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.

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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.

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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.