Event Pictures, Membership Meetings

October 2018 Luncheon Highlights

WIFS October Lunch Meeting

WIFS Northeast Florida had a record turn-out at Seasons 52 on October 9 to hear Cheryl Canzanella Goodell, LUTCF Brokerage Director with MassMutual and founding president of WIFS NEFL, share her journey of living with and loving an addict, her husband, whom she lost to an accidental overdose.

Cheryl brought her story to attendees and educated all on the financial toll this epidemic is bringing to our clients, the economic burden of it, and the impact to our business. We also learned how the opioid crisis is becoming part of the financial planning discussion and why Cheryl thinks things are about to get worse before they gets better and how we can prepare for things to come.

WIFS was also honored to have WIFS National President Elect, Michelle Harm, MBA, RICP® (Prudential) join us for our lunch meeting in October. Thank you to all who joined us for this impactful and insightful presentation. Thank you, especially, to Cheryl Canzanella Goodell.

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

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Event Pictures, Membership Meetings

September 2018 Luncheon Highlights

Karen Nutter and WIFS Treasurer, Cindy Bohn
Karen Nutter, Certified Master Coach and September Guest Speaker, and Cindy Bohn, WIFS NEFL Executive Officer

Thank you to our special presenter, Karen Nutter, Certified Master Coach, for speaking at our September 2018 lunch meeting on becoming a better leader for our clients. Karen discussed leadership qualities and helped attendees identify types of clients we might have so we can better tailor our approach, leading to more successful professional relationships.

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

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Event Pictures, Membership Meetings

June 2018 Speed Networking Highlights

WIFS NEFL Speed Networking
WIFS NEFL 2018 Speed Networking

WIFS Northeast Florida members and guests gathered at Wicked Barley Brewing Company on Tuesday, June 12, 2018 for a speed networking event. With delicious appetizers, refreshing craft beer and wine, and one-on-one conversations with everyone in attendance, it was a great evening!

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

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Event Pictures, Membership Meetings

May 2018 Membership Meeting Highlights

Laurie Lee and Angela Brown
May guest presenter, Laurie Lee, Esq., with WIFS NEFL president Angela Brown

On Tuesday, May 8, 2018, WIFS Northeast Florida members and guests attended the May lunch meeting at Seasons 52. Laurie Lee, attorney and owner of Elevate Business Law, discussed her Legal Infrastructure Map for service-based businesses. She provided valuable insight and guidance for advisors to use with their clients.

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

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