Announcements, Membership, Press Releases

Grace Staten wins AFWA’s Outstanding Achievment Award

Grace Staten wins Accounting & Financial Women’s Alliance’s (AFWA) Outstanding Achievment Award at the Westin Convention Center in Pittsburgh during their annual meeting in October!  This award is given to an AFWA member who set the standard of excellence in her professional life through leadership, mentoring and career achievement. Grace is the Marketng Director for MassMutual Financial Design Associates and is our 2016 incoming WIFS NEFL President.

Founded in 1938, the mission of the Accounting & Financial Women’s Alliance is to enable women in all accounting and related fields to achieve their full personal, professional and economic potential and to contribute to the future development of their profession.  www.afwajax.org 

  

Announcements, Membership Meetings, Press Releases

Incorporating Housing Wealth in Retirement Distribution

WIFS of Northeast Florida hosts a “Lunch & Learn”

Incorporating Housing Wealth in Retirement Distribution Income Streams

Jacksonville, FL – April 28, 2014…..Women in Insurance & Financial Services of Northeast Florida (WIFS NEFL) is pleased to host its second Lunch & Learn of 2014 titled: “Incorporating Housing Wealth in Retirement Distribution Income Streams”.  The lunch will be held on May 13, 2014 at the Sheraton Southside’s Bold City Grill.

WIFS Board member, Lynda Graves, and a Home Equity Retirement Specialist at Security 1 Lending said, “WIFS is delighted that my colleague, Shelley Giordano, a Certified CE Instructor for the American CE Institute, and the chair of the Funding Longevity task force at Security 1 Lending will be speaking  about the new Home Equity Conversion Mortgage (HECM), its similarity to traditional mortgages and how Reverse Mortgages can help reduce the risk and concerns  that seniors have about running out of money in retirement.”

“We are also delighted that since our successful joint social earlier this year, the Board of the Accounting & Financial Women’s Alliance (AFWA) has reached out to us and asked that we extend WIFS membership prices to their members for our upcoming Lunch & Learn, Continue reading “Incorporating Housing Wealth in Retirement Distribution”