2022 Election Aftermath, reserve your spot today!

Estate tax

Ambassador-Only Update: Tax Changes, Elections and Department of Labor – Oh, My! What to Expect in 2022

Topics: 2022 Tax Policy Reform, Estate tax, income tax, policy

Join us for an exclusive opportunity – open only to Finseca Ambassadors – to deepen our knowledge of the upcoming election landscape and crucial legislative tax priorities in 2022. Attendees will hear from Washington experts Jay Heimbach and Jeff Shapiro as they provide their insights on what the midterm elections might mean for the Tax…

Member-only calls: Tax update (All members) 11.09.21

Topics: advocacy, Business Tax, Estate tax, Personal Tax, Tax

Member content, like this recording, is meaningfully subsidized by membership dues, and therefore is exclusively reserved and intended only for Finseca members as a valuable member benefit. We do not endorse or encourage members to share outside the Finseca membership without written permission from Finseca, which can be obtained on a case by case basis…


Access website resources and articles.

My Finseca

Access communities and learning environments.


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.


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.


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


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.


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.