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X-WR-CALDESC:Events for Finseca
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DTSTART;TZID=America/New_York:20261007T130000
DTEND;TZID=America/New_York:20261007T133000
DTSTAMP:20260727T181613Z
CREATED:20260626T151139Z
LAST-MODIFIED:20260727T181613Z
UID:10000528-1791378000-1791379800@www.finseca.org
SUMMARY:Conversations That Close - LIVE with Mando Sallavanti
DESCRIPTION:In this Conversations That Close session\, Mando Sallavanti shares how he uses social media to build visibility and turn online engagement into real client relationships. \nMando will walk through his content process\, including how he optimizes his content the hooks and language that get someone who barely knows him to stop scrolling and reach out. You’ll hear how he balances staying compliant with keeping his content authentic\, and how he takes someone from a like or a comment to an actual client conversation. \nHe’ll also share how his rebuild after an inconsistent first year set the foundation for the approach he uses today\, and how social media fits alongside\, or apart from\, his traditional referral sources. \nIf you’re looking to build a social presence that actually produces client conversations instead of just engagement\, this session will give you a practical\, repeatable approach. \nRegister for this session! \nSpeakers: \n\nMando Sallavanti | Founder & Financial Advisor at Freedom Path Wealth \n\nJordan DeBettencourt | Vice President of Membership & Engagement at Finseca
URL:https://www.finseca.org/event/conversations-that-close-live-with-mando-sallavanti/
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20261008T130000
DTEND;TZID=America/New_York:20261008T140000
DTSTAMP:20261003T001646Z
CREATED:20260818T223302Z
LAST-MODIFIED:20261003T001646Z
UID:10000553-1791464400-1791468000@www.finseca.org
SUMMARY:NAILBA 365: with Velocity Advisory Group
DESCRIPTION:The brokerages that pull ahead won’t be the ones with the most AI tools. They’ll be the ones whose teams know how to use them. This practical\, no-hype session shows brokerage leaders how AI is changing the way their sales teams prospect\, prepare for advisor conversations\, and follow up\, along with simple ways to put it to work across the team right away. Consider it the warm-up for The Principal’s AI Playbook\, live at NAILBA.\n\nKey takeaways\n\nWhere AI actually fits in the sales motion: the high-value moments in prospecting\, advisor prep\, and follow-up where AI saves real time\nPrompts your team can use tomorrow: practical techniques for sharper outreach\, better call prep\, and faster follow-through\nHow to lead adoption\, not just allow it: simple ways to build consistent\, confident AI use across the team\n\nRegister for this session!  \nSpeakers: \n\nAlec McChesney | Vice President of Revenue at Velocity Advisory Group
URL:https://www.finseca.org/event/nailba-365-with-velocity-advisory-group-2/
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20261012T110000
DTEND;TZID=America/New_York:20261014T120000
DTSTAMP:20260312T150301Z
CREATED:20260312T150301Z
LAST-MODIFIED:20260312T150301Z
UID:10000496-1791802800-1791979200@www.finseca.org
SUMMARY:Forum MAX
DESCRIPTION:Forum MAX allows you to concentrate on YOUR clients…\nThis intimate study group setting offers hours of presenting\, discussing\, and receiving direct feedback on your client cases and solutions. You will leave with multiple new sales ideas that you can implement immediately. Between the breakout groups and networking opportunities\, you will walk away with new relationships\, refreshed connections\, and\, most importantly\, more than 20 fresh ideas from the most successful professionals in the industry. \nRegister Here! 
URL:https://www.finseca.org/event/forum-max/
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20261013T153000
DTEND;TZID=America/New_York:20261013T170000
DTSTAMP:20260603T165209Z
CREATED:20260603T164627Z
LAST-MODIFIED:20260603T165209Z
UID:10000519-1791905400-1791910800@www.finseca.org
SUMMARY:Virtual Finseca Financial Security Leadership Designation - October 2026
DESCRIPTION:Exclusively for WFG leaders\, the Virtual Finseca Financial Security Leadership Designation is a practical leadership development program built around The Leader’s Promise—leading yourself\, leading your team\, and leading the profession. Participants will explore values-based leadership\, recruiting and developing high-performing teams\, and advocating for policies that expand financial security opportunities for the clients and communities they serve. \nInterested in participating? Contact ckline@finseca.org to learn more and register.
URL:https://www.finseca.org/event/virtual-finseca-financial-security-leadership-designation-october-2026/
END:VEVENT
BEGIN:VEVENT
DTSTART;VALUE=DATE:20261021
DTEND;VALUE=DATE:20261025
DTSTAMP:20260410T153729Z
CREATED:20221116T194133Z
LAST-MODIFIED:20260410T153729Z
UID:10000046-1792540800-1792886399@www.finseca.org
SUMMARY:NAILBA 45
DESCRIPTION:Learn more about this event!
