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DTSTART;TZID=America/New_York:20260526T140000
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SUMMARY:Inside the SHOOK Methodology: How the Forbes | SHOOK Financial Security Professionals Ranking Defines Excellence
DESCRIPTION:Join Molly Bennard\, President of SHOOK Research\, for an inside look at how the industry’s most rigorous and independent ranking process is shaping the standard of excellence in wealth management. SHOOK’s mission is simple: elevate the reputation of the best advisors in the business. \nIn this session\, Molly will walk attendees through how SHOOK evaluates Financial Security Professionals using a combination of quantitative metrics and qualitative factors—including client relationships\, service model\, services provided\, and integrity—to identify advisors who truly stand apart. SHOOK is not pay-to-play; advisors cannot buy their way onto the list. Rankings are distributed through Forbes\, helping clients easily recognize and connect with the most reputable professionals in the industry. \nSpeakers: \n\nMolly Bennard | President at SHOOK Research \n\nMarc Cadin | CEO at Finseca \nRegister Here! 
URL:https://www.finseca.org/event/luminary-call-with-shook-president-molly-bennard/
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DTSTART;TZID=America/New_York:20260527T110000
DTEND;TZID=America/New_York:20260527T120000
DTSTAMP:20260523T225709
CREATED:20260428T203548Z
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SUMMARY:Forum 400: Beyond the spreadsheet  - protecting our clients from bad actors
DESCRIPTION:This will be an interactive discussion with the winner of Forum Max\, Jonathan Adler.  What are members saying to make those relationships actually successful? \nLike the unmeetings\, Forum 400 Let’s Chats are open-format discussions intended for attendees to share their opinions on the topic. Please come to share\, as that is why we are all part of Forum 400. \nIf you are interested in membership in Forum 400\, please contact forum400@finseca.org. \nModerator: \n\nJonathan Adler | Senior Associate & Director at Cambium Group
URL:https://www.finseca.org/event/forum-400-beyond-the-spreadsheet-protecting-our-clients-from-bad-actors/
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DTSTART;TZID=America/New_York:20260527T140000
DTEND;TZID=America/New_York:20260527T143000
DTSTAMP:20260523T225709
CREATED:20260209T171615Z
LAST-MODIFIED:20260414T215248Z
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SUMMARY:The Finseca Policy LIVE - May 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\nJennifer Fox | Vice President\, Federal and Political Affairs at Finseca \n  \n 
URL:https://www.finseca.org/event/the-finseca-policy-live-may-2026/
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DTSTART;TZID=America/New_York:20260528T180000
DTEND;TZID=America/New_York:20260528T180000
DTSTAMP:20260523T225709
CREATED:20260106T163622Z
LAST-MODIFIED:20260106T163622Z
UID:10000422-1779991200-1779991200@www.finseca.org
SUMMARY:The Washington Report Newsletter
DESCRIPTION:This report is only for Influencer level members. Watch for this bi-weekly in-depth report in your inbox on Thursday evenings. The Washington Report keeps Finseca’s advanced markets practitioners on the cutting edge of planning by providing timely\, technical educational pieces addressing how life insurance is impacted by tax policy\, laws\, regulations\, and court opinions. \nTo view the Washington Report archive\, access it through your learning portal here. \nNot seeing this in your inbox? Check your email settings in your My Finseca membership portal here. \nFurther questions? Reach out to us at membership@finseca.org.
URL:https://www.finseca.org/event/the-washington-report-newsletter-31/
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