Doing Good for Other People: WIFS

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Doing good for other people—a passion shared by members of Women in Financial Services. In this short video, Eileen C. McDonnell talks about WIFS members joining together to help others and the organization’s importance to her.

 

 

March 2017 Membership Meeting Highlights

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March Lunch Meeting

WIFS Northeast Florida chapter president Angela Brown (left) with guest presenter, Mark E. Donovan of Putnam Investments.

On Tuesday, March 14, 2017, WIFS members and guests attended the March lunch meeting at Copeland’s of New Orleans.
Mark E. Donovan, Regional Marketing Director in the Retail Management group for Putman Investments, discussed tips and techniques for using LinkedIn to strengthen one’s business network.
Putman Investments sponsored the luncheon.

To see all pictures from this event, please click on the icon below to view our Facebook album.FB

Special thanks to Putnam Investments for sponsoring the luncheon.

 

2017 WIFS Northeast Florida Board

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In its sixth year in Jacksonville, Florida, Women in Insurance & Financial Services of Northeast Florida is pleased to present the 2017 Board.  These Board Members bring years of experience in insurance, banking, accounting, and estate planning and legal practice; and they strongly support the WIFS mission—to attract, retain, and develop best in class in insurance and financial services professionals.

From left: Stephanie Perkins [Secretary/Programs]; Jana R. McCreary [Communications]; Sue Miller [Membership]; Angela Brown [President]; Tara Showalter [Immediate Past President]; Cindy B. Bohn [Treasurer].

Not pictured: Lynda B. Graves [Special Events]; Christina W. Kelcourse [Governance].

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February 2017 Membership Meeting Highlights

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February Lunch Meeting

WIFS Northeast Florida chapter president Angela Brown (left) with Marie Cochran.
WIFS Northeast Florida chapter president Angela Brown (left) with Marie Cochran.

WIFS members and guests attended the February lunch meeting at Copeland’s of New Orleans on February 14. Marie Cochran, CEO of Relentless Winning Mindset, presented to the group, providing steps and tips to maximize potential and establish a life of results.

To see all pictures from this event, please click on the icon below to view our Facebook album.FB

Special thanks to Florida School of Insurance for sponsoring the luncheon.

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Why Join WIFS Northeast Florida?

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If you’ve thought about joining WIFS but are still unsure, listen to why founding board member and WIFS NEFL Past President Tara Showalter joined. In the video, she shares her personal and heartfelt reasons for joining. Her story highlights the amazing relationships often built through membership in WIFS.

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Tara Showalter

Tara Showalter WIFS Testimony

Fourth Annual Holiday Membership Appreciation & Toy Drive

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The Northeast Florida chapter of Women in Insurance and Financial Services held its annual Holiday Membership Appreciation and Toy Drive on December 13, 2016 at Aardwolf Brewery. Each year, the local WIFS chapter supports the Marine Toys for Tots Foundation, this year collecting dozens of toys for local families. Two local Marines were in attendance to represent the U.S. Marine Corps and to collect the toys to distribute during the week of December 19 to help less fortunate children experience the joy of the holidays.

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See our Facebook album for all pictures from this event.

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WIFS Webinar Opportunity: What the Affluent Require to Acquire and Retain Their Business

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The Weylman Center for Excellence in Practice Management

Webinar Presentation & Virtual Tour

Presented for the Northeast Florida Chapter of WIFS

by

Richard Weylman

Richard@RichardWeylman.com

Save the Date:  Monday, January 16, 2017 at 11:00 a.m.

The affluent now, more than ever, are seeking to do business with people they know and trust. It is not enough to just be technically competent. Success today requires new, fresh and relevant marketing actions, activities and skills. To gain access requires both competency and chemistry. Please plan to attend this webinar with Richard Weylman special for our chapter. He will provide a presentation on what the affluent and wealthy want today from their advisor followed by a virtual tour of his online university for financial professionals, The Weylman Center for Excellence in Practice Management™.

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