Advancing Knowledge in Financial Planning
The past few years have made it hard to plan anything in advance, but with informed strategies, professionals can prepare for any “what if” scenario. At the MNCPA Estate & Personal Financial Planning Conference, financial advisors, CPAs, and related professionals can unlock timely strategies to help their clients make smart financial moves and prepare for the future.
*Using Trusts as IRA Beneficiaries
*How The SECURE Act Changes Retirement (and Other) Planning
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