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You Ask, We Answer: Breaking into estate planning – the relationships you need

January 14, 2021 @ 11:00 am - 11:45 am

Location: Finseca 360

Interested in Estate Planning? Building trusting professional relationships with other members of the estate planning team is key to your success. Ask estate planning masters Carl Peterson and Ken Samuelson, two contributors to the recently released Finseca Master Class in Estate Planning, anything and everything about specializing in estate planning.

Have an immediate question? Contact [email protected]


January 14, 2021
11:00 am - 11:45 am