2015 WIFS National Conference
CONFERENCE REGISTRATION
October 28-30
Hyatt Regency Inner Harbor
Baltimore, Maryland
Register Early & SAVE!MemberNon-Member
to SAVINGS!
SAVINGS
By July 31
$499$699$226
August 1–31
$575$775$150
September 1–30 $660$860$65
After October 1
$725$925 —
REGISTER TODAY
WIFSNATIONAL.ORG/CONFERENCE
Who Will You Meet?
For more than 75 years, Women in Insurance and Financial
Services has been the pre-eminent association dedicated
to attracting, developing and advancing industry women.
More than 1,100 male and female managers, independent
and registered representatives, advisors, CPA’s, attorneys,
industry partners and affiliates make up the vibrant WIFS
community.
Discover Baltimore
Colorful and diverse, Baltimore is Maryland’s largest city
and an economic hub. Known for its beautiful harbor;
quirky, distinct neighborhoods; unique museums and the
world-renowned Johns Hopkins Hospital to the east and
the University of Maryland Medical Center to the west, it’s
sometimes been dubbed “a city of neighborhoods,” or more
commonly as “Charm City.” Baltimore welcomes visitors
with “down-to-earth, small-town” spirit and hospitality.
Hotel & Conference Venue
Perfectly situated on downtown Baltimore’s exciting Inner
Harbor, the Hyatt Regency Baltimore offers exceptional
luxury, attentive service and thoughtful amenities. Enjoy
three in-house dining options, a 24-hour fitness center,
Wi-Fi access. Be sure to take advantage of the city’s best
attractions, restaurants, and entertainment venues just
a short walk from the hotel. Take advantage of the WIFS
hotel group rate of $170/night plus applicable taxes.
Hyatt Regency Baltimore
300 Light Street | Baltimore, MD 21202
Visit wifsnational.org/conference to book online
by September 30, 2015.
It Pays To Attend
➢ More than 20 hours of professional development
education. A $2,000 value based on average cost of
in-house training.
➢ Access to 40 exhibitors in one location, with new
products you could use or evaluate head to head for
potential future use. It’s an opportunity to connect with
companies offering products and services that support
your business growth.
➢ Breakfasts, lunches, coffee, and snacks for two full days
= $150 value
➢ Engage with nationally renowned speakers who often
charge more than the conference fee for a single
meeting with a client!
➢ Grow your business. It’s important to work ON your
business versus just IN it. Invest in your growth.
Conference Highlights
Pre-Conference Sessions!
Get a jump start by attending these pre-conference sessions Wednesday morning. This is the ideal opportunity
for non-members and members alike to gain insight from national leaders and engaged members on
how to make the most of your WIFS membership. Following this session, conference newcomers have the
opportunity to join other first-timers and conference veterans for an informal meet and greet.
Fast & Furious is Back!
The most talked about session of 2014 returns! Come prepared to share your best piece of business advice
in 90 seconds or less, impress the judges, and you could walk away with a prize. No matter what, everyone
will walk away with new success strategies and ideas you can implement immediately, it’s a win/win!
Networking Sets Sail!
From the welcome lunch and Exhibit Hall receptions to the evening networking event overlooking
Baltimore’s beautiful Inner Harbor, opportunities for introductions and connections to fellow members and
industry leaders will be facilitated and encouraged.
Chart your Course to the Exhibit Hall!
Plan on packing plenty of business cards and chart your course in advance to meet each exhibitor. The aisles
will be packed with companies offering the latest products and services to support your business, personal,
and professional development!
Dessert, Drinks, & Discussions!
Couches and conversations combined with stunning views of Baltimore’s Inner Harbor await! Enjoy a
nightcap with sweet treats and a relaxing atmosphere while you continue making connections throughout
the evening.
Team Building Gives Back!
Experience a fun, interactive team building session that puts team skills to work to raise money for a featured
charity. Learn and give back during this session – it’s what WIFS is all about!
