2020 MOKAN Trust & Financial Services Conference

August 17-19 – VIRTUAL

UPDATE Continuing Education

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ABA Professional Certifications is dedicated to promoting the highest standards of performance and ethics within the financial services industry. This statement is not an endorsement of this program or its sponsor.

CCTS 1.5, CISP 9, CRSP 7.75, CTFA 14

CPE Continuing Education – CPE will be granted to registered attendees upon request.
Specialized Knowledge – 13.5 credits

Kansas Continuing Legal Education CommissionMAXIMUM CLE HOURS 13.50 INCLUDED HOURS 1.00 Ethics & Professionalism

Kansas Insurance Department, Financial Institutions and Professional Registration – 11 credits available

The Missouri Bar – approved for 13.2 total hours, including 3.6 ethics hours

Certified Financial Planner Board of Standards Inc.

All sessions have been approved for 1 Hour Credit

  • Functional Fiduciary Liability Reduction
  • Planning for the End of the Stretch IRA
  • Charitable Gift Planning (Including the Impact of the CARES Act) and Navigating RMDS under the SECURE Act
  • Planning for Unique Assets
  • Trusts as Beneficiaries of IRAS
  • The Zig Zag of Cannabis, Trust and Investment
  • Quicksand! Ethical Hazards for Trust Officers and Fiduciary Services Companies
  • 2020 – The Year of Living Dangerously (Economically Speaking)
  • Federal Tax Update
  • Greasing a Trust’s Squeaky Wheel
  • Expanding the Framework of Safe Withdrawal Rates

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