Shelby Anderson
Clark Capital Management Group
Philadelphia, PA

Wednesday, 12:40 PM - 1:55 PM
J1. Top 5 Mistakes of Wealth Planning

Téa Baker
Chestnut Cambronne, P.A.
Minneapolis, MN

Tuesday, 3:15 PM - 4:30 PM
F1. Asset Protection & Special Needs Planning

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

Tuesday, 2:10 PM - 3:00 PM
E1. Incapacity: Planning Before It's Too Late

Tuesday, 3:15 PM - 4:30 PM
F1. Asset Protection & Special Needs Planning

Wednesday, 10:40 AM - 11:55 AM
I1. Asset Ownership and Probate Avoidance: The Importance of Comprehensive Estate Planning

Jennifer Lammers
Best & Flanagan, LLP
Minneapolis, MN

Wednesday, 8:00 AM - 9:20 AM
G1. Minnesota Estate Tax Update

Wednesday, 9:35 AM - 10:25 AM
H1. Generation-Skipping Transfer Tax (GST)

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

Tuesday, 9:15 AM - 10:30 AM
B1. Using Trusts as IRA Beneficiaries

Tuesday, 10:45 AM - 12:00 PM
C1. Strategies to Maximize Tax-Free Gain Exclusion Using Qualified Small Business Stock

Tuesday, 12:40 PM - 1:55 PM
D1. 10 Critical IRA Errors Advisors Must Avoid

Jason Olson, MBA, CPA/CFF, CFE, CFI
Eide Bailly LLP
Minneapolis, MN

Wednesday, 3:15 PM - 4:30 PM
L1. Fraud in Estates and Trusts: Red Flags and Schemes

David Rephan, JD
Chestnut Cambronne, P.A.
Minneapolis, MN

Tuesday, 3:15 PM - 4:30 PM
F1. Asset Protection & Special Needs Planning

Brian Rudolph
Social Security Administration Office of Public Affairs
Saint Paul, MN

Wednesday, 9:35 AM - 10:25 AM
H2. Understanding Social Security and Medicare: Key Strategies for Retirement Planning

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

Tuesday, 8:00 AM - 9:00 AM
A1. Minnesota, the U.S., and Election Season: Economic Trends You Need to Know

Rachel Schromen, Esq.
Schromen Law LLC
Saint Paul, MN

Wednesday, 2:10 PM - 3:00 PM
K1. Estate Planning 101 for Professionals

Charles Selcer, CPA, CGMA, MBA
Schechter Dokken Kanter CPAs
Minneapolis, MN

Wednesday, 2:10 PM - 3:00 PM
K2. Ethics in Estate, Trust and Family Wealth Planning

Cozy Wittman
College Inside Track, LLC
Saint Paul, MN

Tuesday, 10:45 AM - 12:00 PM
C2. The New College Financial Landscape: Generational Strategies Around Higher Education