Jim Hebets has received the Peter W. Mullin Visionary Leadership Award for 57 years of dedicated service, embodying the values of integrity and client advocacy.
Let's come together as a profession for #FinancialSecurityForAll and celebrate excellence in our communities.
Josh Holmes (@HolmesJosh) & Treasury Secretary @SecScottBessent share a clear message: having a financial plan makes a real difference.
That’s why financial literacy can’t be optional.
Access to the markets matters.
A plan matters even more.
Thanks to Sec. Scott Bessent, Josh, @ComfortablySmug,
@MichaelDuncan, @JohnAshbrook and the @RuthlessPodcast for the conversation.
Here are a few key moments from the full interview. Watch the clip and tell us: What’s one financial habit you wish you learned earlier?
#FinancialSecurityForAll
💡 “You can’t afford not to have a financial advisor.” – @CadinMarc
More than two-thirds of Americans don’t work with a financial advisor—leaving families vulnerable as institutions like Social Security face real pressure.
Now is the time to change that. Advisors provide the clarity and confidence every American needs to navigate life’s complexities.
#FinancialSecurityForAll#Finseca#FinancialPlanning
🚨 Our message is clear: while the #OneBigBeautifulBill Act is the best tax bill we've seen for the profession in years, our work is not done until it’s signed into law.
With over 1,000 endorsements and strong support from the administration, momentum is on our side. But we need to finish the job.
Finseca is proud to support this legislation because it advances hashtag#financialsecurityforall — and we’re urging every Member of Congress to vote YES.
Let’s get this across the finish line. @HouseBudgetGOP#OneBigBeautifulBill#FinancialSecurityForAll
U.S. Court issues stay halting the implementation of DOL’s fiduciary-only regulation. This is an incredibly important step in the process as we continue our work towards #FinancialSecurityforAll. acli.com/posting/nr24-066
Our movement is unstoppable! Witnessing the explosion of our Women's movement in the #financialsecurity profession at #LAMP was incredible. We're so grateful to the trailblazing women who are making a difference!
#FinancialSecurityForAll
Thank you to our members who flew in today and met with lawmakers to send a strong message that the fiduciary-only regulation will harm millions of Americans.
#FinancialSecurityForAll!
Today I met with @Finseca members from #MN02 to hear more about how we can continue to work together to ensure Minnesotans have the resources they need to achieve financial security.
A special s/o to this year's Founding Firm of the year, Fifth Avenue Financial, Michael Book. We're humbled by your leadership and willingness to step up to unify our profession and ensure #financialsecurityforall.
This week we hosted our first state advocacy call to action (CTA) in Albany, New York. Thank you to all our NY members who met with legislators to tell our story about the noble work our members do and advocate for #financialsecurityforall!