Applause, Applause, Applause!
Celebrate your accomplished and dedicated peers at the recognition luncheons. Thursday we’ll honor the
2015 Woman of the Year, Member of the Year, Chapter of the Year, and ANGEL recipients. The prestigious
Circle of Excellence qualifiers will be recognized during Friday's luncheon. Special member recognitions will
be sprinkled throughout. Come ready to applaud individual and collective success!
Meet the Main Platform
JEFFREY FUHRER
Executive Vice President
& Senior Policy Advisor
Federal Reserve Bank of Boston
Jeffrey (Jeff) Fuhrer is Executive Vice President and Senior
Policy Advisor at the Federal Reserve Bank of Boston, and is
responsible for the Bank’s regional and community outreach
functions. He is an associate economist of the Federal
Open Market Committee, and regularly attends this key U.S.
policymaking meeting with the Bank’s president.
In June 1992 he joined the Bank’s research department as an
assistant vice president and economist, and from 1995–2001
headed its Open Economy Macro/International section. In
2000 Fuhrer was named senior vice president and monetary
policy advisor, in 2001 he became director of research, and in
2006 he was named executive vice president.
Fuhrer began his career at the Board of Governors of the
Federal Reserve System, first as a research assistant, and
then in 1985 returned as a senior economist after earning
his doctorate. He has been active in economic research for
more than two decades, and has served as an associate
editor for the American Economic Review.
TOM HEGNA, CLU, CHFC, CASL
Author & Economist
Tom Hegna is the author of three books, Paychecks and
Playchecks: Retirement Solutions for Life, Retirement Income
Masters: Secrets of the Pros and most recently authored
Don’t Worry, Retire Happy! Seven Steps to Retirement
Security which is based on his popular public television
show. Originally from Glenwood, Minnesota, he attended
North Dakota State University on an Army ROTC scholarship
and graduated with honors. He was commissioned in the
U.S. Army and spent 6 years on Active Duty and another 16
½ years in the US Army Reserves and retired as a Lieutenant
Colonel in 2006.
Tom has been a popular industry speaker for many years
and is THE retirement income expert. As a former Fortune
100 senior executive, Tom has dedicated his entire career
to helping retirees obtain a happily ever after retirement.
He has been featured on FoxBusiness, American College
Wealth Channel Magazine, Round the Table, Advisor Today
and GAMA Magazine.
Tom currently lives in Arizona with his wife and children.
Fuhrer has published numerous scholarly papers on the
interactions among monetary policy, inflation, consumer
spending, and asset prices. Fuhrer earned an A.B. in economics
with highest honors from Princeton University, and received
his M.A. and Ph.D. in economics from Harvard University.
“I always enjoy the speakers
and appreciate their
personal experiences. Many
elements of their speeches I
can apply to my practice.”
“Conference offers
wonderful and engaging
speakers with a wide range
of engaging topics!”
“The presenters at
conference are amazing!
Every year, I look forward
to implementing many of
their lessons in my client
interactions.”
JOE JORDAN
Author & Speaker
Joe Jordan, inspirational speaker and
behavioral finance expert, is the author
of the award-winning book, Living a Life
of Significance (Acanthus Publishing,
2013). The first edition has sold over
30,000 copies in four languages.
Formerly, Joe ran insurance sales at
Paine Webber and more recently was
a senior vice president at MetLife.
He was responsible for retail product
development and started their feebased financial planning program and
behavioral finance department.
Joe is also a founder of the Insured
Retirement Institute (formally known
as the National Association of
Variable Annuities or NAVA) and
has been featured on the cover of
Life Insurance Selling magazine. For
three consecutive years, he has been
honored by Irish America magazine as
one of the “Top 50 Irish Americans on
Wall Street.” He was inducted into the
Fordham Football Hall of Fame and has
played rugby for the New York Athletic
Club for 30 years.
“The speakers are very
good … I feel the content is
terrific and applicable.”
