Advancing Knowledge in Financial Planning
Conference/Event Speaking Schedule
Remaining events available for 2022:
Michael Kitces
Total In-Person Available: 12
Remaining: 1
Jeffrey Levine
Total In-Person Available: 30
Remaining: 8
Dr. Derek Tharp
Total In-Person Available: 15
Remaining: 12
Meghaan Lurtz
Total In-Person Available: 10
Remaining: 4
Michael Kitces
Jeffrey Levine
Dr. Derek Tharp
Meghaan Lurtz
Total In-Person Available
12
30
15
10
In-Person Available
1
8
12
4
Virtual Remaining
2/month
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 2022-2023 calendar years.
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September 2022
Date
Speaker
Location
Event / Details
Topics
5
Michael Kitces
Webinar
Financial Advice New Zealand
*Kitces Research on What Makes Financial Planning More Efficient
14
Meghaan Lurtz
Knoxville, TN
FPA of East Tennessee
*Upping Your Question Game: 25 Questions for Better Client Connections Throughout The Financial Planning Engagement
16
Michael Kitces
Webinar
FPA Illinois
*Advanced Roth Conversion Strategies
16
Jeffrey Levine
Chicago, IL
FPA Illinois
*Estate Planning for Income Taxes: Maximizing Basis Planning Opportunities
20
Jeffrey Levine
Camp Hill, PA
FPA of Central Pennsylvania
*Estate Planning for the Merely Affluent
20
Meghaan Lurtz
Webinar
FPA Oregon
*Upping Your Question Game: 25 Questions for Better Client Connections Throughout The Financial Planning Engagement
21
Jeffrey Levine
Chicago, IL
CPWA
*CPWA Retirement Exam Prep
22
Jeffrey Levine
San Diego, CA
FPA San Diego
*10 Critical Errors Advisors Must Avoid
*Estate Planning Themes for 2022 and Beyond
23
Michael Kitces
Webinar
FPA Michigan
*AMA
29
Jeffrey Levine
Houston, TX
FPA Houston
*SECURE Act 2.0
*Estate Planning for the Merely Affluent
30
Jeffrey Levine
Indianapolis, IN
FPA Greater Indiana
*Estate Planning for the Merely Affluent
*SECURE Act 2.0
October 2022
Date
Speaker
Location
Event / Details
Topics
10
Meghaan Lurtz
Minneapolis, MN
FPA Minnesota
*25 Questions for Better Client Connections Throughout The Financial Planning Engagement
18
Jeffrey Levine
Webinar
FPA Wisconsin
*10 Critical IRA Errors Advisors Must Avoid
19
Meghaan Lurtz
Webinar
The American College of Financial Planning
*Panel
19
Michael Kitces
Philadelphia, PA
HTK
*Five Industry Trends Reshaping Financial Advice
19
Meghaan Lurtz
Webinar
The American College of Financial Services
*Panel
19
Jeffrey Levine
Webinar
EPC Eastern NY
*TBD
20
Jeffrey Levine
Salt Lake City, UT
Riskalyze
*TBD
20
Michael Kitces
Austin, TX
Northwestern Mutual
*AT THE CAPACITY CROSSROADS: 3 VISIONS FOR SCALING THE ADVISORY FIRM YOU WANT
24
Jeffrey Levine
Hollywood, FL
GWN Securities
*TBD
November 2022
Date
Speaker
Location
Event / Details
Topics
8
Jeffrey Levine
Webinar
Financial Planning Association of San Francisco
*TBD
10
Jeffrey Levine
Miami, FL
FPA Miami
*SECURE Act 2.0
10
Michael Kitces
Columbus, OH
FPA All Ohio
*TBD
11
Jeffrey Levine
Naples, FL
Thrivent
*TBD
17
Jeffrey Levine
Webinar
Clark Capital
*TBD
22
Meghaan Lurtz
Webinar
FP Canada
*Upping Your Question Game: 25 Questions for Better Client Connections Throughout The Financial Planning Engagement
December 2022
Date
Speaker
Location
Event / Details
Topics
8
Jeffrey Levine
Tampa, FL
IF Partners
*TBD
2023 Events
May 2023
Date
Speaker
Location
Event / Details
Topics
10
Jeffrey Levine
Overland Park, KS
MOKAN Financial Trust Services
*TBD
