Events Calendar
Events
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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. ... Read more
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NAILBA 45
Learn more about this event!
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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 ... Read more
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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 ... 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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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 ... Read more
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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 ... 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 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 ... Read more
