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.

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

Announcements, Membership Meetings

April 2017 Membership Meeting Highlights

WIFS Northeast Florida chapter president Angela Brown (left) with guest presenter, Jennifer Coffindaffer.

WIFS Northeast Florida members and guests attended the April lunch meeting at Copeland’s of New Orleans on Tuesday, April 11, 2017. Jennifer Coffindaffer, CEO of Firearms Beyond International and a retired FBI Special Agent, discussed home and personal safety with the group, giving tips for defense tactics and emergency preparedness.

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

March 2017 Membership Meeting Highlights

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.

 

Event Pictures, Membership Meetings

February 2017 Membership Meeting Highlights

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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