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Events Calendar

4 events found.

Forum 400

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  2. Forum 400

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  • September 2026

  • Wed 16

    Forum 400: Let’s Chat, What client one pagers members are using

    September 16 @ 11:00 am - 12:00 pm

    This will be an open discussion on how we are presenting concepts in a concise client-facing presentation.  It’s time to bring a piece to share with members, and everyone should ... Read more

  • October 2026

  • Mon 12

    Forum MAX

    October 12 @ 11:00 am - October 14 @ 12:00 pm

    Forum MAX allows you to concentrate on YOUR clients… This intimate study group setting offers hours of presenting, discussing, and receiving direct feedback on your client cases and solutions. You ... Read more

  • November 2026

  • Wed 18

    Forum 400: Let’s Chat, How to set the first meeting with a prospect

    November 18 @ 11:00 am - 12:00 pm

    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

  • December 2026

  • Wed 16

    Forum 400: Let’s Chat, Year End Planning and What Members are Focusing on in 2027 

    December 16 @ 11:00 am - 12:00 pm

    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

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About

Together, we elevate our profession by serving the needs of our members. We protect dreams and promote financial wellbeing for all. We are the home of the top financial security professionals. Together, we are Finseca.

Mission & Vision 

Leadership

Partner With Us

Advocate

History

Team

Members

Founders

FAQs

Events

Finseca events put insight and intentionality front and center, helping financial security professionals protect and enhance the financial well-being of people, families, and businesses everywhere.
Calendar of Events
Upcoming Conferences
Awards
lamp logo white
am stacked logo white
fm logo white
NAILBA 45 logo
fam logo white

Insights

As the home of the top financial security professionals, Finseca will elevate the reputation and visibility of the work our members do.
CEO Corner
Finseca Conversations
All Insights
Latest Announcements

EY Study 1.0

EY Study 2.0

Media Mentions

eNewsletters

Press Releases

Resources

Access searchable content in one place! It has never been easier to find what you need to accelerate your business and maximize results. From deeper dives into diverse topics on policy and regulation, to one-pagers and webinars featuring experienced industry leaders, the Finseca Resource Library is your one-stop shop for quick and actionable tools.
Access Resource Library
Conversations that Close

Articles 

Courses 

Videos 

Downloads 

Webinars 

Podcasts 

View All 

Communities

Finseca’s Communities are designed to help meet the needs of each unique community within the financial security profession. Our model brings the profession together for issues that impact everyone, while also providing a customized, community-focused structure for discussion and collaboration in a more intimate setting for different areas of the profession.

Not a member? Become one today!