WIFS offers webinars to all members. Education webinars occur monthly while Leadership webinars occur quarterly. Webinars cover a range of topics such as marketing, long-term care, leadership, technology, business growth, work/life balance, and industry-specific hot topics. WIFS webinars are free for members, but registration is required.

 

Upcoming Education Webinars 

Bilderback

Date: Wednesday, July 10, 2019
Time: 2:00pm EST
Speaker: Kathleen Bilderback, JD, LLM, AEP
Topic: Five Sustainable Estate Planning Strategies

Presented by:
FSP and WIFS logo lockup

Tax law changes come and go, but clients need estate planning strategies that will endure. During this presentation, the tax law changes that took effect in 2018 will be reviewed and five estate planning strategies that will stand the test of time will be explored. Attendees will learn:

  • The practical impact of the Tax Cuts and Jobs Act on clients’ estate plans.
  • Why irrevocable life insurance trusts (ILITs) are still a viable planning tool and what to say to existing clients who want to eliminate them and/or surrender their life insurance.
  • When and why to consider adding a family limited liability company to the estate plan.
  • The current status of sales to intentionally defective irrevocable trusts and how this tool can work for clients.
  • A strategy to reduce tax and increase retirement income when a business owner sells his or her business.

CE Credits Available

1 CFP® credit, 1 CPE (accounting) credit, and 1 Professional Recertification (formerly PACE) credit have been applied for.

There is a $5.00 fee per credit.

You must participate in the live webinar in order to earn CE credits. For those requesting credits, a certificate of completion will be emailed to you about a week after the webinar, upon successful completion of the webinar. For CFP® credit, FSP will report your credit to the CFP Board for you after the webinar.

 MG 8638

Date: Wednesday, August 14, 2019
Time: 2:00pm EST
Speaker: Maura Cunningham
Topic: Top Seven Secrets in the U.S. Financial Landscape

Maura Cunningham, founder and Executive Director of Rock The Street, Wall Street, joins us for an informative webinar that outlines the top seven secrets that afflict the financial lives of U.S. citizens. Highlights include the fact that we lose girls in math at age nine in the US, the number one reason why girls don’t choose STEMP professions (Finance is the M in STEM), and why women need to learn “fake it til you make it”, just like the guys. She'll also discuss the abhorrent state of financial literacy in the U.S., the “fake” state legislation to remedy this, how the financial services industry doesn’t know how to recruit women and why diversity and inclusion budgets are offensive.

LLH Headshot

Date: Wednesday, September 11, 2019
Time: 2:00pm EST
Speaker: Lauren Hensley, FPQP
Topic: The Value of Professional Designations

When pursuing a professional designation, it is important to know what you are looking for and why you are looking for it. Most financial advisors pursue a credential to advance their career, distinguish themselves within the industry, expand their business, or their clients are looking for it.

With so many financial credentials out there, how do you know which one is best for you? Is it from an accredited institution and will it truly add value to your business? It is paramount that your time, effort, and money are well spent to further your career. The College for Financial Planning works hard to ensure our students find the right designation for their personal and professional goals all while providing an exceptional learning experience. The College offers programs for all levels from those new to the industry to someone who is growing their business or wanting to advance their education to graduate studies. Join me to learn more about which designation may be right for you.


Upcoming Leadership Webinars

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Date: Wednesday, May 29, 2019
Time: 2:00pm EST
Speakers: Patty Kreamer and Michelle Donovan
Topic: I’m OK, You’re a Complete Mystery!

Incredibly, 20 to 40 percent of people you meet are not comfortable with you and another 15 percent don't really like you at all. What’s WRONG with these people? Actually, nothing. In this webinar, you’ll acquire the owner's manual for human beings by discovering your own DiSC style and the impact your behavior has on others, becoming familiar with the 4 styles that you encounter EVERY day, and recognizing and understanding the needs of the other behavioral styles. You'll also learn basic tips for adapting to other behavioral styles to build more collaborative relationships. Join us to understand and appreciate others by going beyond the golden rule with the PLATINUM RULE where relationship magic happen! The doors to communication will open wide and collaborative relationships will be waiting on the other side.

 

Interested in participating in one of these webinars? Looking for leadership support, professional development tools and strategies to develop the women on your team? Become a member today!

 

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For more than 80 years, WIFS has been committed to attracting, developing and advancing women in the insurance and financial services profession. Members, partners, exhibitors and sponsors benefit from connection and mutual respect for professional development and education-focused interaction rather than career opportunity promotion.