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Member-Only Calls: Tax Update – Wealth Transfer
June 22, 2021 @ 11:00 am - 11:30 am
Topics: Let's Chat Finseca
Federal tax changes are coming. Do you have the information you need to plan effectively with your clients? Join Finseca’s AVP of Member Learning, Megan Bronner, and President of Ricchetti Inc., Jeff Ricchetti, on this member-only call for insights into the current conversations in D.C.
Time Zone for this event: ET
Have an immediate question? Contact [email protected]
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