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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