Advanced Markets recordings NOW AVAILABLE for attendees. Access today!

Membership
Login

Investment Tax

WebinarsRecording

You Ask We Answer: What tax policies will pass in 2021?

Topics: Business Tax, Estate tax, Investment Tax, Personal Tax, Tax Insights

President Biden ran on ambitious proposals that would undoubtably touch estate planning professionals and ultimately their clients. But a proposal is not law. What were those campaign proposals and what might ultimately become law? Listen to Finseca’s policy experts Armstrong Robinson and Josh Caron with your questions and get answers.

Resources

Access website resources and articles.
Continue

My Finseca

Access communities and learning environments.
Continue

About

Together, we elevate our profession by serving the needs of our members. We protect dreams and promote financial wellbeing for all. We are the home of the top financial security professionals. Together, we are Finseca.

Mission & Vision 

Leadership

Partners

Advocate

History

Team

Members

Awards

Founders

FAQs

Merchandise

Events

Finseca events put insight and intentionality front and center, helping financial security professionals protect and enhance the financial well-being of people, families, and businesses everywhere.
Calendar of Events
Upcoming Conferences

Insights

As the home of the top financial security professionals, Finseca will elevate the reputation and visibility of the work our members do.
CEO Corner
Tax Insights
Press Releases
Latest Announcements

NAILBA 

Forum 400 

Media Mentions

eNewsletters

Magazine

Resources

Access searchable content in one place! It has never been easier to find what you need to accelerate your business and maximize results. From deeper dives into diverse topics on policy and regulation, to one-pagers and webinars featuring experienced industry leaders, the Finseca Resource Library is your one-stop shop for quick and actionable tools.
Resource Library
Finseca Policy
Advanced Markets

Communities

Finseca’s Communities are designed to help meet the needs of each unique community within the financial security profession. Our model brings the profession together for issues that impact everyone, while also providing a customized, community-focused structure for discussion and collaboration in a more intimate setting for different areas of the profession.
Not a member? Become one today!