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Master List Of Financial Advisor Conferences For 2023-2024
MNCPA Estate & Personal Financial Planning Conference
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.
Content Focus: Estate Planning, General Planning, Investment, Practice Management, Retirement, Tax Planning
Channel: CFPs, CPA, Independent BD, RIA
*Using Trusts as IRA Beneficiaries
*How The SECURE Act Changes Retirement (and Other) Planning
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