San Diego, CA Registration details to come. Network with the brightest, and come away with new strategies you can apply immediately to positively impact your practice and client outcomes.
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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.
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