39th Annual MNCPA Estate & Personal Financial Planning Conference

June 16-17, 2020 (8:30am-4:40pm GMT-5)

Conference

MNCPA | June 16, 2020 | Brooklyn Center, MN

 

Sessions: 

3:15pm-4:30pm Transcending Technology: Leveraging Emerging Technologies Rather Than Combating Them

General Information:

You can’t predict the future, but you can prepare for it. With so much financial uncertainty, your clients need advice they can trust. Hear the latest industry updates from local and national experts to equip your clients secure their financial future.

With many breakouts to choose from, you can customize the conference to fit your needs. Attend this two-day event to learn useful strategies and best practices to help your clients leave a legacy they’re proud of.

Who should attend

 

CPAs, financial planners and other professionals who advise on estate and/or personal financial planning issues.

Learning objective(s)

  • Learn about tax law changes and their impact on planning

  • Examine the FAFSA and the Minnesota 529 plan

  • Look at industry trends and their relation to financial advice

Speaker: Donny Shimamoto, CPA, CGMA, CITP

Managing Director, IntrapriseTechKnowlogies LLC

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