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Let’s Chat Finseca – How are you deepening your relationships with COIs who operate in the wealth transfer/estate planning marketplace given the current federal tax policy landscape?

May 27 @ 3:00 pm - 3:45 pm

Join Capital Strategie Groups’ Managing Principal David Byers, to brainstorm and breakdown deepening your relationships with COIs who operate in the wealth transfer/estate planning marketplace given the current federal tax policy landscape—live and face to face (virtually)!

WARNING To help keep this session highly interactive, we will cap attendance at 12 and highly encourage all participants to be on camera. If you have any questions about the format, please reach out to events@finseca.org.

Time Zone for this event: ET

Register on Finseca 360

Have an immediate question? Contact events@finseca.org

Details

Date:
May 28
Time:
3:00 pm – 3:45 pm

Details

Date:
May 27
Time:
3:00 pm - 3:45 pm