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Master List Of Financial Advisor Conferences For 2022-2023

MNCPA Estate & Personal Financial Planning Conference

June 20-21 | 
Brooklyn Center, MN | 

The past few years have made it hard to plan anything in advance, but with informed strategies, professionals can prepare for any “what if” scenario. At the MNCPA Estate & Personal Financial Planning Conference, financial advisors, CPAs, and related professionals can unlock timely strategies to help their clients make smart financial moves and prepare for the future.

Price: $649-$749
Type: Hybrid
Content Focus: Estate Planning, General Planning, Investment, Practice Management, Retirement, Tax Planning
Channel: CFPs, CPA, Independent BD, RIA
Organizer: Association
Jeffrey Levine
Speaker:
Jeffrey Levine
Topic:

*Using Trusts as IRA Beneficiaries
*How The SECURE Act Changes Retirement (and Other) Planning

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Practice management advice and tools relevant for your business.​

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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!​