Estate & Personal Financial Planning Conference
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
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
NASBA ID#: 139884
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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.