ROBERT KRUMROY, CLU, CHFC
EILEEN C. MCDONNELL
CEO and founder of Identity Branding
and e-Relationship.com, author of the
industry’s leading financial and insurance
industry books, and professional speaker
and trainer, Robert Krumroy’s impressive
financial services, sales and management
career has spanned over 30 years.
Eileen has been chairman, president and
chief executive officer of Penn Mutual
since July 2013. She was appointed
chief executive officer in 2011 and
president in 2010, after serving as
chief marketing officer since 2008.
CEO & Founder
Identity Branding
Often referred to as “America’s
Prospecting Coach,” Krumroy has
shared his prospecting made easy
model with dozens of the leading
insurance and financial services firms
in the country since 1999.
Krumroy serves as keynote speaker,
presenter or workshop leader for more
than 75 groups each year. His books
include: Identity Branding Revisited,
Brilliant Strategies and Fatal Blunders,
Please… Make ME a Little Bit Famous, It’s
Not about Luck!, The Prospect Relationship
Ladder, Sell the Problem, Referrals
Made Easy… It’s just not that hard,
and his most recent book Prospecting
Made Easy … It’s just not that hard.
He has been a featured marketing
columnist for the GAMA International
Journal and has been published in
LIMRA Market Facts, Life Insurance
Selling Magazine, Round the Table
Magazine, Agent Sales Journal and more.
Today, Krumroy’s powerful
prospecting strategies help financial
services professionals around the
world dramatically improve prospect
access, sales, retention and recruiting.
Chairman, President & CEO
PennMutual
Before joining Penn Mutual, she was
president of New England Financial,
a wholly owned subsidiary of MetLife,
and senior vice president of the
Guardian Life Insurance Company.
Ms. McDonnell is a former member of
the Master of Science in Management
faculty at The American College in
Bryn Mawr, PA, where she held the
newly endowed chair for Women and
Financial Services and was author of
Marketing Financial Services to Women.
In 2013, Ms. McDonnell was named
to the board of Universal Health
Services, Inc. (NYSE: UHS) and also
currently serves on the Executive
Committee of the American Council
of Life Insurance (ACLI).
A graduate of Molloy College,
Rockville Centre, NY, Ms. McDonnell
majored in mathematics and computer
science, and received an honorary
doctor of laws (LL.D.) degree in 2011.
She earned her MBA in finance and
investments from Adelphi University,
Garden City, NY and was recognized
in 2013 for “Outstanding Service” to
the university.
Conference Program
W ED NES DAY, O CTO B E R 2 8
PRE-CONFERENCE SESSIONS
Start your educational journey even before the
conference officially starts! These pre-conference
sessions are available to all attendees, members and
prospective members.
11:00AM – 12:00PM
Make the Most of Membership: A How-To Guide
If you’ve ever wondered whether you’re making the
most of your membership, or had questions about WIFS
programs, don’t miss this session! National leaders
and members will share information on the mentorship
program, Circle of Excellence, study groups, webinars,
leadership development opportunities and more.
If you are not a member, this session is the perfect
opportunity to learn about WIFS.
12:00 – 12:30PM
First-Timers Conference Orientation
Attending for the first time? This session is for you!
Members and non-members alike are encouraged to join
veteran conferees for a conversation about making the
most of the conference experience in an informal setting.
12:00 – 1:30PM • WELCOME LUNCHEON
Conference officially kicks off with a luncheon to welcome
attendees. Make connections and tap into conference
energy right from the start!
1:30 - 3:00PM
WIFS Annual Business Meeting and
Opening Keynote: Don’t Worry, Retire Happy!
Seven Steps to Retirement Security
Susan L. Combs, PPACA | 2015 National President
Tom Hegna, CLU, ChFC, CASL | Author & Economist | TDH
Financial Enterprises
Attend the 2015 annual business meeting. Exercise your
member vote related to association bylaws, elect leaders
and ask questions. Conference programming kicks off as
soon as the business meeting concludes.
