Phoenix, AZ Registration details to come. Forum MAX is a member-only study group that offers an exclusive opportunity to present, share and receive direct feedback on client cases while growing your network.
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Member-Only Calls: Tax Update – COLI/BOLI
June 30, 2021 @ 11:00 am - 11:30 pm
Federal tax changes are coming. Do you have the information you need to plan effectively with your clients? Join Finseca’s Chief Advocacy Officer, Armstrong Robinson, Mullin Barens Sandfords Financial’s Principal, Kristi Barens, and The Federal Policy Group’s Managing Director, Ken Kies, 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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