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

David McKnight Headshot

Date: Wednesday, September 12, 2018
Time: 2:00pm EST
Speaker: David McKnight
Topic: The Power of Zero

There is a huge freight train bearing down on America and it's coming in the form of higher taxes. Yet, most Americans continue to accumulate the vast majority of their savings in tax-deferred vehicles like 401(k)s and IRAs. In this webinar, industry leader David McKnight discusses the perils of tax-deffered investing and explains how life insurance can help get your clients off the train tracks and into the 0% tax bracket by retirement. Why is zero percent so powerful? Because if tax rates double, two times zero is still zero.


Cathleen low res 

Date: Wednesday, November 14, 2018
Time: 2:00pm EST
Speaker: Cathleen Sikorski
Topic: Keep the Dream Lose the Nightmare: The Unknown of Why of Long-Term Care Planning

When discussing Long Term Care Financial Planning, the plan may be different for everyone, but they WHY for the plan and the immediate need for the plan is the same. Learn the WHY from someone who has been in the trenches, and to sell the right plan to your clients. Join us for this webinar where Cathleen will touch on why women start at a disadvantage in this process, why women must learn to ‘even the playing field’ before it’s too late, ways to start now for both retirement and long-term care, how the healthcare/nursing home system is rigged to go to the highest bidder, and the one thing everyone can do right now to be prepared for the calamity.


Tara Renz low res

Date: Wednesday, December 12, 2018
Time: 2:00pm EST
Speaker: Tara Renze
Topic: Be Who You Came to Be: Redefining Happiness, Balance & Success

It's time to redefine balance, happiness, and success. The old definitions of these "buzz" words are limiting women and actually steering us AWAY from what we truly want. Creating balance between career, family and community continues to be a struggle for working women throughout the U.S. It’s easier said than done to climb the career ladder and relinquish feelings of exhaustion, inadequacy, guilt and unhappiness.

Finding purpose, balancing career and home and living fulfilled are three priorities to career-minded women. In response to these situations, we ask ourselves many questions, including: how to make an impact; how to find purpose; how to become the best version of myself; how to create sustainable happiness; and how to be successful at work and in the home.

Be who you came to be is a thought-provoking, inspiring, genuine and fresh approach that answers these questions and helps working women unlock and unleash their purposes in life.


Upcoming Leadership Webinars

Julie Littlechild low res

Date: Wednesday, August 29, 2018
Time: 2:00pm EST
Speaker: Julie Littlechild
Topic: How Client Engagement is Being Disrupted

We all want to provide a client experience that not only engages but makes us a magnet for exactly the right clients. The problem is this: the way in which we need to engage clients is being disrupted and we aren’t keeping pace. We are using old approaches to tackle new challenges. An extraordinary client experience is co-created with your clients, tailored to their unique needs and deeply engaging. None of this happens by accident but when you get it right, the experience is magnetic and can be leveraged to drive growth.

Join us for this webinar as Julie examines the drivers of client engagement, how they have evolved and what you’ll need to do to stay ahead of the curve. She’ll take you inside the head of your clients to understand how they define an extraordinary experience and provide the tools to bring that to life.

Candy Barone revised   3689   Meryl Rosenthal

Date: Wednesday, November 28, 2018
Time: 2:00pm EST
Speakers: Candy Barone, Glenn Mattson, and Meryl Rosenthal
Topic: Key Takeaways and Next Steps from 2018 National Conference: A Leader’s Perspective

Are you looking to develop your leadership and team building skills? Are you interested in taking the next step in your career by becoming a leader in the Financial Services profession? If you answered yes to either of these questions, mark your calendar for November 28! This is one webinar you do not want to miss. The panelists will engage in a roundtable discussion and translate their top leadership session takeaways into actionable items that you can implement to enhance your professional development and further your leadership path.


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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WIFS operates for the purpose of attracting, developing and advancing women in the insurance and financial services industry. Members, partners and sponsors benefit from mutual respect for everyone's professional development, focus interaction and access to member information on activity that supports our mission.