Villanova University's "Envestnet Institute on Campus" Panel Discussion

WIFS Philadelphia Tri-County members Jocelyn Wright, State Farm Chair for Women & Financial Services and Director of the State Farm Center for Women and Financial Services at The American College and Jean Hempel, Managing Director, Brinker Capital will be participating in a panel discussion at Villanova University called Envestnet Institute on Campus on November 7th.

This interactive panel will discuss the wealth management industry climate today as well as explore career opportunities for college women who are interested in wealth management. Discover the many career paths available to you in Wealth Management—finance, technology, client experience, marketing, communications, accounting—and more.

Two session options will be offered: 11:30 AM – 12:20 PM and 12:30 PM – 1:20 PM.

Nissley Vineyard Concert

Several WIFS PTC ladies enjoyed a wonderful evening at the Nissley Vineyard concert event!

Serving Those Who Serve Our Country

We were honored to welcome Danita Yetter, a scholarship recipient at the Penn Mutual Center for Veterans at The American College to our May Chapter meeting.  Danita is the spouse of a retired Navy officer and works with military families regarding financial education.  We truly enjoyed having the opportunity to hear her story.  Special thanks to 1847Financial for hosting this wonderfule event.

WIFS-DanitaYetter.jpg
PhotosLauren Glassey
WIFS Philadelphia Tri-County Chapter’s 12th Anniversary Celebration

Highlights of the WIFS Philadelphia Tri-County Chapter’s 12th Anniversary Celebration:   

  • We honored our chapter’s Woman of the Year, Cindy Diccianni
  • The evening benefited Career Wardrobe
  • Guests received personalized makeup consultations and we learned about spring fashion trends.

The Chapter would like to thank all of our sponsors, especially the Platinum Sponsors:  Brinker Capital, Estee Lauder and Heidi Vanderwaal from Cabi clothing line for providing such an enjoyable evening.

PhotosLauren Glassey
Widener College Outreach

In March, Christine Hennigan, ChFC®, CDFA® and Heather Yonosh, FSA, MAAA, spoke at Widener University on behalf of the WIFS Philadelphia Tri-County Chapter.  They hosted an interactive discussion with students in the Money Club about the structure of insurance products and incorporating them into a client’s overall financial plan.

Millersville Career Week

In February, Sheila Bonitz, Carol Brian and Jennifer Warfield, CFP®, participated in Millersville University’s Career Week!  The three WIFS Philadelphia Tri-County chapter members spoke on the “Insight to a career in Wealth Management” panel and provided valuable advice on defining your own career path within the financial services industry.

WIFS National Conference 2017

This year’s WIFS conference in Minneapolis recognized many of our current members. We would like to extend our congratulations to these amazing people!

Congrats to Susan Notaras and William Stevens CLU® ChFC® MSFS! Both chapter members were sworn in as Directors of the National Board.

Congrats to Jean Hempel and Jessica Choi, for being nominated for Woman of the Year.

Last but certainly not least, congrats to all 11 Circle of Excellence qualifiers - Carol Brian , Georgia I Chletcos,LUTCF,CLTC, Jessica Choi, Cindy Diccianni RN, ChFC, CLTC, AEP, Ellen Donahue, Alison Hartrum, Christy H. Neill, CFP®, ChFC®, CRPC®, CFS, CLTC, Karen Poore,Sheila Stith, CSA, Leanne Via, Mary Wojnowski.

Conference, AwardsLauren Glassey
Congratulations 2016 Qualifiers
circle-of-excellence.jpg

 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.

AwardsLauren Glassey