Best-selling author and industry leader Tom Hegna will
deliver a dynamic presentation focused on one of America’s
most pressing financial concerns - retirement! Known as
THE retirement income expert, Tom will share how to craft
client retirement plans that guarantee lifetime income,
maximize Social Security benefits, and leave a legacy. Leave
this session armed with the knowledge to support the
millions of baby boomers looking to retire happy!
3:00 – 3:30PM • BREAK
Grab a cup of joe to fuel up before heading into The
Fast 'n Furious session. Practice your pitch with a fellow
attendee or get some quick tips to share from the
exhibitors.
3:30 – 4:30PM
90 Second Fast 'n Furious
2014’s most talked about session is back! The 90 Second
Fast ’n Furious session challenges attendees to share
their best piece of business advice in 90 seconds or less.
Everyone walks away with tons of strategies and ideas that
can be implemented immediately, and the judges’ top three
will win a special prize! Don't forget your pen and paper,
notebook or iPad you're going to want to capture every tip
and technique!
4:30 – 5:30PM
Executive Speaker: Our Time is Now!
Chart Your Course Toward Career Success
Eileen McDonnell | Chairman, President & CEO | Penn Mutual
Life Insurance Company
Learn how Eileen charted her own course to executive level
success. Benefit from understanding why she believes the
future is bright for women, and listen to the inspirational
stories of the women she has championed and those who
have championed her during her 30 year career.
5:30 – 7:30PM • EXHIBIT HALL RECEPTION
Break out your business cards - it's time to connect! Grab
some refreshments and chart your course to navigate the
40 companies in the Exhibit Hall.
SPONSORSHIP AND EXHIBITOR
OPPORTUNITIES ARE STILL AVAILABLE!
Please contact the National Office at
866.264.9437 for more information.
TH U R SDAY, O CTO B E R 29
7:00 – 8:00AM • BREAKFAST
Start your day off with a hot breakfast in the Exhibit Hall.
Explore the wide variety of products and services offered
by the exhibitors. Chart your course to prizes! The more
booths you visit, the more chances you’ll have to win!
8:00 – 9:30AM
Your Future Success is ALL About Prospecting
Robert Krumroy | CEO | Identity Branding, Inc.
In a world where information is instantaneous, comparable
and free, most people aren’t moved to accept your
appointment request with claims of exceptional consulting,
great products, a popular company, or years of experience.
They will first and foremost evaluate the unspoken narrative
you deliver before considering your appointment request.
What narrative (if any) are you known by before you
ask for the appointment? Your narrative must scream a
differentiation; it must separate you from what the prospect
sees in comparison to other advisors in your occupation.
The non-verbal (and exceptional) “Why you” needs to
be answered prior to the appointment request. During
this presentation, attendees will learn what they need to
demonstrate before making an appointment request,
what a prospect needs to enthusiastically agree to an
appointment, and how to be market distinct and appealing
to today’s prospect.
5 Ways to Connect & Learn
1 Attend sessions.
2 Introduce yourself.
3 Ask questions.
4 Take notes on best practices.
5 Share your story.
9:45 – 11:00AM • EDUCATIONAL BREAKOUT SESSIONS
Discover the 3 Keys to Rainmaking:
Chart Your Course in Business
Paramjit L. Mahli | CEO | The Rainmakers Roundtable
If you want to save time, maintain focus and increase
revenue, this session is for you! Discover the secrets to
rainmaking and growing your business. From simple costeffective solutions to attract better clients and how to stand
out in an overcrowded market, this session is all about
practical applications, not pie in the sky solutions.
Present, Connect, Grow: Speaking Skills to Be Heard,
Build Trust and Increase Profits
Cindy Ashton | President | Your Persuasive Voice
The key to thriving in your business is knowing how to walk,
talk and be your BEST you when speaking with potential
clients, leads and referral partners. Cindy will share simple
exercises you can use to inspire your leads to say YES to
working with you! Imagine the value of five easy steps to gain
confidence in your message, build rapport immediately,
and present yourself confidently in every situation.
