Recording

Finseca Webinar: Communicating through a time of uncertainty

The end of the pandemic is in sight. People are ready to look forward and do the hard work of building the new normal. Each generation is adapting to the changes of the past year—young new-hires finally meeting coworkers face-to-face, parents finding normalcy as kids return to school, experienced leaders contemplating retirement. More than ever,…

Finseca Benefits Breakdown Webinar

What’s your favorite Finseca member benefit? Our AVP of Member Learning, Megan Bronner, will walk you through all of the new Finseca member benefits, like our eNewsletters, Product Intelligence Packets, webinars, and conferences. Whether you’re a legacy member, or new to the organization, our Benefits Breakdown webinars will give you the insights to have the…

You Ask, We Answer webinar: RMDs – To take or not to take

As your clients begin to close the proverbial book on their 2020 taxes, some will be ready to turn their attention to 2021. How will RMDs play into your clients’ 2021 financial security plan given all the recent changes? In this special Finseca Product Intelligence edition of You Ask We Answer, we welcome retirement expert…

You Ask We Answer: What tax policies will pass in 2021?

Topics: Business Tax, Estate tax, Investment Tax, Personal Tax, Tax Insights

President Biden ran on ambitious proposals that would undoubtably touch estate planning professionals and ultimately their clients. But a proposal is not law. What were those campaign proposals and what might ultimately become law? Listen to Finseca’s policy experts Armstrong Robinson and Josh Caron with your questions and get answers.

You Ask, We Answer: New Year, New Administration – What Biden’s First 100 Days in Office Means for You and Your Clients

Beginning with Inauguration Day, a president’s first 100 days in office are a symbolic measure of their early legislative success and set the tone for the next four years. Listen to Finseca’s Chief Advocacy Officer Armstrong Robinson and Vice President of Legislative Affairs Josh Caron as they answer your questions on what to expect from…