THE ESTATE PLANNER’S GUIDE TO RETIREMENT ACCOUNTS & SOCIAL SECURITY BENEFITS
Online Replay Seminar
ITEM #:  2562322702   |   EVENT CODE:  TBA
MEMBER PRICE
$295.00
STANDARD PRICE
$345.00
MSBA MEMBER, NEW LAWYER, AND OTHER DISCOUNTS, IF APPLICABLE, WILL BE APPLIED DURING CHECKOUT.

ONLINE

Tuesday, September 29, 2026

9:00 AM - 4:30 PM

The Estate Planner’s Guide to Retirement Accounts and Social Security Benefits

Essential Strategies and Tips to Optimize Assets

Retirement accounts and Social Security benefits are riddled with complex rules, critical deadlines, and costly pitfalls. This full-day seminar cuts through the complexity, arming attorneys with the best practices and real-world strategies needed to guide clients through these programs and integrate them seamlessly into an overall estate plan. Our faculty will discuss:

  • Integrating Retirement Accounts into an Estate Plan
  • Complying with Required Minimum Distribution (RMD) Rules 
  • Understanding the SECURE Act 2.0
  • Answering Your Tough Questions on Social Security Benefits
  • Planning for Medical Assistance Eligibility 
  • And more!

LIVE IN-PERSON
Wednesday, August 26, 2026
Minnesota CLE Conference Center
600 Nicollet Mall, Suite 370
Seventh Street & Nicollet Mall, Third Floor City Center
Minneapolis, Minnesota

ONLINE REPLAYS
Friday, September 11, 2026
Tuesday, September 29, 2026
Attend online
A moderator will be available to answer questions by email.

$295 MSBA members / $295 paralegals / $345 standard rate

Other discounts that may apply:

Scholarships available!
Need-based scholarships are available for in-person and online seminars. For further information or to obtain a scholarship application, contact us at 800-759-8840 or customerservice@minncle.org.

Minnesota CLE is applying to the Minnesota State Board of CLE for 6.0 standard CLE credits. The maximum number of total credits attendees may claim for this program is 6.0 credits.

MEMBER PRICE
$295.00
STANDARD PRICE
$345.00
MSBA MEMBER, NEW LAWYER, AND OTHER DISCOUNTS, IF APPLICABLE, WILL BE APPLIED DURING CHECKOUT.
ADDITIONAL RECOMMENDATIONS FOR YOU (10 items):