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23CF-EPFP: MNCPA Estate & Personal Financial Planning Conference

June 20-21, 2023  -  Plymouth, MN and Online



Lyle Benson, CPA, PFS, CFP
L.K. Benson & Company
Towson, MD

Wednesday, 8:30 am - 9:50 am
G1. 2023 Best Financial Planning Ideas for Your Clients

Boz Bostrom, CPA, MBT
College of St. Benedict & St. John's University
Collegeville, MN

Wednesday, 1:05 pm - 2:20 pm
J2. Current Issues in Business Ethics: 2023

Jeremiah Doyle, Esq.
BNY Mellon Wealth Management
Boston, MA

Tuesday, 11:25 am - 12:40 pm
C1. Why Use a Trust and What Kind to Use

Tuesday, 1:30 pm - 2:20 pm
D1. The Layperson’s Guide to the Generation-Skipping Tax

Brad Kaplan
Kaplan Insurance Agency Inc.
Plymouth, MN

Wednesday, 10:00 am - 11:15 am
H2. P&C Insurance as a Financial Planning Tool

Omni Kiecker
Kiecker Law
Belle Plaine, MN

Wednesday, 2:30 pm - 3:20 pm
K1. Single? No Kids? No Will? Big Problem!

Dr. Christopher Kuehl
Armada Corporate Intelligence
Lawrence, KS

Tuesday, 3:55 pm - 4:45 pm
F1. National Economic Update: Does Anybody Know What is Going On?

Mike Olson
360 Security Services
Minneapolis, MN

Wednesday, 3:30 pm - 4:45 pm
L1. Anatomy of Cyber Fraud

Mary Frances Price, Esq.
Moss & Barnett, A Professional Association
Minneapolis, MN

Wednesday, 11:25 am - 12:15 pm
I1. How to Pay for Long-Term Care: Elder Law Case Studies

Tyler Schipper, Ph.D.
University of St. Thomas
Saint Paul, MN

Wednesday, 11:25 am - 12:15 pm
I2. Regional Economic Update

Cameron Seybolt
Fredrikson & Byron, P.A.
Minneapolis, MN

Tuesday, 2:30 pm - 3:45 pm
E1. Advising Snowbirds: Minnesota Estate Tax, Fiduciary Income Tax, and Residency Update

Cozy Wittman
College Inside Track, LLC
Saint Paul, MN

Wednesday, 2:30 pm - 3:20 pm
K2. Financial Strategies to Pay for College and the Strategic Use of Student Loans

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Conference management team

Lynn Kletscher
Director of Education

Deb Griffith
Conference Coordinator

Leslie Mueller
Exhibitors & Sponsors

Conference sponsorships

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