Upcoming webinars

October 22 

Town Hall: Building a New State Advocacy Model to Positively Impact Your Ability to Serve Your Clients.

Time: 1:00 p.m. – 2:00 p.m.

As Finseca builds a new model, starting in New York, in order to create a better regulatory and legislative climate, we want to know what’s important to you. Join Finseca CEO Marc Cadin, Finseca Board Chair Kelly Kidwell, and Finseca New York State Affiliate Representatives Greg Serio and Phillip Held on October 22, 27, or 29, at 1:00 p.m. ET and help shape Finseca NY’s 2021 plan to alleviate your regulatory challenges.

Register today

October 27 

Town Hall: Building a New State Advocacy Model to Positively Impact Your Ability to Serve Your Clients.

Time: 1:00 p.m. – 2:00 p.m.

As Finseca builds a new model, starting in New York, in order to create a better regulatory and legislative climate, we want to know what’s important to you. Join Finseca CEO Marc Cadin, Finseca Board Chair Kelly Kidwell, and Finseca New York State Affiliate Representatives Greg Serio and Phillip Held on October 22, 27, or 29, at 1:00 p.m. ET and help shape Finseca NY’s 2021 plan to alleviate your regulatory challenges.

Register today

October 29 

Town Hall: Building a New State Advocacy Model to Positively Impact Your Ability to Serve Your Clients.

Time: 1:00 p.m. – 2:00 p.m.

As Finseca builds a new model, starting in New York, in order to create a better regulatory and legislative climate, we want to know what’s important to you. Join Finseca CEO Marc Cadin, Finseca Board Chair Kelly Kidwell, and Finseca New York State Affiliate Representatives Greg Serio and Phillip Held on October 22, 27, or 29, at 1:00 p.m. ET and help shape Finseca NY’s 2021 plan to alleviate your regulatory challenges.

Register today

November 17

Creating a Tax Efficient Legacy under the SECURE Act; Sponsored by Securian

Time: 1:00 p.m. – 2:00 p.m.

At the end of 2019, the SECURE Act was passed, which impacted retirement planning, and in some cases, quite dramatically. Take for instance the removal of the stretch IRA- previously a key estate planning and wealth transfer tool.  Please join Securian’s Advanced Sales team for a discussion of the SECURE Act, its impact on your clients’ estate planning, and ideas on how to create a tax-efficient legacy.

Speakers:

  • Natalia Keene, JD
  • Jay Kautt, JD

Register link to come

December 8 

Building your Bucket List with Ben Nemtin; Sponsored by Brighthouse Financial

Time: 1:00 p.m. – 2:00 p.m.

More information to come