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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Announcements, featured, Membership Meetings

October Lunch Meeting

The Opioid Epidemic the Role of the Financial Advisor

As the staggering numbers of opioid addiction, overdoses & deaths continue to escalate, so does the threat on the economy, family finances, and retirement dreams.  Last year, drug overdoses were the leading cause of deaths in Americans under the age of 50, and as we face the worst drug crisis in American history, there’s a high probability that you or your clients have already been touched by this epidemic. Protecting your clients’ assets goes far beyond insurance, investments, and deploying tax-saving strategie. Are you prepared to guide your clients through this unforgiving battle? Can you identify a client who is struggling or who is being financially exploited by a loved one struggling with opioids? Will you know what questions to ask or resources to offer?

Cheryl Canzanella Goodell
Cheryl Canzanella Goodell, LUTCF

Having lost her husband to accidental overdose, Cheryl Canzanella Goodell, LUTCF Brokerage Director with MassMutual, will share her journey of living with and loving an addict. She will discuss Hhow addiction is tearing families apart emotionally, diminishing careers, and draining financial assets. By exposing the ugly realities of the opioid epidemic, her mission is to educate advisors on what it is, how we got here, the financial toll on your clients, the economic burden, and the impact to your business.  Join us to learn how the opioid crisis is becoming part of the financial planning discussion and why she thinks things are about to get worse before it gets better and what you can do to prepare.

Date: Tuesday, October 9, 2018

Time: Check-in and social time begins at 11:30 a.m. Our lunch and program will begin promptly at noon.

Location:  Seasons 52, located at 5096 Big Island Drive in the Town Center of Jacksonville

Cost (includes lunch): $25 members; $30 guests

Click here to register for this lunch on Eventbrite today!

Announcements, featured, Membership Meetings

September Lunch Meeting

Becoming a Competent Leader for Your Clients

True leadership isn’t simply a job role. It’s about setting a clear direction and engaging a team in positive motivation, behaviors, and communications to accomplish a unified goal.

Competent professionals recognize and engage in effective leadership skills whether working with employees, vendors, or clients, and in doing so, they increase the success of everyone involved.

This workshop focuses on engaging your leadership skills for the benefit of your clients. As such, participants will learn:

  • The main traits of a successful leader and how they apply to working with clients.

    Karen D. Nutter, Certified Master Coach
  • How to create a client-focused team.
  • How to recognize the basic communication styles of others, and how to adjust your style to increase your connection and influence.
  • The benefits of active listening in business relationship building.

Date: Tuesday, September 11, 2018

Time: Check-in and social time begins at 11:30 a.m. Our lunch and program will begin promptly at noon.

Location:  Seasons 52, located at 5096 Big Island Drive in the Town Center of Jacksonville

Cost (includes lunch): $25 members; $30 guests

Click here to register for this lunch on Eventbrite today!

 

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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