A digital event designed with leaders in mind. Learn cutting-edge strategies intentionally focused on designing, recruiting, and inspiring high-performing teams while connecting with other leaders within the profession. Conference participants will be motivated and fueled by their sense of purpose to keep learning, push the boundaries of what leadership looks like, and be connected to…
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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.
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