Announcements, Membership Meetings

May 2017 Membership Meeting Highlights

WIFS Northeast Florida member and May Speaker, Jana R. McCreary (left) with WIFS Northeast Florida chapter president Angela Brown.

On Tuesday, May 9, WIFS Northeast Florida members and guests attended the May lunch meeting at Copeland’s of New Orleans. Jana R. McCreary, attorney and owner of McCreary Law Office, P.A., discussed using Standalone Retirement Trusts as part of a broader estate plan. She explained how such trusts can fit into estate plans as the beneficiary of IRAs and other retirement accounts.

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


Special thanks to our May Luncheon Meeting sponsors, Aon Private Risk Managmen and Mass Mutual Financial Group.


Dream It. Achieve It!

WIFS National Conference is just five months away. This year the conference home will be Minneapolis, MN. From October 25-27, the conference brings three days of educational and motivational sessions, teaming you with wonderful WIFS members from across the country.

One of the break-out sessions will be presented by Amy Wolf, a TEDx Speaker Coach. read on for a description of Amy’s presentation, Secret Speaking Tips from a TEDx Speaker Coach.

Continue reading “Dream It. Achieve It!”


May Lunch Meeting

Have you registered? Our May lunch meeting is just around the corner. WIFS’s Jana R. McCreary, J.D., LL.M. will be our guest speaker. Jana will discuss using a Standalone Retirement Trust to stretch the benefit of an IRA after the death of the account holder.

Date: Tuesday, May 9, 2017

Time: Networking and check-in begin at 11:30 a.m. Our lunch and program will begin promptly at noon.

Location:  Copeland’s of New Orleans, located at 4310 Southside Blvd in Jacksonville

Cost (includes lunch): $20 members; $25 guests

Click here to register for this lunch on Eventbrite today!

Special thanks to our May lunch sponsors!

Announcements, Membership

Members’ May Webinar

B-R-A-N-D for Sales Growth and Client Engagement

Mark your calendar now for 2:00 p.m. EDT on Wednesday, May 10 to join Senior Sales Growth and Client Engagement Consultant Tareaz Pegues on a guided journey of self-discovery. Tareaz will arm you with the tools you need to develop a long-term success strategy and brand for sales growth and client engagement.

How will you build a sustainable practice? What is your strategy for amassing more assets and writing larger cases? How will you develop and manage a robust pipeline? If you’re not sure, now is the time to rethink your strategy for sales growth and client engagement.

Continue reading “Members’ May Webinar”