Educational Webinars

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

Alfheim Kristen 150

Date: Wednesday, March 8, 2017
Time: 2:00pm EST
Speaker: Kristen Alfheim  
Topic: Early Detection Matters: Know the 10 Alzheimer's Warning Signs 

Did you know that one in five people will develop Alzheimer's disease? As an advisor, any financial contract enacted with a client with dementia, diagnosed or otherwise, can and will be called into question at some point by the client themselves or family. Every advisor must be aware of the signs of Alzheimer's Disease with their clients. Join WIFS member Kristen Alfheim for an in-depth look into the 10 warning signs of this disease and what to do next if your or someone close to you are experiencing the signs. She'll explain the diagnosis process and help you identify the risks of Alzheimer's, including connections to other conditions. 

Kristen is Chair of the WIFS Management Committee and active with GAMA related to their Women's Leadership Initiative. In addition to volunteering within her industry, Kristen has worked with the Greater WI Chapter of the Alzheimer's Association since 2008. She currently serves on the Board of Directors as the Advocacy Chair, working in Washington DC with legislators on Alzheimer's issues as well as chairing the Annual Golf Outing. Known for her dynamic leadership and presentation style, Kristen brings humor and enthusiasm to each presentation.

roachDate: Wednesday, April 12, 2017
Time: 2:00pm EST
Speaker: Kelly Roach  
Topic: Why Strategy Is Never Enough To Boost Your Bottom Line

Business leaders are constantly shocked to learn that empowerment, exercise and personal growth in the workplace are the missing links in getting from where they are to where they want to be. Having the right strategy sets you up for success, but the magic is in the execution and implementation. Learning how to capture the minds and hearts of your team will help you charge forward in making this your best year in business to date, regardless of economic climate. 

Kelly Roach is the founder of Kelly Roach Coaching, a rapid growth coaching and consulting company for business owners, entrepreneurs, and executive leaders. After personally producing more than $30 million in sales in record time, Kelly charged to the top of a global Fortune 500 firm, netting seven promotions in eight years. That’s when she launched Kelly Roach International, to help business do the extraordinary by using innovative business strategies to rapidly increase productivity and profits.

From NFL cheerleader to million dollar business mogul, internationally acclaimed entrepreneur, business coach, and rapid results expert, Kelly Roach knows first-hand what it takes to become “unstoppable.” Kelly’s passion is in teaching others the strategies and systems she used so that they can succeed, profit, and grow their businesses at a record rate. She shows others how to combine personal growth and business mastery to achieve everything they want out of life.

Management Webinars

WIFS is your partner in advancing your career through professional education. We are committed to educating and supporting field management. If you're looking for management support, professional development tools and strategies to develop the women on your team, you've found the right organization.

According to Mass Mutual's Vice President for Central Region, Peter Nejad: “It’s no secret that women have traditionally been underrepresented in the financial services sector and remain so today. I want to help shift the current paradigm to better meet the demands of the market by increasing MetLife’s ability to attract and cultivate top-notch talent. WIFS is an organization dedicated to attracting, developing, and advancing women in the financial services industry, and it has the resources necessary to help me attract and retain female advisors.”

McNeely 150Date: Wednesday, Februay 22, 2017
Time: 2:00pm EST
Speaker: Juli McNeely
Topic: No Necktie Needed

Does someone else define and measure success for you? Shouldn’t you decide what gives your life purpose? You are a highly valued part of an industry that lets you use the skills and attributes that come naturally to you as a woman to earn an exceptional living and  spend ample time with your family – all by helping others find more security and greater peace of mind for theirs. Tune in and let Juli McNeely, financial advisor and owner of McNeely Financial Services, show you that the sky is the limit!

Juli specializes in the areas of retirement planning, business continuity and estate planning. Juli is a qualifying member of MDRT, NAIFA Past President and a member of WIFS.  In 2011, Juli was the recipient of NAIFA Wisconsin's A. Jack Nussbaum Distinguished Service Award. In 2013, Juli was named one of the "Top 20 Women You Need to Know" in insurance by LifeHealthPro. In 2015, Juli received the WIFS Woman of the Year award.

Trupiano Aprille Headshot2 150Date: Wednesday, May 24, 2017
Time: 2:00pm EST
Speaker: Aprille Trupiano 
Topic: Creating a Culture for Women to Rise to the Top 

What are the major barriers blocking women from holding top positions in financial services? Entrepreneur Aprile Trupiano knows! Join Aprile and discover the most important thing women need to rise to top, stay at the top and lift other women with them. She’ll share strategies you can use to influence the culture around you, even when you're not the one "in charge" of creating it. Aprile concrete actions will help you create an environment where women (including you!) not only hit sales targets and become high performers, but thrive personally in your agency or firm.

Aprille has been an entrepreneur since the age of 20, having built highly successful enterprises nine times over – even growing them from the ground up into $6-figure and $7-figure businesses. Aprille’s mix of practical “how-to” and high dose of inspiration leaves people empowered and effective. She shares her decades of experience in successful business through her programs, including Million Dollar Agent Inner Circle™, Million Dollar Advisor Inner Circle™, Million Dollar Mortgage Producer™, as well as her innovative “Claim Your Seat at the Round Table™ Success Summit for Million Dollar Insurance Agents & Financial Advisors” for which she was nominated in USA Today in 2015.

Successful strategies, experience and easy to implement techniques are shared by industry leaders. If you're not yet a member and your curiosity is piqued, click to listen to session previews:

WIFS Management Series Webinar Preview

Interested in participating in one of these webinars? 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 and focus interaction and access to member information on activity that supports our mission.