Your monthly guide to excellence in brokerage operations and professional growth
Events Calendar
42 events found.
Events
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Join Molly Bennard, President of SHOOK Research, for an inside look at how the industry’s most rigorous and independent ranking process is shaping the standard of excellence in wealth management. SHOOK’s mission is simple: elevate the reputation of the best advisors in the business. In this session, Molly will walk attendees through how SHOOK evaluates ... Read more |
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This will be an interactive discussion with the winner of Forum Max, Jonathan Adler. What are members saying to make those relationships actually successful? Like the unmeetings, Forum 400 Let’s Chats are open-format discussions intended for attendees to share their opinions on the topic. Please come to share, as that is why we are all ... 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 |
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 |
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1 event,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 |
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