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 20CF-EPFP: MNCPA Estate & Personal Financial Planning Conference

June 16-17, 2020  -  Brooklyn Center, MN

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Agenda

Tuesday, June 16, 2020

8:30 am - 9:45 am

A1. The CARES Act: New Rules, Planning Strategies and Opportunities
Field of study Taxes - Technical (1.5)
Description Session description coming soon.

10:00 am - 11:15 am

B1. SECURE Act
Field of study Taxes - Technical (1.5)
Description Session description coming soon.

11:25 am - 12:15 pm

C1. How to Get Quality Referrals From Clients and Other Professionals
Speaker Kristy Gusick
Field of study Specialized Knowledge - Technical (1.5)
Description Session description coming soon.

12:55 pm - 2:10 pm

D1. Advanced Roth Conversion Planning
Description Session description coming soon.

12:45 pm - 1:35 pm

D1. Using Trusts as Beneficiaries of IRAs
Field of study Specialized Knowledge - Technical (1)
Description Session description coming soon.

1:45 pm - 3:00 pm

E1. Not Your Father's Estate Plan: New Trends in Estate Planning
Speaker Stuart Bear, JD
Field of study Specialized Knowledge - Technical (1.5)
Description Session description coming soon.

3:15 pm - 4:30 pm

F1. Transcending Technolgy: Leveraging Emerging Technologies Rather Than Combating Them
Field of study Specialized Knowledge - Technical (1.5)
Description Session description coming soon.

Wednesday, June 17, 2020

8:30 am - 9:45 am

G1. 2020: The Year of Living Dangerously (economically speaking)
Field of study Economics - Technical (1.5)
Description Session description coming soon.

10:00 am - 11:15 am

H1. The 20% Pass-Through Deduction
Field of study Taxes - Technical (1.5)
Description Session description coming soon.
H2. Strategic Use of Student Loans
Speaker Cozy Wittman
Field of study Specialized Knowledge - Technical (1.5)
Description Session description coming soon.

11:25 am - 12:15 pm

I1. Portfolio Design in an Era of Low Yields
Speaker Jacob Wolkowitz
Field of study Specialized Knowledge - Technical (1)
Description Session description coming soon.
I2. Social Security: What You Need to Know
Field of study Specialized Knowledge - Technical (1.5)
Description Session description coming soon.

12:45 pm - 2:00 pm

J1. Organizing Your Personal Financial Records for Your Family
Field of study Specialized Knowledge - Technical (1.5)
Description Session description coming soon.
J2. SBA/PPP
Description Session description coming soon.

2:15 pm - 3:30 pm

K1. Tax Heatmap and Asset Location and Migration Strategies Using an Investment Only Variable Annuity
Field of study Specialized Knowledge - Technical (1)
Description Session description coming soon.
K2. Changes to the Income Taxation of Estates and Trusts Under the TCJA of 2017
Field of study Taxes - Technical (1.5)
Description Session description coming soon.

3:50 pm - 4:40 pm

L1. The Money/Happiness Nexus and the Geometry of Wealth
Field of study Specialized Knowledge - Technical (1)
Description Session description coming soon.
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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

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