Resources & Updates on the DOL Fiduciary 3.0 Rule. Learn more and get involved here!

Experts in the Field

Within the Women’s Impact Program, we’ll take you on a journey behind-the-scenes for candid conversations with the finest experts in the holistic financial planning marketplace. These experts will share the strategies that transformed and accelerated their careers so you too can become an expert in the field and start to develop meaningful relationships that can help take your business to the next level.

Our awesome speakers

Kristin Barens 
Principal,
Mullin Barens Sanford Financial & Insurance Services, LLC.

Jessica Dowdy
Vice President,
Nationwide Financial

Karen Cecile
Chief Operating Officer,
Financial Designs Ltd.

Alicia Nguyen
President & Managing Partner,
CPI Companies

Tricia Pilone
President & Managing Partner,
CPI Companies

Jeri Turley
Principal,
Winged Keel Group

Tori Van Dusen-Roos
Principal Chief Operating Officer,
DBS Diversified Brokerage Services

We are still in the process of setting up more calls. Please check back for updates!

Upcoming conversations

Resources

Access website resources and articles.

My Finseca

Access communities and learning environments.

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.

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.

Insights

As the home of the top financial security professionals, Finseca will elevate the reputation and visibility of the work our members do.

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.

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.