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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, 2021 @ 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


July 15, 2021
11:00 am - 12:00 pm

Forum 400 Annual Meeting

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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