speaker
Location
Event / Details
Topics
2
Michael Kitces
Webinar
Edward Jones
*AMA

2026 Events

January 2026

Date
Speaker
Location
Event / Details
Topics
12
Michael Kitces
Orlando, FL
Kingdom Advisors
*TBD

March 2026

Date
Speaker
Location
Event / Details
Topics
11
Jeffrey Levine
Olathe, Kansas
FPA Greater Kansas City
*TBD

August 2026

Date
Speaker
Location
Event / Details
Topics
12
Michael Kitces
French Lick, IN
FPA Greater Indiana
*TBD