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25CF-EPFP: MNCPA Estate & Personal Financial Planning Conference

June 4-5, 2025  -  Bloomington, MN and Online

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Description

Financial surprises — both welcome and unwelcome — can reshape even the best-laid plans. But through it all, your clients rely on your wisdom to guide them toward lasting wealth. The MNCPA Estate & Personal Financial Planning Conference is your opportunity to gain the latest industry insights, sharpen strategies and explore how current events shape financial futures. Attend to strengthen the knowledge that helps you lead with confidence.

MNCPA members save $150 through May 2 with the VIP members-only discount! Or save $100 with the early bird discount through May 16.

Who should attend

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

Course code Code 25CF-EPFP
Sponsor MNCPA
NASBA ID#: 139884
Level Update
Field(s)
of study
See session descriptions
Format Group Internet Based
Prerequisites None
Advance prep None
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Conference management team

Lynn Kletscher
Director of Education
952-885-5513

Emily Stamp
Conference coordinator
952-885-5509 

Leslie Mueller
Exhibitors & Sponsors
952-885-5520

Conference sponsorships

Reach CPAs by becoming a sponsor
Strengthen your brand recognition with a targeted buyer group – CPAs and accounting professionals. You'll interact one-on-one with informed, affluent customers.