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Master List Of Financial Advisor Conferences For 2020-2021

Estate & Personal Financial Planning Conference of Minnesota

June 16-17 | 
Brooklyn Center, MN | 

Join local CPAs, financial planners and other professionals who advise on estate and/or personal financial planning issues in the Brooklyn Center area of Minnesota. Local CPA/PFP chapters are a great way to network and learn. Plan to attend this year and see Jeff Levine from the Kitces Team!

Price: $599-$699
Content Focus: Estate Planning, Tax Planning
Channel: CFPs, Experienced Planner
Organizer: Association
Jeffrey Levine
Speaker:
Jeffrey Levine
Topic:

*How The SECURE Act Changes Retirement (and Other) Planning

*Trusts as Beneficiaries of IRAs

*The CARES Act – New Rules, Planning Strategies and Opportunities

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JOIN 42,904 FELLOW FINANCIAL ADVISORS

RECEIVING OUR LATEST RESEARCH AS IT IS RELEASED!

Sign up now & receive a free copy of The Kitces Report: Quantifying the Value of Financial Planning Advice

 

Finally...

Continuing education that actually teaches you something.

 

Practice management advice and tools relevant for your business.​

Join 42,904 of your fellow financial

advisors getting the latest Nerd's Eye View blog

content as it's released.

 

Sign up now and get a free sample issue of The Kitces Report on "Quantifying the Value of Financial Planning Advice" as well!​