CEO Message

While the news is filled with the twists and turns of the legislative process, including how the pending October 18 deadline on the Debt Ceiling will be resolved (which I’ve begun to have some concerns about), Finseca is focused like a laser on preserving your ability to serve your clients.

This past week, Finseca’s Board of Directors met and discussed a number of current issues relevant not only to our organization but also the profession writ large. A couple of my thoughts and reflections from the meeting are below.

As you may have heard, late Monday afternoon, the Finseca Board voted to postpone the Elevate 2021 Conference. Below are some of the details surrounding that decision.

Last Friday, I had the opportunity to sit down with U.S. Senate Finance Committee Chairman Ron Wyden (D-OR) and Wes Thompson, CEO of M Financial. The timing of our discussion could not have been better as we are drawing very near to seeing what significant tax proposals Congressional Democrats are going to consider in the…

When we set out to reunify the financial security profession, we knew it would take time, patience, and persistence. What we didn’t expect was the overwhelming support we would receive from so many countless founding firms at the outset of our work. I’d like to thank all of these firms who have helped make this…

This week, the House of Representatives moved us another step closer to major tax changes this year. Below are my thoughts on what that will mean for our profession and the people you serve.

We want to reunify the profession, but we know a one size fits all approach will not work! Finseca’s first Chair, Kelly Kidwell, joined me this week to explain how our platform approach will help reunify the profession while still being able to provide tailored benefits to each unique community.