Finseca

Check out the exclusive new features we've added to the Influencer membership—specifically crafted to boost your credibility with clients and prepare you for the ‘Superbowl of Tax.’ What does this mean for you? As a skilled planner tackling complex financial issues for your clients, you’ll now have access to enhanced insights and resources that will strengthen your client relationships and elevate your expertise among referral sources. Here’s a sneak peek at some of the new features that will empower you to stay ahead of your clients' evolving planning needs. https://lnkd.in/eVgvhzYd #Finseca #Influencer #Tax #FinancialIssues #FinancialPlanning

?? Member Benefit ?? Knowledge is power, and Finseca members get exclusive access to the news, tools, and resources needed to grow their businesses. Our eNewsletters cover topics on: ?? Breaking news ?? Strategies from top financial security pros ?? Policy and regulatory changes at the national & state level And so much more... We keep you current and relevant in today’s changing environment. Don’t miss out—if you’re not a member yet, sign up today and stay in the know! https://www.finseca.org/ #Finseca

?? Learn from the Top 1% of Financial Professionals! ?? Ready to level up? LAMP 2025 is THE place to connect, learn, and lead with the industry’s best of the best. ?? Get ready for: ? Powerful insights from world-class speakers ? Networking with fellow game-changers ? Tools to drive your practice to new heights If you’re aiming for the top—or are already there—you can’t miss this premier event for financial professionals who set the standard for excellence. ?? Mark your calendar and join us: https://lnkd.in/eDHNHkVq #Finseca #LAMP2025 #Top1Percent #FinancialLeadership #WhereExcellenceMeets

Finseca members, check your inbox for the latest Finseca Flash to read our Transition Letter to President-elect Donald Trump and his transition team. #FinancialSecurityforAll

Last week, Senator Catherine Cortez Masto met with Finseca member Jeri Turley, a true advocate for our profession. Their conversation highlighted Jeri’s passion for helping families and small businesses secure their futures through thoughtful planning and preparation. Jeri’s unwavering commitment to her clients and her service with Finseca embody the very best of our profession. Leaders like Jeri ensure that the mission of #FinancialSecurityForAll becomes a reality for those who need it most. Thank you, Senator Cortez Masto, for taking the time to engage with a champion of our industry!

Unlock new avenues for visibility and connection! ?? Want to exhibit at LAMP 2025, happening March 22-25 in Orlando? We are offering powerful sponsorship opportunities tailored to help you reach engaged audiences within the financial security profession. Showcase your brand, expand your influence, and connect with industry leaders through strategic advertising options. Don’t miss your chance—secure your spot today! https://lnkd.in/gGPRKHtc.. #Sponsorship #Influence #LAMP2025

?? Exciting News from the Finseca Women’s Community! ?? We’re thrilled to announce the appointment of Joy Avedesian, Managing Partner of Capstone Colorado, as the new Chair of our Women’s Community Board of Advisors! ?? Joy will lead this powerful network of leaders committed to advancing women in the financial security profession. Alongside Joy, we welcome two new board members: ?? Tina Hoag, Financial Advisor, Northwestern Mutual ?? Grace B. Torres Kilpatrick, CEPA, M.A., Senior Financial Advisor, North Star Resource Group Returning board members include: ?? Lorrie Baldevia, Platform President, AssuredPartners ?? Cathy Neifeld, JD, Partner and General Counsel, AgencyONE ?? Tricia Pilone, President and Managing Partner, CPI Companies The Finseca Women’s Community is dedicated to empowering women in financial security, providing tools, resources, and networking opportunities to help members reach their full potential. And the best part? It’s open to all women and allies in the industry—no Finseca membership required! Congratulations to our new leaders! We can’t wait to see how they shape the future of the Finseca Women’s Community. ?? #Finseca #WomensCommunity #Leadership #FinancialSecurity #Networking #ProfessionalGrowth

Don’t just stand on the shoulders of giants, become one. Transform your business at Advanced Markets, the premier high-end advisor conference designed to revolutionize how you serve business executives, high-net-worth individuals, and families. You’ll gain access to the secrets of the nation’s top advisors. You can’t get this anywhere else! For more details, visit: https://lnkd.in/eT8zHFTS #AdvancedMarkets #Leadership #Finseca

In a recent edition of CEO Corner, Marc Cadin chatted with Maggie Seidel about the power of credibility. Tune in to hear Marc discuss how trust shapes our profession in this insightful conversation with Maggie Seidel, Finseca’s Executive Vice President of External Affairs and Chief of Staff. It's a great opportunity to hear directly from our leadership on key topics affecting your success. Don’t miss out—be part of a community dedicated to building trust and advancing financial security ???? https://lnkd.in/g8HSKAZT #Finseca #FinancialServices #Credibility #CEOcorner

?? Join Us for an Inspiring Conversation! ?? We’re thrilled to announce the latest edition of our Women at the Top series, featuring Vanessa Morin, Head of Advisor Services at MassMutual. Vanessa will share her journey, insights, and strategies for success in this empowering session. This conversation will be hosted by Joy Avedesian, Chair of the Finseca Women’s Advisory Board, who brings her own wealth of experience and leadership to the discussion. ?? Register here: https://bit.ly/3UZ4jOt