Loading Events
  • This event has passed.

Finseca Leadership Forum Summer Session: Recruiting and retaining the future financial advisor

August 17, 2021 @ 11:00 am - 12:30 pm

Today, a lack of planning is making our work more essential than ever before, yet the financial advising workforce is not keeping pace. Nearly half of financial advisors are 55 and older, which means recruiting new and diverse talent is more urgent than ever. Join generational expert Kim Lear along with other practitioners in the field for a closer look into the most crucial generational trends impacting recruitment and retention.

Learn more

Time Zone for this event: ET

Have an immediate question? Contact events@finseca.org


August 17, 2021
11:00 am - 12:30 pm

Politics and Policy Update

Topics: 2022 Tax Policy Reform, Estate tax, income tax, policy

Join Finseca’s host Josh Caron and Bradford Campbell of Faegre Drinker for the most up to date tax developments. You’ll hear about : Potential tax changes in the Build Back Better plan Standards of Conduct and the expiration of the temporary enforcement policy due on February 1st. Register today Have an immediate question? Contact events@finseca.org