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
Dr. Meghaan Lurtz
Total In-Person Available: 15
Remaining: 6
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
Dr. Meghaan Lurtz
Adam Van Deusen
Ben Henry-Moreland
Total In-Person Available
12
30
15
15
9
8
In-Person Available
1
2
12
6
8
1
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 2024-2025 calendar years.
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July 2024
Date
Speaker
Location
Event / Details
Topics
11
Michael Kitces
Webinar
YCharts
*Tax Efficient Withdrawal Strategies in Retirement
17
Michael Kitces
Webinar
NAPFA Genesis
*AMA
25
Jeffrey Levine
Denver, CO
Beacon Pointe
*Maximizing Step-Up in Basis *Using Trusts as IRA Beneficiary
August 2024
Date
Speaker
Location
Event / Details
Topics
22
Michael Kitces
Phoenix, AZ
FPA NexGen
*TBD
September 2024
Date
Speaker
Location
Event / Details
Topics
19
Jeffrey Levine
Chicago, IL
Chicago Booth
*CPWA Retirement Exam Prep and Sec 6 &10,CPWA Training on Retirement Planning
27
Michael Kitces
Webinar
Capital Group
*TBD
October 2024
Date
Speaker
Location
Event / Details
Topics
1
Adam Van Deusen
Columbia, SC
South Carolina Financial Planning Association
*Accelerating Growth By Marketing How You're Different (Instead of Better)
8
Jeffrey Levine
San Diego, CA
FPA San Diego
*TBD
10
Michael Kitces
Las Vegas, NV
Arizent
*Fireside Chat
10
Meghaan Lurtz
Savannah, GA
*Upping Your Question Game: 25 Questions for Better Client Connections Throughout The Financial Planning Engagement
21
Michael Kitces
Orlando, FL
ValMark Financial Group
*TBD
22
Michael Kitces
Minneapolis, MN
*Scaling Advice: From Financial Advisor to Financial Advicer
*Tax Efficient Drawdown Strategies in Retirement
23
Jeffrey Levine
Hollywood, FL
GWN Securities
*TBD
23
Michael Kitces
Webinar
eMoney
*Is My Advisory Firm Normal? 6 KPIs To Track & Compare
24
Michael Kitces
Spokane, WA
FPA Spokane
*Scaling Advice: From Financial Advisor to Financial Advicer
*Advanced Roth Conversion Strategies
*AMA
25
Michael Kitces
Nashville, TN
Nitrogen
*TBD
November 2024
Date
Speaker
Location
Event / Details
Topics
20-21
Michael Kitces
San Francisco, CA
Schwab Impact
*Five Industry Trends Reshaping Financial Advice
Meghaan Lurtz
San Francisco, CA
Schwab Impact
*Upping Your Question Game: 25 Questions for Better Client Connections Throughout The Financial Planning Engagement
2025 Events
February 2025
Date
Speaker
Location
Event / Details
Topics
10
Jeffrey Levine
St. Louis, MO
Estate Planning Council of St. Louis
*10 Essential IRA Planning Strategies for 2025
20
Michael Kitces
Orlando, FL
Kingdom Advisors
*TBD
