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 20CF-EPFX: MNCPA Estate & Personal Financial Planning Conference (Virtual Only)

June 16-17, 2020  -  In-Person and Online

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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 In response to the sudden onset of a pandemic-induced recession, Congress has passed a historic relief bill. Walk through the details of the new legislation, rules and provisions advisers should be aware of, immediate planning strategies that can be... Read more »

10:00 am - 11:15 am

B1. How the SECURE Act Changes Retirement (and Other) Planning
Field of study Taxes - Technical (1.5)
Description The SECURE Act ushers in the most significant direct changes to the laws for retirement accounts since the Pension Protection Act of 2006, including the starting age for RMDs, age limit for traditional IRA contributions, an exception to the early... Read more »

11:25 am - 12:15 pm

C1. How to Get Quality Referrals From Clients and Other Professionals
Speaker Kristy Gusick
Field of study Communications and Marketing - Non-Technical (1)
Description Quality referrals are an integral part of your business strategy. Learn how to build a strong professional network that consistently produces referrals over time. Get proven tips for effective networking, tactics for building relationships, and... Read more »

12:45 pm - 1:35 pm

D1. Using Trusts as Beneficiaries of IRAs
Field of study Specialized Knowledge - Technical (1)
Description Financial advisors play a critical role in getting IRA and similar defined contribution plan assets to the intended beneficiaries, as tax-efficiently as possible. Sometimes that requires setting a trust as an IRA beneficiary. Learn the pros and cons... Read more »

1:45 pm - 3:00 pm

E1. 2020: The Year of Living Dangerously (Economically Speaking)
Field of study Economics - Technical (1.5)
Description It seems each week of 2020 brings some new economic crisis. In the most tumultuous year for the global economy since the recession in 2008–2009, the markets have crashed multiple times, the COVID-19 virus puts entire sectors in jeopardy, and... Read more »

3:15 pm - 4:30 pm

F1. Transcending Technolgy: Leveraging Emerging Technologies Rather Than Combating Them
Field of study Information Technology - Technical (1.5)
Description You’ve probably seen media reports about lawyers, accountants and financial planners being displaced by artificial intelligence, big data and blockchain. They’re definitely unfounded — unless you’re focused on the mundane clerk-level transaction... Read more »

Wednesday, June 17, 2020

8:30 am - 9:45 am

G1. Not Your Father's Estate Plan: New Trends in Estate Planning
Speaker Stuart Bear, JD
Field of study Specialized Knowledge - Technical (1.5)
Description With the aging of the millennial generation, planning now incorporates greater autonomy and choice for beneficiaries, particularly regarding asset protection planning strategies. Explore what’s driving the trends and how they impact planning. Leave... Read more »

10:00 am - 11:15 am

H1. The 20% Pass-Through Deduction
Field of study Taxes - Technical (1.5)
Description The 20% pass-through deduction is incredibly valuable for sole proprietors and small businesses. Learn a 4-step approach to understanding the deduction so you can help your clients make the most of their income. You’ll also cover the rules,... Read more »
H2. Strategic Use of Student Loans
Speaker Cozy Wittman
Field of study Specialized Knowledge - Technical (1.5)
Description Too often families don’t have enough saved for college, but they also are fearful of taking on student loans. Get the information you need to help clients use loans strategically. Explore the impact of the FAFSA on the family strategy, which loans... Read more »

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 Investors are enticed by more options than ever before. Should “new” asset classes such as private credit and levered loans become permanent parts of our portfolio? What’s the prognosis for the good ole’ 60/40 portfolio? Are future retirees destined... Read more »
I2. Social Security: What You Need to Know
Field of study Specialized Knowledge - Technical (1)
Description More than 66 million Americans depend on Social Security to be the foundation for their retirement income, and one of the most important decisions they need to make is when to claim their Social Security benefits. Help your clients take control of... Read more »

12:45 pm - 2:00 pm

J1. Organizing Your Personal Financial Records for Your Family
Field of study Specialized Knowledge - Technical (1.5)
Description In a time of need, a well-organized personal financial planning binder is a welcome gift to family members and their financial advisers. This how-to session uses a case-study format to demonstrate the importance of organization and maintenance of... Read more »
J2. COVID-19: FFCRA and CARES Act
Field of study Specialized Knowledge - Technical (1.5)
Description Current events have brought significant changes to the financial world. Get an overview of the Families First Coronavirus Response Act (FFCRA) and the Coronavirus Aid, Relief and Economic Security Act (CARES), including the Paycheck Protection... Read more »

2:10 pm - 3:25 pm

K1. Tax Heatmap and Asset Location and Migration Strategies Using an Investment Only Variable Annuity
Field of study Specialized Knowledge - Technical (1.5)
Description Tax planning is a valuable domain within financial planning, but it’s often deemed too complicated to practice and too abstract to explain to clients. Learn to view tax planning through a different lens. Use an illustration to aid in creating... Read more »
K2. Estate Planning and Family Businesses
Field of study Taxes - Technical (1.5)
Description Explore the intersection of estate planning, family business planning and family business succession. Learn about estate tax and income tax considerations and holding certain family business interests in various trusts before and after death. A la... Read more »

3:40 pm - 4:30 pm

L1. Money, Happiness, Crises, and the Changing Face of Advice
Field of study Specialized Knowledge - Technical (1)
Description Money can’t buy happiness, but how does it fit into a fulfilled life? With the focus of wealth management shifting from products to services to experiences, the answer is more important than ever. Leverage valuable insights from social psychology,... Read more »
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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.