Join us for the Advanced Estate Planning Conference for Attorneys, Financial Planners, Insurance, Tax & Other Professionals.
Thursday, September 4 from 8 am – 4:30 pm at the Terrace View Event Center in Sioux Center, IA.
This conference will focus on current advanced planning techniques that are important for supporting and growing your clients’ estate plans and portfolios.
GUEST SPEAKERS
Clinton J. Bentz | Adjunct Instructor at Cannon Financial Institute
Clint Bentz is a seasoned CPA and nationally recognized expert in estate and succession planning for family-owned businesses, farms, and timberlands. After a 30-year career at a top Oregon CPA firm, he founded Clint Bentz Consulting LLC, where he continues to educate and advise on legacy planning, taxation, and philanthropy. Clint has shaped forestry policy, authored award-winning curricula, and leads his family’s 700-acre Blue Den Ranch in Oregon. Click HERE to view Clinton Bentz bio.
TOPICS | Click HERE to view the full day agenda
- Beneficiary Designations
- Business Succession Planning
- How to Manage Risk
- Advanced Planning Techniques
- Ethics
- Tax Update
COST
$149 per person (fee includes meeting materials & catered Hy-Vee meal)
REGISTER
- Contact Brenda Gisolf at (712) 476-3116 or BGISOLF@HOPEHAVEN.ORG
- Click HERE to download the registration form
Don’t miss this great opportunity to earn continuing education credits by attending this event.
