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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

Finseca Elevate Annual Conference | Hybrid Event

The Finseca Elevate Annual Conference is designed specifically for professionals who are passionate about the financial security profession and want to learn and network with the best and brightest. This annual event is designed to inspire, educate, and celebrate the profession. Together, we will create an environment that enables people to protect and enhance financial…