|
Sunday
|
Monday
|
Tuesday
|
Wednesday
|
Thursday
|
Friday
|
Saturday
|
|---|---|---|---|---|---|---|
|
0 events,
|
1 event,
-
Success in financial services takes more than hard work—it takes the right knowledge, tools, and connections. That’s why Finseca, your national trade association, is bringing WFG professionals exclusive access to the brightest minds and most proven strategies in the profession. Across this five-part webinar series, you’ll: Learn from industry leaders and top advisors who are ... Read more |
0 events,
|
0 events,
|
0 events,
|
0 events,
|
0 events,
|
|
0 events,
|
0 events,
|
3 events,
-
Join us on this call to have an open discussion on year-end planning but mainly on what members are working on for 2026. OneAmerica Advanced Markets will be joining us on the call. These can be minor or major changes members are making to grow their business next year. Like the unmeetings, Forum 400 Let’s ... Read more
-
Shaun McDuffee has been named one of America's Top 100 Financial Security Professionals by Forbes & SHOOK Research every year since the list's inception (2021-2025). Learn how Shaun helps Physicians secure their financial lives beginning with basic savings all the way through retirement distribution and legacy planning in the December edition of Conversations that Close ... Read more 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 be informed and prepared to act on behalf of the profession. To view the Finseca Policy Newsletter archive, click here. All members are able to receive ... Read more |
0 events,
|
2 events,
-
Recruiting is the lifeblood of growth in financial services—and no one knows that better than WFG. That’s why we’re bringing you an exclusive conversation with one of the industry’s most influential leaders: Stephanie Rivas, Regional Vice President at National Life Group, Chair-Elect of Finseca’s Board of Directors, and a proven recruiter and firm-builder. Together, Marc and ... Read more 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 edge of planning by providing timely, technical educational pieces addressing how life insurance is impacted by tax policy, laws, regulations, and court opinions. To view ... Read more |
0 events,
|
0 events,
|
|
0 events,
|
1 event,
-
Join Josh Holmes of Calvary LLC and Tom West from Capitol Tax Partners as they bring their deep expertise on tax reform. This series is centered around how advisors can use tax reform to strengthen client relationships and drive results. We'll equip you and your circles of influence with all the intel you need to successfully ... Read more |
0 events,
|
1 event,
-
Finseca was built to bring the profession together. We know you care about your clients, and when challenges arise, your role is to support them. Many have asked: What do I tell my clients? We’re here to help. Join us on Wednesday, December 17, at 2:30 pm ET for a Discussion Forum on the PHL ... Read more |
1 event,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 edge of planning by providing timely, technical educational pieces addressing how life insurance is impacted by tax policy, laws, regulations, and court opinions. To view ... Read more |
0 events,
|
0 events,
|
|
0 events,
|
0 events,
|
0 events,
|
0 events,
|
0 events,
|
0 events,
|
0 events,
|
|
0 events,
|
0 events,
|
0 events,
|
0 events,
|
0 events,
|
0 events,
|
0 events,
|
