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Events for April 2021

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Calendar of Events

Calendar of Events
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28

#MotivationMonday

30

Webinar: 2021 Tax Policy Outlook for Estate Planning Professionals

1

Let’s Chat Finseca – What Will success look like for you by the end of quarter 2? What behaviors will you need to take to make success reality?

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Finseca Webinar: Recruiting to sales teams

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Let’s Chat Finseca – How are you communicating with your clients about possible changes to federal tax policy and aligned planning opportunities?

10

NAIC Spring Meeting – Dallas, TX

NAIC Spring Meeting – Dallas, TX

Finseca Benefits Breakdown Webinar

NAIC Spring Meeting – Dallas, TX

14

You Ask, We Answer: Estate planning opportunities with expert Michael Fontanini

Let’s Chat Finseca – What does “accountability” look like for your team today? Has it changed in the last year?

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19

Women’s Workshop: Next-Level Communication – Part 2 of 4 with Kristen Hadeed

Finseca Workshop: Coaching-based peer learning 101

21

Finseca Leadership Forum Replay – Recruiting Module

Let’s Chat Finseca – Federal tax policy

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27

Finseca Webinar: Impactful Communication in Times of Change

Finseca Leadership Forum Replay – Team Productivity Module

Let’s Chat Finseca Women – giving and receiving feedback

Let’s Chat Finseca – Federal tax policy

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