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24CF-EPFP: MNCPA Estate & Personal Financial Planning Conference

June 17-18, 2024  -  Brooklyn Center, MN and Online

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Description

Markets go up and down. Savings, interest rates and financial goals shift with the changing tides.

Through it all, one thing is constant: Your clients depend on you to provide steady guidance that can handle the waves of change.

Attend the MNCPA Estate & Personal Financial Planning Conference to help clients meet their goals, protect their wealth and deal with the financial ebbs and flows of life. Hear the latest industry updates, gain on-target strategies and explore the impact of current events on financial planning.

Choose how you attend: all-virtual or hybrid (virtual on June 17 and in-person in Brooklyn Center on June 18).

97% of 2023 attendees said they’d recommend this conference to a colleague.

“Good, well-rounded conference.”
“Excellent speakers and relevant topics.”
– 2023 attendees

MNCPA members save $150 through May 17 with the VIP members-only discount! Or save $100 with the early bird discount through May 31.

Who should attend

CPAs, financial planners and other professionals who advise on estate and/or personal financial planning issues

Course code Code 24CF-EPFP
Sponsor MNCPA
NASBA ID#: 139884
Level Update
Field(s)
of study
See session descriptions
Format Group Internet Based
Prerequisites None
Advance prep None
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Conference management team

Lynn Kletscher
Director of Education
952-885-5513

Deb Griffith
Conference Coordinator
952-885-5509

Leslie Mueller
Exhibitors & Sponsors
952-885-5520

Conference sponsorships

Reach CPAs by becoming a sponsor
Strengthen your brand recognition with a targeted buyer group – CPAs and accounting professionals. You'll interact one-on-one with informed, affluent customers.