URL:https://www.finseca.org/event/nailba-45/
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20261021T140000
DTEND;TZID=America/New_York:20261021T143000
DTSTAMP:20260817T191620Z
CREATED:20260817T185634Z
LAST-MODIFIED:20260817T191620Z
UID:10000550-1792591200-1792593000@www.finseca.org
SUMMARY:Conversations That Close: LIVE with Jessica Jung
DESCRIPTION:In this Conversations That Close session\, we’ll preview key themes shaping today’s advanced markets conversations and how advisors can move discussions beyond transactions toward more holistic financial planning. \nRegister for this session! \nSpeakers: \n\nJessica Jung | Founder & CEO at Vast Wealth Advisors\, LLC \n\nJordan DeBettencourt | Vice President of Membership & Engagement at Finseca
URL:https://www.finseca.org/event/conversations-that-close-live-with-jessica-jung/
CATEGORIES:Conversations That Close
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20261027T140000
DTEND;TZID=America/New_York:20261027T143000
DTSTAMP:20261002T144300Z
CREATED:20260915T142936Z
LAST-MODIFIED:20261002T144300Z
UID:10000556-1793109600-1793111400@www.finseca.org
SUMMARY:Women at the Top: A Conversation With Rebecca Dunne and Stephanie Rivas
DESCRIPTION:Women at the Top webinars take our community on a journey behind-the-scenes for candid conversations with the top female executives in the profession. \nThis month we’re please to bring you a conversation between your Finseca Chair of the Board Stephanie Rivas\, Regional Vice President and Rebecca Dunne\, Executive Vice President\, both at National Life Group. ​ \nDon’t miss the stories of two powerful women in our business\, how they reached the top\, and what lessons others can learn from them. \nLeaders are made\, not born. It’s your turn to take a seat among those at the top. \nRegister for this session! \nSpeakers: \n\nRebecca Dunne | Senior Vice President at National Life Group \n\nStephanie Rivas | Regional Vice President at National Life Group \nSponsored by National Life Group
URL:https://www.finseca.org/event/women-at-the-top-a-conversation-with-rebecca-dunne/
CATEGORIES:Women at The Top
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20261028T140000
DTEND;TZID=America/New_York:20261028T143000
DTSTAMP:20260414T215001Z
CREATED:20260209T171613Z
LAST-MODIFIED:20260414T215001Z
UID:10000479-1793196000-1793197800@www.finseca.org
SUMMARY:The Finseca Policy LIVE - October 2026
DESCRIPTION:Finseca Policy LIVE is a monthly member briefing from Finseca that delivers timely updates on the legislative and regulatory issues affecting your business at both the state and federal levels. Each session includes a live summary of key policy developments and an interactive Q&A\, providing clear insights and practical guidance to help you stay informed and prepared. \nRegister for this session! \nSpeakers: \n\nMelissa Bova | Vice President\, State Affairs and Policy at Finseca \n  \n 
URL:https://www.finseca.org/event/the-finseca-policy-live-october-2026/
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20261028T160000
DTEND;TZID=America/New_York:20261028T170000
DTSTAMP:20260923T150111Z
CREATED:20260922T194941Z
LAST-MODIFIED:20260923T150111Z
UID:10000557-1793203200-1793206800@www.finseca.org
SUMMARY:Conversations That Close - Focus Group with Jim Hebets
DESCRIPTION:You asked for more time\, and we listened. Conversations That Close – Focus Group is an extended\, interactive follow-up to our Conversations That Close series\, built for advisors who want to go deeper with our featured guests. Instead of watching from the audience\, you’re part of the conversation\, bringing your own questions\, challenges\, and real client situations directly to an advisor who has built a thriving practice. \nEach Focus Group session gives members the time and access to dig into the strategies\, frameworks\, and day-to-day decisions behind our guest’s success\, from how they uncover client needs and build referral relationships to how they position themselves in a competitive market. To keep the conversation personal and give everyone a chance to participate\, each session is limited to just 20 attendees. If you’ve ever left a session wishing you had a few more minutes with the guest\, this one’s for you. Reserve your spot early. \nFill out our registration forum!  \nSpeakers: \n\nJim Hebets | Chief Executive Officer at The Hebets Company \n\nJordan DeBettencourt | Vice President of Membership & Engagement at Finseca
URL:https://www.finseca.org/event/conversations-that-close-focus-group-with-jim-hebets/
CATEGORIES:Conversations That Close
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20261029T130000
DTEND;TZID=America/New_York:20261029T140000
DTSTAMP:20260817T194054Z
CREATED:20260720T195237Z
LAST-MODIFIED:20260817T194054Z
UID:10000537-1793278800-1793282400@www.finseca.org
SUMMARY:Influencer Only Call: Lessons with Luminaries: The Attorney Walkthrough - Setting Up for Immediate Action
DESCRIPTION: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 attorney handling the technical detail while you lead as translator. Done right\, this meeting accomplishes two things at once: the client and attorney build real rapport\, and the client understands exactly why the planning matters most right now. Most attorneys default to starting with the easiest documents first\, the revocable trust\, powers of attorney\, and so on. You’ll learn how to flip that\, leading with the highest-impact planning so the client leaves ready to act rather than stuck in paperwork. \nKuldeep and Vince will cover how to set the stage before the meeting\, what information you hand the attorney so they walk in ready\, how to structure the introduction and handoff itself\, and what happens next: how the client hires the attorney\, what documentation they provide\, how involved you stay\, and a typical timeline from there. By the end\, you’ll have a repeatable framework for turning this meeting into the point where clients stop considering and start acting.\n\nRegister for this session!  \nSpeakers: \n\nKuldeep Madan | CEO and Founder\, Madan + \n\nVincent M. D’Addona | Partner\, Madan +
URL:https://www.finseca.org/event/influencer-only-call-with-luminaries-kuldeep-madan-vincent-m-daddona-part-2/
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