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

Wednesday, 10:00 am - 11:15 am
H1. Putting The “Fun” In Dysfunction: How to Assist Family Members Who Absolutely, Positively, Hate Each Other

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?

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

Tuesday, 8:30 am - 9:50 am
A1. Estate Planning For Income Taxes: Maximizing Step-Up In Basis For Couples

Tuesday, 10:00am - 11:15 am
B1. "Unlocking" SECURE Act 2.0

Meghaan Lurtz
Kitces.com
Reston, VA

Wednesday, 1:05 pm - 2:20 pm
J1. Upping Your Question Game: 25 Questions for Better Client Connections Throughout The Financial Planning Engagement

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

Masha Yevzelman, J.D.
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