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Finseca Webinar: Leading Change: Through the Advisor’s Eyes

February 10, 2021 @ 1:00 pm - 2:00 pm

Advisors are facing unprecedented times. Changing technology, government regulations, and consumer expectations are just some of the challenges they manage every day. It may sound overwhelming, but many are not just surviving in these complex times—they are thriving.

Building off the recently released Finseca Foundation eBook of the same title, this panel discussion of research contributors and leaders will drill deeper to discuss the challenges and opportunities facing Advisors with real takeaways to help you and your teams succeed.

Access on Finseca 360

Have an immediate question? Contact events@finseca.org


February 10, 2021
1:00 pm - 2:00 pm

Politics and Policy Update

Topics: 2022 Tax Policy Reform, Estate tax, income tax, policy

Join Finseca’s host Josh Caron and Bradford Campbell of Faegre Drinker for the most up to date tax developments. You’ll hear about : Potential tax changes in the Build Back Better plan Standards of Conduct and the expiration of the temporary enforcement policy due on February 1st. Register today Have an immediate question? Contact events@finseca.org