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11:00 am

Finseca Report Marketplace Live: The wealth transfer vehicle of choice during uncertain times – the good, the bad, and the ugly of spousal lifetime access trusts

July 15 @ 11:00 am - 12:00 pm

July 15, 11:00 a.m. - 12:00 p.m. ET Flexibility is paramount for wealth transfer and estate planning professionals as they help clients navigate the ever-shifting landscape of federal tax policy proposals in 2021. Finseca cordially invites our influencer members and the trusted advisors they partner with to a talk with Jonathan Forster of BakerHostetler for […]

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