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Events for April 9, 2021

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3:00 pm

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

April 9 @ 3:00 pm - 3:45 pm

Calling all client-facing members! If you miss coffee dates, happy hours, and running into people in the hallway, come join us for a highly interactive digital networking session. Bring a challenge, a win, and a beverage of your choice and take a moment to connect with your peers! This week we’ll be discussing the question, […]

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