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…
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Finseca Report Marketplace Live: The wealth transfer vehicle of choice during uncertain times – the good, the bad, and the ugly of spousal lifetime access trusts
July 15 @ 11:00 am - 12:00 pm
July 15, 11:00 a.m. – 12:00 p.m. ET
Flexibility is paramount for wealth transfer and estate planning professionals as they help clients navigate the ever-shifting landscape of federal tax policy proposals in 2021. Finseca cordially invites our influencer members and the trusted advisors they partner with to a talk with Jonathan Forster of BakerHostetler for a look at spousal lifetime access trusts.
Keynote Speaker: Jonathan M. Forster, Partner, BakerHostetler