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23CF-EPFP: MNCPA Estate & Personal Financial Planning Conference

June 20-21, 2023  -  Plymouth, MN and Online



Tuesday, June 20, 2023

8:30 am - 9:50 am

A1. Estate Planning For Income Taxes: Maximizing Step-Up In Basis For Couples
Field of study Specialized Knowledge - Technical (1.5)
Description Given recent changes in the law, “tax planning” for one’s estate at death has become a lot less about estate tax planning, and a lot more about the income tax planning opportunities at death, particularly with respect to maximizing step-up in basis... Read more »

10:00am - 11:15 am

B1. "Unlocking" SECURE Act 2.0
Field of study Specialized Knowledge - Technical (1.5)
Description In recent years, the rise of the federal estate tax exemption has dramatically reduced the scope of “traditional” estate planning. But you can still provide extraordinary value in the overall estate planning process. Explore the paradigm shift in... Read more »

11:25 am - 12:40 pm

C1. Why Use a Trust and What Kind to Use
Field of study Specialized Knowledge - Technical (1.5)
Description Consider the reasons trusts are used and review the most frequently used types of trusts. Discuss revocable trusts and how they morph into irrevocable trusts at death. Also, explore the use of grantor trusts and how they are the foundation of most... Read more »

1:30 pm - 2:20 pm

D1. The Layperson’s Guide to the Generation-Skipping Tax
Field of study Specialized Knowledge - Technical (1)
Description Examine the theory behind the generation-skipping tax. Using straightforward examples, see how the tax works, clarify key terms, explore the various exemptions and learn how to allocate those exemptions. Get insights on what you need to know to... Read more »

2:30 pm - 3:45 pm

E1. Advising Snowbirds: Minnesota Estate Tax, Fiduciary Income Tax, and Residency Update
Field of study Taxes - Technical (1.5)
Description There are important planning opportunities and potential controversies surrounding Minnesota taxation of estates and trusts that you should be aware of. Get an update about Minnesota state estate tax, fiduciary income tax and residency issues... Read more »

3:55 pm - 4:45 pm

F1. National Economic Update: Does Anybody Know What is Going On?
Field of study Economics - Technical (1)
Description There are a lot of opinions regarding the 2023 economy -- something for both the "glass half-full" and "glass half-empty" crowds. Gain a better understanding of the dynamics involved with the U.S. economy, including recession, inflation, worker... Read more »

Wednesday, June 21, 2023

8:30 am - 9:50 am

G1. 2023 Best Financial Planning Ideas for Your Clients
Field of study Specialized Knowledge - Technical (1.5)
Description Rising interest rates, higher inflation, market volatility, future legislative changes and uncertain times call for being more proactive with your clients. Discuss a wide variety of planning areas, including financial planning strategies, that you... Read more »

10:00 am - 11:15 am

H1. Putting The “Fun” In Dysfunction: How to Assist Family Members Who Absolutely, Positively, Hate Each Other
Speaker Stuart Bear, JD
Field of study Specialized Knowledge - Technical (1.5)
Description You have great insights and expertise as an adviser, but sometimes the family dynamics of our clients get in the way. Estate planning is directly related to the functionality of the family, particularly when assisting aging clients who rely on... Read more »
H2. P&C Insurance as a Financial Planning Tool
Speaker Brad Kaplan
Field of study Specialized Knowledge - Technical (1.5)
Description You help your clients grow and build strong, diverse portfolios. Years of advice, meetings, hard work and savings can be wiped out in an instant. You are the offense, and a strong property and casualty (P&C) insurance program is the defense. Don’t... Read more »

11:25 am - 12:15 pm

I1. How to Pay for Long-Term Care: Elder Law Case Studies
Field of study Specialized Knowledge - Technical (1)
Description Long-term care is expensive and a good strategy to cover those costs can save clients thousands of dollars. Review and understand resources available to families planning for long-term care, including asset repositioning, eligibility rules and asset... Read more »
I2. Regional Economic Update
Field of study Economics - Technical (1)
Description The health of the regional economy shapes key factors in your life and your financial planning advice. Assess the current health of Minnesota's economy. Compare Minnesota's economy to the rest of the country and speculate where the economy is... Read more »

1:05 pm - 2:20 pm

J1. Upping Your Question Game: 25 Questions for Better Client Connections Throughout The Financial Planning Engagement
Speaker Meghaan Lurtz
Field of study Specialized Knowledge - Technical (1.5)
Description Asking great questions is an essential part of financial advising. Great questions help you gather important information and motivate clients to act. You know the difference between a closed-ended question and an open-ended question, but questions... Read more »
J2. Current Issues in Business Ethics: 2023
Field of study Behavioral Ethics - Non-Technical (1.5)
Description Get up to date on business ethics issues. Review laws and regulations that apply to accounting and finance professionals and examine real-world ethical violations and their consequences. Learn from current ethical violations and look at examples and... Read more »

2:30 pm - 3:20 pm

K1. Single? No Kids? No Will? Big Problem!
Speaker Omni Kiecker
Field of study Specialized Knowledge - Technical (1)
Description A single individual without kids still needs a will. Many single individuals don't understand why they need one, when the reality is, this situation can cause a huge financial burden and emotional stress on remaining family members. Explore... Read more »
K2. Financial Strategies to Pay for College and the Strategic Use of Student Loans
Speaker Cozy Wittman
Field of study Specialized Knowledge - Technical (1)
Description Many families have saved for college, but most haven't saved enough to cash-flow college. Identify four key areas clients can use to create their family philosophy/strategy for paying for college and learn how to avoid key mistakes most often made.... Read more »

3:30 pm - 4:45 pm

L1. Anatomy of Cyber Fraud
Speaker Mike Olson
Field of study Management Services - Technical (1.5)
Description Hackers and criminals are evolving in their efforts to target individual and organizational data for financial gain or nefarious destruction. Hear the latest in cybercrime and its evolution. Dissect the common methods of attacks and how... Read more »
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Conference management team

Lynn Kletscher
Director of Education

Deb Griffith
Conference Coordinator

Leslie Mueller
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