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X-WR-CALDESC:Events for Finseca
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DTSTART;TZID=America/New_York:20260714T130000
DTEND;TZID=America/New_York:20260714T133000
DTSTAMP:20260617T171313Z
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UID:10000515-1784034000-1784035800@www.finseca.org
SUMMARY:Conversations That Close - LIVE with Stefan Greenberg and Zachary Kriftcher
DESCRIPTION:What does it take to build a high-performing practice and then help others do the same? \nIn this Conversations That Close session\, we’ll hear from Stefan Greenberg\, Managing Partner at Lenox Advisors\, and Zachary Kriftcher\, Partner at Lenox Advisors\, as they share two perspectives on growth from one of the industry’s most successful firms. \nStefan will discuss his evolution from advisor to leader\, the lessons he’s learned working with elite producers\, and how he helps top advisors continue to grow after they’ve already achieved significant success. Zach will share how he has built a high-volume practice\, bringing in more than 300 new clients annually\, and the philosophy\, client acquisition strategies\, and conversations that fuel that growth. \nTogether\, they’ll explore the relationship between leadership and production\, how mentorship accelerates success\, and the habits\, mindsets\, and conversations that drive results at every stage of a career. \nWhether you’re looking to scale your practice\, develop future leaders\, or refine your approach to growth\, you’ll leave with practical insights from two professionals succeeding at different levels of the same high-performing organization. \nRegister for this session! \nSpeakers: \n\nStefan Greenberg | Managing Partner at Lenox Advisors \n\nZachary Kriftcher | Partner at Lenox Advisors
URL:https://www.finseca.org/event/conversations-that-close-live-with-stefan-greenberg-and-zachary-kriftcher/
CATEGORIES:Conversations That Close
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260714T140000
DTEND;TZID=America/New_York:20260714T143000
DTSTAMP:20260625T202312Z
CREATED:20260623T153242Z
LAST-MODIFIED:20260625T202312Z
UID:10000526-1784037600-1784039400@www.finseca.org
SUMMARY:NAILBA 365: with Jack Elder
DESCRIPTION:Many high-net-worth clients\, and even their advisors\, view life insurance and long-term care as the weakest link in an otherwise sophisticated financial plan. In this NAILBA 365 session\, Jack Elder\, Head of Advanced Sales at CBS Brokerage\, shares how he changes that perception by leading with simple math instead of sales. \nJack will walk through the conversations he uses to help clients and their advisory teams understand the role insurance plays in protecting wealth\, creating certainty\, and strengthening an overall financial plan. You’ll hear how he simplifies complex concepts\, addresses skepticism with confidence\, and lets the numbers tell the story. \nWhether you’re speaking with affluent clients\, centers of influence\, or fellow advisors\, you’ll leave with practical language and a framework for making insurance an integral part of the planning conversation. \nRegister for this session! \nSpeakers: \n\nJack Elder | Head of Advanced Sales at CBS Brokerage
URL:https://www.finseca.org/event/nailba-365-conversations-that-close-with-jack-elder/
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260714T153000
DTEND;TZID=America/New_York:20260714T170000
DTSTAMP:20260603T164621Z
CREATED:20260603T164621Z
LAST-MODIFIED:20260603T164621Z
UID:10000518-1784043000-1784048400@www.finseca.org
SUMMARY:Virtual Finseca Financial Security Leadership Designation - July 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-july-2026/
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260722T110000
DTEND;TZID=America/New_York:20260722T120000
DTSTAMP:20260707T134023Z
CREATED:20260707T134023Z
LAST-MODIFIED:20260707T134023Z
UID:10000531-1784718000-1784721600@www.finseca.org
SUMMARY:Forum 400 - July Let's Chat
DESCRIPTION:Like the unmeetings\, Forum 400 Let’s Chats are an open format discussion held monthly. Let’s Chats are an exclusive opportunity for Forum 400 members to share their thoughts and speak openly on a variety of topics and share information with others. All members receive a calendar invitation directly to participate. \nIf you are interested in membership of Forum 400\, please contact forum400@finseca.org.
URL:https://www.finseca.org/event/forum-400-july-lets-chat/
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260723T140000
DTEND;TZID=America/New_York:20260723T144500
DTSTAMP:20260629T181418Z
CREATED:20260610T153310Z
LAST-MODIFIED:20260629T181418Z
UID:10000524-1784815200-1784817900@www.finseca.org
SUMMARY:Luminary Call: LIVE with Will Dunham of the American Investment Council
DESCRIPTION:Our exclusive Luminary Calls are a special opportunity reserved for Influencer members. \nAs private capital and the insurance industry grow increasingly intertwined\, the policy stakes have never been higher. \nWill Dunham leads the American Investment Council\, the go-to voice for private equity in Washington\, representing firms that account for roughly 80% of U.S. private equity AUM. \nIn this members-only exchange\, Will and Marc will cover the growing relationship between private equity and insurance\, what is driving insurer allocation to private markets\, key misconceptions surrounding these partnerships\, and the legislative and regulatory issues both organizations are watching closely. \nThis session is live and will not be recorded. Please register to ensure you don’t miss it. \nRegister for this session!  \nSpeakers: \n\nWill Dunham | President & CEO at American Investment Council \n\nMarc Cadin | CEO at Finseca
URL:https://www.finseca.org/event/luminary-call-live-with-will-dunham-of-the-american-investment-council/
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260729T140000
DTEND;TZID=America/New_York:20260729T143000
DTSTAMP:20260618T140155Z
CREATED:20260107T182927Z
LAST-MODIFIED:20260618T140155Z
UID:10000437-1785333600-1785335400@www.finseca.org
SUMMARY:The Finseca Policy LIVE - July 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\nBob Schellhas| Chief Advocacy Officer at Finseca
URL:https://www.finseca.org/event/the-finseca-policy-live-july-2026/
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