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

January 14 @ 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 events@finseca.org


January 14
11:00 am - 11:45 am

Finseca Elevate Annual Conference | Hybrid Event

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…