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: 11
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
11
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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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
Michael Kitces
Webinar
Wedbush Securities
*Five Industry Trends Reshaping Financial Advice
12
Jeffrey Levine
Olathe, Kansas
FPA Greater Kansas City
*TBD
19
Ben Henry-Moreland
Spokane, WA
FPA Spokane
*TBD
April 2025
Date
Speaker
Location
Event / Details
Topics
29
Michael Kitces
Columbus, OH
*Applying Behavioral Finance In Your Financial Planning Practice
*AMA
May 2025
Date
Speaker
Location
Event / Details
Topics
1
Derek Tharp
Atlanta, GA
*Rethinking Monte Carlo Results for Better Client Conversations
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
* 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
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
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
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
Jeffrey Levine
Tempe, AZ
Retirement Tax Services
*TBD
1
Derek Tharp
Green Bay Wisconsin
*Rethinking Monte Carol Results for Better Client Conversations
November 2025
Date
Speaker
Location
Event / Details
Topics
4
Michael Kitces
Denver, CO
Schwab IMPACT
*TBD
2026 Events
August 2026
Date
Speaker
Location
Event / Details
Topics
12
Michael Kitces
French Lick, IN
FPA Greater Indiana
*TBD
