Breakfast meeting: Heckerling Institute on Estate Planning Review

Date: Tuesday, February 28, 2023
Time: 7:30am - 9:00am
Location: Midland Hills - Small Turnberry Room
Speaker: Tessa Mielke and Greg Carlson, CFP®, MBT, CDFA™, RICP®, CM&AA, CPA/PFS

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DETAILS
REGISTRATION

The  Heckerling Institute on Estate Planning is the national gathering place  for estate planners, including attorneys, charitable giving  professionals, accountants, certified financial planners, investment  advisors, trust officers, non-profit advisors, and educators. Join us  for a recap of this year’s Institute. 

Learning Objectives
By attending this session advisors will: 

  • Focus on Estate Planning for the Middle-Rich
  • Learn Current IRS Compliance Priorities
  •  Receive an Update on Recent Developments

Registration, Networking, and Breakfast: 7:30 am
Presentation Begins: 8:00 am
Program Ends: 9:00 am

Anticipated CE: 1 CFP®1 MN Insurance & 1 CLE Credit

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