Advanced Markets 2023
March 20th - 22nd, 2023
Washington, D.C.
From across the profession, there simply is no other meeting that brings together this many experts, with this level of production, and these types of strategies in one place at one time!
Capitol Hill Day
Not only is there no other event that brings together this many top experts, with this level of production, and with these types of strategies in one place at one time, but also it's the only meeting that includes a Capitol Hill Day.
Capitol Hill Day is an opportunity for Finseca members to meet with policymakers to talk with them about our noble profession. With 100 new Members of Congress this year, it is imperative that we educate them on the work we do for more than 75 million families and businesses across the country.
Registration for Capitol Hill Day is available at checkout for Finseca members.
Keynote Speakers Include
Breakouts to Look Out For
Along with legendary producers, Finseca's Advanced Markets meeting also offers breakout sessions that will unpack the latest strategies in: wealth transfer, executive compensation, and small to mid-size business clients' needs.
The Next Generation of Product
With Bobby Samuelson
View Session
HNW Female Investor: A Focus on HER Estate Planning
With Eileen Shovlin, Karen Hofmann, and Caroline Brooks
View Session
Planning for Modern Blended Families
With Mr. Andrew Gordon and Chelsea Brochu
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