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

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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