Stay Informed With
The Finseca Policy LIVE

Members are invited to join our monthly policy and regulatory updates to help your day-to-day. This year, we’re expanding beyond federal updates to take a closer look at what’s happening at the state level.

During these sessions, we cover:
  • Key policy and legislative updates
  • What developments may impact your business or industry
  • Insights and context to help your day-today

The Finseca Policy LIVE is included with membership and is a great way to stay up to date on the issues that matter most.

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  • The Finseca Policy LIVE – June 2026

    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 ... Read more

  • The Finseca Policy LIVE – July 2026

    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 ... Read more

  • The Finseca Policy LIVE – August 2026

    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 ... Read more

  • The Finseca Policy LIVE – September 2026

    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 ... Read more

Additional Resources

Understanding the Qualified Business Income, aka 199A, Deduction
screenshot 2025 09 11 at 8.18.53 am
Why we need a Permanent and Sustainable Estate and Gift Tax Policy
Estate Tax One Pager preview image
COLI/NQDC 101
Finseca Advisors
john michael

John Michael Gonzalez

harper

Kristen Harper

josh holmes

Josh Holmes

jones

Jonathan Jones

jeff ric

Jeff Ricchetti

 

jeff s

Jeff Shapiro

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.