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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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 email@example.com.
Time Zone for this event: ET