20CF-EPFX: MNCPA Estate & Personal Financial Planning Conference (Virtual Only)
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 with the tools to secure their financial future.
With many breakouts to choose from, you can customize the conference to fit your needs. Attend this two-day virtual event to learn useful strategies and best practices to help your clients leave a legacy they’re proud of.
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Who should attend
CPAs, financial planners and other professionals who advise on estate and/or personal financial planning issues
Learning objective(s)
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Learn about tax law changes and their impact on planning
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Examine the FAFSA and the Minnesota 529 plan
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Look at industry trends and their relation to financial advice
Course code
Code
20CF-EPFX
Sponsor
MNCPA
NASBA ID#: 139884
Level
Update
Format
Group Internet Based
Prerequisites
None
Advance prep
None
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