Ask Me Anything With Jim Hebets
This session is exclusive for Finseca Influencer Members You asked for more time, and we listened. Ask Me Anything With Jim Hebets is an extended, interactive follow-up to our Conversations ... Read more
Events Calendar
10 events found.
Events
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Influencer Only Call: Lessons with Luminaries: The Attorney Walkthrough – Setting Up for Immediate Action
This session is exclusive for Finseca Influencer Members This session breaks down the attorney walkthrough: the moment you bring the client and the estate planning attorney together to walk through ... 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 NAILBA 45, 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 ... Read more
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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
Your client is 52. Their money is 14. Most financial decisions aren’t made by the adult in the room. They’re made by an earlier version of the client, shaped by ... 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
