11th Anniversary March 2017

2017 Board of Directors

Women’s History Month 2017

The WIFS 80th Year Anniversary Video

The WIFS 80 Year Anniversary Video Debuted At Conference

Members Qualify for 2016 Circle of Excellence

WIFS National Circle of Excellence

Congratulations 2016 Qualifiers

 The combined total income of the 189 qualifiers reached $55.9 million, this is a $9.8 million increase over last year!

This represents a 24% increase in WIFS National members who elected to participate and be recognized.

We are proud of the outstanding achievements of this group and especially our own Phila/Tri-County Chapter members.

Congratulations to:

  • Carol Brian
  • Georgia Chletcos
  • Margaret Crossland
  • Melanie Dahl
  • Cindy Diccianni
  • Barbara Morse
  • Sheila Stith

A special Recognition Luncheon will be held at the 2016 National Conference in Chicago for all the qualifiers.  The winner of the Infinity Award will also be announced during this time.

WIFS Board & Woman of the Year 2016

slider-16-06-B

WIFS Phila/Tri County Celebrates 10 Years

WIFS Philadelphia/Tri County Celebrates 10 Years

Members Qualify for 2015 WIFS Circle of Excellence

WIFS National Circle of Excellence

WIFS National has announced the 2015 Circle of Excellence Qualifiers.  This year, the combined total income of the 152 qualifiers reached $46.1 million, a $3 million increase over last year!

Congratulations to seven of our Phila/Tri-County Chapter qualifying members.

  • Carol E. Brian
  • Georgia I. Chletcos, CLTC, LUTCF
  • Margaret L. Crossland, CLTC, LUTCF
  • Melanie K. Dahl
  • Cynthia Diccianni, RN, ChFC, CSA, CLTC, AEP
  • Barbara Morse
  • Sheila D. Stith, CSA

The Circle of Excellence Recognition Luncheon, sponsored by TransAmerica, will honor the qualifiers during the 2015 National Conference in Baltimore. The winner of the WIFS Infinity Award will be announced during this luncheon.

Chapter Members in the News

Eileen McDonnell, President and CEO of Penn Mutual named the 2015 Huebner  Gold Medal recipient. Click here to learn more about our Phila/Tri-County member’s recognition.

Sheila Stith, CSA, President of Stith & Associates Health Insurance Agency (WIFS Chapter Chair of Membership Committee) will be attending the 2014 Million Dollar Round Table Conference in Toronto, Canada on June 8-11, 2014. This is the 5th year in a row that Sheila has qualified for this prestigious award since starting her agency 7 years ago.

Alexandra Kurlowicz, AKonsultant (WIFS Chapter Secretary & Program Chair) had an article published in the Journal of Financial Service Professionals, ( May 2014, Vol. 68 Issue 3), entitled: Women in Financial Planning. Abstract: Over 50 percent of the U.S. workforce is female with more and more women making financial decisions for themselves and their families. Studies have shown that women prefer to work with women advisors. This is a great opportunity for women to enter into the role of financial producers.

Christy H. Neill, CFP, ChFC, CRPC, CFS. Financial Adviser/Certified Financial Planner. After 10 years as an employee of Ameriprise Financial Services, Christy has been promoted to a franchisee position and has acquired her own office located in Center City Philadelphia.

Cindy Diccianni, RN, ChFC, CSA, CLTC, AEP, Investment Advisory Representative, Diccianni Financial Group (WIFS Chapter President) As part of the 50th Anniversary celebration of the Montgomery County Community College, 50 of their top alumni will be recognized for their contribution to the college, achievements in the community and for being inspirational role models and legacy to the school. Cindy has been selected by MCCC as one of their top 50 alumni.

Members Qualify for 2014 WIFS Circle of Excellence

WIFS National has announced the  2014 WIFS Circle of Excellence qualifiers.

Congratulations  to three of our Phila/Tri-County Chapter qualifying members:

  • Ruby – Cindy Diccianni, RN, ChFC, CSA, CLTC, AEP
  • Pearl – Sheila Stith, CSA
  • Topaz – Georgia Cheltos, LUTCF,CLTC

All qualifiers will be presented with a special award during the Circle of Excellence Recognition Luncheon sponsored by Met Life on Friday, October 24th at the 2014 WIFS National Conference in Orlando.