Forum 400 Let’s Chat
This will be an open discussion on strategies for IRA’s when they are not needed for retirement. We will discuss tax strategies and ways to create a legacy with problematic ... Read more
Events Calendar
10 events found.
Events
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Exclusive Influencer Only Call: with Steve Parrish & Abbe F. Large
Even well-designed financial plans can fail when research, documentation, or execution falls short. Steve Parrish, Professor of Practice at The American College of Financial Services, joins us to discuss recent ... Read more
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The Washington Report Newsletter
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 ... Read more
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Conversations That Close LIVE with Mary Lyons
In this Conversations That Close session, Mary Lyons shares how she built a nationally recognized brand as “The Wealth Woman” and how that brand translates directly into meaningful client relationships ... Read more
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Exclusive Influencer Only Call: with U.S. Department of the Treasury
Join Caroline Farr and Kyle Perel from the U.S. Treasury for an exclusive discussion on the wins of the WFTC and what the largest tax refund in history could mean ... Read more
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NAILBA & LIMRA Live Inside the Intermediary Study
NAILBA and LIMRA are pleased to announce their latest joint research study, Inside the Intermediary 5.0: A LIMRA-NAILBA Study Executive Summary. Join NAILBA Chair Chad Druvenga, LIMRA Research Director Laura Murach, and Senior Analyst Erin Bowler for a LIVE ... Read more
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Experts in the Field: Marketing by Career Stage: What to Do Now and What to Do Next
Marketing should evolve as your career evolves. What works in Year 1 will not sustain you in Year 6. In this session, Megan Hand, CFP®, shares how her marketing strategy shifted as ... Read more
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Finseca Policy Newsletter
Watch for this bi-weekly newsletter in your inbox on Tuesday evenings. Stay up to date on legislative and political happenings at both the national and state level so you can ... Read more
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The Washington Report Newsletter
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 ... Read more
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LAMP Rewind with Brevity – A Modern Approach to Hiring, Training, Developing & Retaining Advisors
Success for new advisors comes down to mastering conversations. Learning what to say, practicing how to say it, and reviewing how it shows up in real client meetings. While firms ... Read more
