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A Finseca Master Class in Estate Planning

December 21, 2020

Who can attend: Finseca members only

In part one of our Master Class in Estate Planning, learners will gain an overview of Estate Planning. Learners will hear from professionals who will share experiences they have had in working with the Estate Planning team, learning all of the tax codes, working on Trusts, and the history of Basis and Basis Adjustment.

Access in LMS


December 21, 2020