37th Annual MNCPA
Estate & Personal Financial Planning Conference

June 19-20, 2019  -  Brooklyn Center, MN

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If there’s one thing we can all agree on, it’s that our futures are important to us. With the right planning, you can determine what that future will look like. At this specialized two-day conference, discover smart strategies to help your clients plan and prepare for their financial futures. Examine economic trends, changes in estate planning, tax law developments, retirement planning, Social Security and much more.

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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)

  • 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 XCEP
Sponsor MNCPA
NASBA ID#: 139884
Level Update
of study
See session descriptions
Format Group Live
Prerequisites None
Advance prep None
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Conference management team

Lynn Kletscher
Director of Education

Anna Decker
Conference Coordinator

Deb Griffith
Conference Coordinator

Kaitlyn Nolte 
Conference Coordinator

Leslie Mueller
Exhibitors & Sponsors

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.