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Master List Of Financial Advisor Conferences For 2020-2021

Estate Planning Council of Central Arizona

February 3 | 
Scottsdale, AZ | 

EPC of Central Arizona is an excellent opportunity for education and networking with other financial and estate planning professionals in the central Arizona area. EPC events are for financial and estate planning professionals from all areas and designations. In February, don't miss Jeff Levine from Kitces.com share his knowledge on the Federal Tax Updates and Maximizing Stepped Up Basis for Couples!

Price: TBD
Content Focus: Advanced Planning, Estate Planning, Tax Planning
Channel: CFPs, Independent BD, Insurance, RIA
Organizer: Association
Jeffrey Levine
Speaker:
Jeffrey Levine
Topic:

*An Advisor’s Guide to the New 20% Pass-Through Deduction
*Estate Planning for Income Taxes
*Trusts as Beneficiaries of IRAs

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Finally...

Continuing education that actually teaches you something.

 

Practice management advice and tools relevant for your business.​

Join 44,080 of your fellow financial

advicers 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!​