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
Events Calendar
10 events found.
Events
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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
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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Luminary Call: Mid Terms Analysis with Josh Holmes & John Michael Gonzalez
Our exclusive Luminary Calls are a special opportunity reserved for Influencer members, their clients, and referral sources. Join us for quarterly video sessions featuring renowned public policy experts and visionary ... Read more
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Forum 400: Let’s Chat, How to set the first meeting with a prospect
This will be an open discussion on what members are saying in 1-2 sentences to set the first meeting. You must be able to back up your Big Bold Claims, but to ... Read more
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The Finseca Policy LIVE: Post Mid Term Analysis
This is an exclusive session for our Influencer members In order to provide Finseca members who are sophisticated planners using life insurance to address issues such as estate tax, wealth ... Read more
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Virtual Finseca Financial Security Leadership Designation – December 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 Carey Yukich Part 2
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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Forum 400: Let’s Chat, Year End Planning and What Members are Focusing on in 2027
Join us on this call to have an open discussion on year-end planning, but mainly on what members are working on for 2027. These can be minor or major changes ... Read more
