Events

Events Search and Views Navigation

Event Views Navigation

Today

  • Virtual Finseca Financial Security Leadership Designation – October 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. 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 ... Read more

  • NAILBA 45

    Learn more about this event!

  • Conversations That Close: LIVE with Jessica Jung

    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 this session! Speakers: Jessica Jung | Founder & CEO at Vast Wealth Advisors, LLC Jordan DeBettencourt | Vice President of Membership & Engagement at Finseca

  • Women at the Top: A Conversation With Rebecca Dunne

    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 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. ... Read more

  • 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 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. ... Read more

  • Conversations That Close – Focus Group with Jim Hebets

    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 ... Read more

  • Influencer Only Call: Lessons with Luminaries: The Attorney Walkthrough – Setting Up for Immediate Action

    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 ... Read more

  • 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 this session!  Speakers: Marty Nanne | Managing Director at NFP Jordan DeBettencourt | Vice President of Membership & Engagement at Finseca

  • NAILBA 365: with Velocity Advisory Group

    At N45, 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 the shift. This follow-up webinar goes further. Alec returns for a live, in-depth conversation to unpack the plays in more detail, answer your questions from the ... Read more

  • 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 this session!  Speakers: Carey Yukich | Co-Owner & Financial Planner at TrueWealth Advising Group, Inc

  • 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. 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 ... Read more