Advancing Knowledge in Financial Planning
Master List Of Financial Advisor Conferences For 2021-2022
MOKAN Trust and Financial Services Conference – Webinar
The MOKAN Trust and Financial Conference is an excellent opportunity for financial professionals in Kansas City and surrounding areas to get together to discuss estate planning, financial planning, and gather CE credit.
Price: $390-$465
Content Focus: Estate Planning, General Planning
Channel: Bank Trust, CFPs, Independent BD, Insurance, RIA, Wirehouse
Organizer: Private Organization
Speaker:
Michael Kitces
Topic:
*Trusts as Beneficiaries of IRAs
*Expanding the Framework of Safe Withdrawal Rates
