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
Events Calendar
10 events found.
Events
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Forum 400: How members are ACTUALLY getting referrals
This will be an open discussion on how we explain to clients that what they have been shown is extremely unlikely to work out, how to point out the risks, ... Read more
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NAILBA Certified Edge Newsletter
Your monthly guide to excellence in brokerage operations and professional growth
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NAILBA 365: Beyond E&O: How Cyber Liability Risks Are Reshaping Brokerage Operations
Cyber liability is no longer just an IT concern. It is a business risk impacting every part of brokerage operations. Join Rob Erzen and Suzie Wittmann for a practical discussion ... Read more
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The Finseca Policy LIVE – June 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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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 – Eryka Morehead
Register for this session! Speakers: Eryka Morehead | President & CEO at Collaborative Planning Group, Inc Jordan DeBettencourt | Vice President of Membership & Engagement at Finseca
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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
-
-
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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Conversations That Close – LIVE with Stefan Greenberg and Zachary Kriftcher
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
