Where Elite Advisors Get Their Edge
Walk Away With the Strategies Top Advisors Use to Win
Proven ideas, advanced planning strategies, and real-world insights you can apply immediately with high-net-worth clients and business owners.
Conversations Driving Advanced Markets/LAMP
Inside the Advanced Markets Experience
Real-world strategies that save time, grow revenue, and help your day-to-day. Plus new leadership and NAILBA community experiences.
Cutting Edge Strategies
Curated by elite producers, for elite producers.
Economic Trends & Public Policy Insights
Anticipating trends that impact your clients and your business.
Technology & the Next Generation
New revenue channels for transforming advanced planning.
NEW: Leadership Experience
(INVITE ONLY)
You’ve brought your top advisors, now what? This one is made for you. While your team is immersed in content, this invite-only, limited-seat session is designed exclusively for firm leaders — and this year, it’s not one to miss.
NAILBA
We’re excited to expand brokerage-focused content at this year’s event. With your NAILBA Board of Directors helping shape the agenda, you’ll find meaningful, brokerage-specific breakout sessions embedded throughout the conference. Explore what’s in store.
Firm Evolution
The pace of disruption is accelerating—and with it, new opportunities to lead. Learn from leaders who are navigating these major shifts, understand what’s coming next, and explore how the decisions we make today will shape the next decade of our work.
AI-Powered Advisor Development
AI is transforming how firms recruit, train, and enable advisors. Learn what new technology is coming, and what tools you can already use today to train producers faster, make work simpler, and better connect with clients.
Next-Gen Client Trends
Changing client needs, emerging technology, and major demographic shifts are transforming the advisor–client relationship. Learn the key trends every field leader should know to understand their future clients and the opportunities ahead.
The Future of Financial Security
Hear first hand from the leaders who are taking action to drive growth and innovation, tackling the toughest challenges, showcasing solutions already in motion, and calling on their teams to turn disruption into momentum.
Joint Day on the Hill
For the first time ever, Finseca and NAIFA are standing together on Capitol Hill, not as separate organizations, but as one united profession. While each organization brings unique strengths, both share a common mission: To ensure all Americans have access to financial security professionals who can help them plan and secure their financial futures.
Joint Day on the Hill is sponsored by
Networking Opportunities
May 18
4:00 pm
202605181600
- 4:00 pm
- - 6:00 pm
- M4 Foyer
- Networking
- Capitol Hill Day
Attendees will pick up their Hill Day packets, review schedules, and have the opportunity to ask questions in preparation for their visits to Capitol Hill. This reception also provides time to meet your Sherpa leader and connect with your group, ensuring everyone is prepared and aligned for a successful day of advocacy and engagement on the Hill.
May 19
4:30 pm
202605191630
May 20
7:00 am
202605200700
- 7:00 am
- - 7:45 am
- Independence Ballroom
- Meal
May 20
12:15 pm
202605201215
- 12:15 pm
- - 1:30 pm
- Independence Ballroom
- Meal
This lunch is sponsored by Crump
May 20
5:00 pm
202605201700
- 5:00 pm
- - 6:30 pm
- Independence Ballroom
- Networking
May 20
5:45 pm
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- 5:45 pm
- - 6:30 pm
- Capitol, M4
- Networking
May 21
7:00 am
202605210700
- 7:00 am
- - 8:00 am
- Independence Ballroom
- Meal
May 21
8:45 am
202605210845
May 20
12:30 pm
202605201230
- 12:30 pm
- - 1:15 pm
- Check Mobile App for Locations
- Meal
Led by a real Social Security expert who spent over 6 years inside the Social Security Administration, this webinar will break down the unique complexities affluent households face when making claiming decisions. We’ll explore sophisticated strategies that integrate benefit timing, taxation, IRMAA exposure, coordination with other income sources, and survivor benefit considerations—all within the broader context of longevity risk and portfolio planning. Attendees will gain practical frameworks and analysis techniques to help deliver informed, objective guidance and more confident outcomes for individuals and couples navigating Social Security as part of a comprehensive retirement strategy.
Stephanie is on Securian Financial’s Advanced Sales Team, providing expertise in business succession, estate planning, retirement strategies, using life insurance, long term care, and annuity products.
May 20
7:00 am
202605200700
- 7:00 am
- - 5:00 pm
- Treasury
- Networking
Whether you need a quiet space to huddle with colleagues, jump on a quick call, or recharge with a snack, we’ve got you covered. This ambassadors-only space is yours to enjoy throughout the event.
Not an Ambassador? Click here to join today: https://www.finseca.org/advocacy/ambassador-program/