NAILBA 45
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Events Calendar
10 events found.
Events
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Women at the Top: A Conversation With Rebecca Dunne and Stephanie Rivas
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. This month we’re please to bring you ... Read more
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The Finseca Policy LIVE – October 2026
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 ... Read more
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Ask Me Anything With Jim Hebets
This session is exclusive for Finseca Influencer Members You asked for more time, and we listened. Ask Me Anything With Jim Hebets is an extended, interactive follow-up to our Conversations ... Read more
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Influencer Only Call: Lessons with Luminaries: The Attorney Walkthrough – Setting Up for Immediate Action
This session is exclusive for Finseca Influencer Members This session breaks down the attorney walkthrough: the moment you bring the client and the estate planning attorney together to walk through ... Read more
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Conversations That Close – LIVE with Marty Nanne
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. Register for ... Read more
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NAILBA 365: with Velocity Advisory Group
At NAILBA 45, Alec McChesney, VP of Revenue at Velocity Advisory Group, gave principals a tactical playbook for using AI to reclaim time, sharpen decisions, and lead their teams through ... Read more
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Conversations That Close – LIVE with Carey Yukich
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. Register for ... Read more
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Virtual Finseca Financial Security Leadership Designation – November 2026
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. ... Read more
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Conversations That Close – LIVE with Ande Frazier
Your client is 52. Their money is 14. Most financial decisions aren’t made by the adult in the room. They’re made by an earlier version of the client, shaped by ... Read more
