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Forum 400

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

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

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

This will be an open discussion along with live sharing of ChatGPT and how members are using it to save time and make them look better.  For example, how AI … Read more

Please join us for July’s Forum 400 Let’s Chat, on Wednesday July 22nd at 11am EST, with OneAmerica. This will be an open discussion on how we are positioning our … Read more

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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.

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