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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 Leadership Forum | Digital Event

A digital event designed with leaders in mind. Learn cutting-edge strategies intentionally focused on designing, recruiting, and inspiring high-performing teams while connecting with other leaders within the profession. Conference participants will be motivated and fueled by their sense of purpose to keep learning, push the boundaries of what leadership looks like, and be connected to…