This session breaks down the attorney walkthrough: the moment you bring the client and the estate planning attorney together to walk through the recommended strategy, a trust-based approach, with the … Read more
Estate Planning
This is an exclusive session for our Influencer members In order to provide Finseca members who are sophisticated planners using life insurance to address issues such as estate tax, wealth … Read more
This offering is exclusive to our Finseca Influencer members, reach out to us at learning@finseca.org
The annual Heckerling Institute on Estate Planning is one of the largest gatherings of estate and business planning attorneys, CPAs, and advisors. Join our next Influencer-Only call as Todd Steinberg and Jeremy Brown of … Read more
