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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. Participants will explore values-based leadership, recruiting and developing high-performing teams, and advocating for policies that expand financial security opportunities for the clients and communities they ... Read more |
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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 this session! Speakers: Carey Yukich | Co-Owner & Financial Planner at TrueWealth Advising Group, Inc |
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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 members are making to grow their business next year. Like the unmeetings, Forum 400 Let’s Chats are open-format discussions intended for attendees to share their ... Read more
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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 includes a live summary of key policy developments and an interactive Q&A, providing clear insights and practical guidance to help you stay informed and prepared. ... Read more |
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