Virtual Chapter call on Tuesday November 19th at 1pm PST. Member?spotlight month - we are THRILLED to host Featured Speaker, Cheryl McCarthy! Email [email protected] for registration link! Cheryl?will present an enlightening session on a topic that's becoming increasingly pivotal in financial planning: Reverse Mortgages.?Historically viewed as a last resort, reverse mortgages are now being recognized for their potential in leveraging housing wealth to mitigate retirement risks. Cheryl will delve into how home equity, a client's largest asset, can be strategically used in retirement planning.
WIFS Northern California Chapter
金融服务
Elk Grove，CA 75 位关注者
A group dedicated to the attraction, development and advancement of women in the financial services & insurance industry
关于我们
WIFS Nor Cal is a local (and virtual) chapter of Women in Insurance and Financial Services (WIFS). WIFS National is an organization focused on and dedicated to the attraction, development and advancement of women in the industry. At the local level, WIFS Nor Cal's mission is to help women in our network to make more money, have more fun of both! This is achieved by relationship and skill building through educational content, mentorship and social events. Our monthly meetings are held via Zoom, so they can reach members anywhere. Mentorship happens through National with two annual programs, Power Start (January-May) and Strong Finish (July-November) and at the local level through connection outreach. Our regional social event provide a space and time for members to bring a guest for introduction or just to get to know the ladies in your local community. This exceptional group of women are heart-centered, passion-led and vision focused. Send a DM with your email address and name if you would like to be added to our mailing list for upcoming events. Check out our website for more information and tickets to upcoming events.
- 网站
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https://wifsnorcal.wixsite.com/wifs-norcal
WIFS Northern California Chapter的外部链接
- 所属行业
- 金融服务
- 规模
- 11-50 人
- 总部
- Elk Grove，CA
- 类型
- 非营利机构
- 创立
- 2019
地点
动态
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Another great conference! We hope more members will find the time to come next year. Cheryl Cousino, CFP?, AIF?, CSSCS Joanna Dellosa LUTCF, FSS, RICP, LACP, CLU Kaitlyn Zawada, CFP?, CRPC?, AWMA? Julie Belles Betty W Lee, RICP? Sales Manager - Cetera Investors
Mentor, Collaborator, Leader. I partner with Financial Advisors to develop a customize plan to empower them to reach their business goals.
One of the best thing about #WIFSThrive2024 is connecting with such great professionals that fill my bucket and help me Thrive in my career!
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Bright futures ahead learning at #wifsthrive2024. Thank you Spyglaz AI !
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1st Day WIFS National #wifsThrive2024 conference with the support of our chapter sponsor - Spyglaz AI.
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Thank you Spyglaz AI and Neeraja Rasmussen for sponsoring one of our emerging leaders to WIFS National Conference. See you Monday! Nancy Pyzel Kaitlyn Zawada, CFP?, CRPC?, AWMA?Chelsea Laub Mary McDirmid Cheryl Cousino, CFP?, AIF?, CSSCS Julie Belles Chalon Rogers, CPPB Mindy Helfrich, CDFA?, CLTC?Dawn Wolfgram Pamela Scheppele, CFP?Randall Journeay White, MBA, ChFC?Joanna Dellosa LUTCF, FSS, RICP, LACP, CLU
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Congratulations Julie Belles for being nominated for WIFS National - Woman of the Year. Julie embodies Attract, Develop, Advance of women in the industry. As a career changer she continues to grow and given back. Our chapter is grateful to have her in leadership.
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We are grateful for supporters and allies Neeraja Rasmussen and Spyglaz AI who believes in the mission of Attract, Develop and Advance women in the Financial Services Industry. Thank you for sponsoring our chapter! Contact us to see how you can be an ally and supporter!
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Our chapter want to thank our WIFS conference sponsor Spyglaz AI! Their generous support to help Attract, Develop and Advance Women in the industry is greatly appreciated. Thank you Neeraja Rasmussen for your knowledge, leadership and commitment to WIFS Northern California Chapter.
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Thank you! Colleen Bowler, CFP? Diana Cabrices Pamela J. Sams, BFA?, CRPC?, MBA Trusted Advisor for Professional Women for an insightful and honest conversation today!