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Master List Of Financial Advisor Conferences For 2022-2023

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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Finally...

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Practice management advice and tools relevant for your business.​

Join 51,881 of your fellow financial

advicers getting the latest Nerd's Eye View blog

content as it's released.

 

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