Stuart Bear, JD
Chestnut Cambronne, P.A.
Minneapolis, MN

Tuesday, 1:45 pm - 3:00 pm
E1. Not Your Father's Estate Plan: New Trends in Estate Planning

Nathan Faith, CFP
Boulay
Eden Prairie, MN

Wednesday, 2:15 pm - 3:30 pm
K1. Tax Heatmap and Asset Location and Migration Strategies Using an Investment Only Variable Annuity

Kristy Gusick
Professional Services Marketing, LLC
Stillwater, MN

Tuesday, 11:25 am - 12:15 pm
C1. How to Get Quality Referrals From Clients and Other Professionals

Dr. Christopher Kuehl
Armada Corporate Intelligence
Kansas City, KS

Wednesday, 8:30 am - 9:45 am
G1. 2020: The Year of Living Dangerously (economically speaking)

Jennifer Lammers
Best & Flanagan, LLP
Minneapolis, MN

Wednesday, 2:15 pm - 3:30 pm
K2. Changes to the Income Taxation of Estates and Trusts Under the TCJA of 2017

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

Tuesday, 8:30 am - 9:45 am
A1. The CARES Act: New Rules, Planning Strategies and Opportunities

Tuesday, 10:00 am - 11:15 am
B1. SECURE Act

Tuesday, 12:45 pm - 1:35 pm
D1. Using Trusts as Beneficiaries of IRAs

Brian Portnoy, Ph.D., CFA
NorthCenter Ventures LLC
Chicago, IL

Wednesday, 3:50 pm - 4:40 pm
L1. The Money/Happiness Nexus and the Geometry of Wealth

Mark Sellner, CPA Retired, JD, LLM (taxation)
Sellner Tax Consulting, LLC
Sarasota, FL

Wednesday, 10:00 am - 11:15 am
H1. The 20% Pass-Through Deduction

Wednesday, 12:45 pm - 2:00 pm
J1. Organizing Your Personal Financial Records for Your Family

Donny Shimamoto, CPA.CITP, CGMA
IntrapriseTechKnowlogies LLC
Honolulu, HI

Tuesday, 3:15 pm - 4:30 pm
F1. Transcending Technolgy: Leveraging Emerging Technologies Rather Than Combating Them

Rhonda Whitenack
Social Security Administration Office of Public Affairs
Bloomington, MN

Wednesday, 11:25 am - 12:15 pm
I2. Social Security: What You Need to Know

Cozy Wittman
College Inside Track, LLC
Saint Paul, MN

Wednesday, 10:00 am - 11:15 am
H2. Strategic Use of Student Loans

Jacob Wolkowitz
Accredited Investors Wealth Management
Edina, MN

Wednesday, 11:25 am - 12:15 pm
I1. Portfolio Design in an Era of Low Yields