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

June 16-17, 2020  -  Brooklyn Center, MN

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Description

You can’t predict the future, but you can prepare for it. With so much financial uncertainty, your clients need advice they can trust. Hear the latest industry updates from local and national experts and equip your clients secure their financial future.

With many breakouts to choose from, you can customize the conference to fit your needs. Attend this two-day event to learn useful strategies and best practices to help your clients leave a legacy they’re proud of.

Who should attend

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

Learning objective(s)

  • Learn about tax law changes and their impact on planning
  • Examine the FAFSA and the Minnesota 529 plan
  • Look at industry trends and their relation to financial advice

Thank you to our sponsors

Lunch sponsor
Course code Code 20CF-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

Anna Decker
Conference Coordinator
952-885-5505

Deb Griffith
Conference Coordinator
952-885-5509

Sarah Young
Conference Marketing Coordinator
952-885-5518

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.