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Advanced Estate Planning Conference

September 4 @ 8:00am - 4:30pm

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

Don’t miss this great opportunity to earn continuing education credits by attending this event.

Terrace View Event Center, Sioux Center, IA

230 St Andrews Way
Sioux Center, IA 51250 United States

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