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

June 16-17, 2020  -  Brooklyn Center, MN

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Jeffrey Levine, CPA/PFS, CFP®, AIF, CWS®, MSA
Kitces.com

Jeffrey Levine, CPA/PFS, CFP®, CWS®, MSA, is a speaker, author and consultant at Fully Vested Advice, Inc. and the director of advisor educator for Kitces.com, a leading online resource for financial planning professionals. He also serves as the CEO and director of financial planning for BluePrint Wealth Alliance LLC, where he drives the firm’s vision of delivering a unique, modern approach to financial, tax and estate planning. Levine is a recipient of the Standing Ovation award presented by the AICPA financial planning division. He was also named to the 2017 class of 40 Under 40 by InvestmentNews. Levine is a regular contributor to Forbes.com and numerous industry publications.

Conference sessions led by Jeffrey Levine

Date	Course
June 16-17, 2020	20CF-EPFP: MNCPA Estate & Personal Financial Planning Conference A1 - Tuesday 8:30 am A1. The CARES Act: New Rules, Planning Strategies and Opportunities B1 - Tuesday 10:00 am B1. SECURE Act D1 - Tuesday 12:45 pm D1. Using Trusts as Beneficiaries of IRAs

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