Transition: The Good, the Bad, and the Ugly
Steven Egna, CBA, CVA, ABAR, CM&AA | Business Advisor
and Appraiser
Transition planning deserves the same amount of attention
as any aspect of running your business. Through the use of
case studies and an open forum, participants will gain an
understanding of various strategies and how to avoid some
common pitfalls associated with developing a transition plan.
Retirement Income Planning
David Littell, JD, ChFC, CFP | The American College
The biggest retirement wave in history is about to break…
are you ready? In this session, you’ll learn the latest strategies
to creating sustainable retirement income for your clients.
11:00 – 11:30AM • EXHIBIT HALL BREAK
Take a break, connect over coffee and refuel before the
next set of educational sessions begins.
Qualify Today!
Applications accepted through July 31st.
“2014 was the best Conference I have been to out of the 28
I have attended! You ladies are amazing!”
11:30AM – 12:45PM • EDUCATIONAL BREAKOUT SESSIONS
Building Teams That Build Revenues: Team-Building,
Assimilation and Facilitation Best Practices
Debra J. M. Best, SPHR, SHRM-SCP | Owner & Principal | Deb
Best Practices
Interested in maximizing your team’s earning potential?
Deb Best will share immediate, actionable leadership best
practices to keep your team productive and profitable.
The Common Core for Every Portfolio
Craig L. Israelsen, Ph.D. | 7Twelve Portfolio
This session will examine the asset classes that should
be a part of the 21st century balanced portfolio. Unlike a
traditional two-asset 60/40 balanced fund, the 7Twelve
balanced strategy utilizes multiple asset classes to enhance
performance and reduce risk. Implement this model as the
“core” of every client’s portfolio and you’ll become more
efficient and better positioned to spend more time growing
your client base.
How to Align Your Professional Image
With Your Message
Rachel Levin | Rachel Levin Style
Does your professional image communicate your
company’s message? Listen as Rachel guides you through
a two-step exercise to strategically align your professional
image with your company’s message.
Legislative Update/Advisor Perspective
Juli McNeely, CFP, CLU, LUTCF | Owner & President | McNeely
Financial Services | National President | NAIFA
As advisors, we’re constantly challenged to stay abreast of
legislative and regulatory changes and integrate them into
our practices. Juli McNeely shares her unique perspectives as
NAIFA's first female President and as a practicing advisor. Juli
will explain why knowledge and the ability to take action are
key to serving your clients and managing your practice.
12:45 – 2:00PM • AWARDS LUNCHEON
Enjoy a delicious lunch while we take a look back at the
accomplishments of 2015, celebrate WIFS members, and
recognize award nominees. The 2015 Woman of the Year,
Member of the Year, Chapter of the Year, and ANGEL
Award recipients will be announced.
2:15 – 3:15PM
T.E.A.M. (Together Everyone Achieves More)
Experience a fun, interactive team building session that puts
team skills to work to raise money for a featured Baltimore
charity. Learn and give back during this session – it will be
fun, creative, and competitive!
3:15 – 3:30PM • BREAK
Grab a cup of coffee, take a few minutes to appreciate
your team building efforts, and continue making
connections in the Exhibit Hall.
3:30 – 4:30PM • CONCURRENT SESSIONS
Peer-to-Peer Roundtables
Every year, attendees rave about the value of peer-to-peer
connections and ask for sessions promoting the sharing of
information. Attend this session and benefit from sharing
best practices, insights, and experiences via small round
table discussions.
Just for Circle of Excellence Qualifiers:
Financial Services: Women at the Top
Join fellow Circle of Excellence qualifiers to celebrate
achievement and listen to career success stories shared
by individuals highlighted in the 2015 published book
Financial Services: Women at the Top. Based on outcomes
from the WIFS research study about what makes women
successful, this session will be engaging and insightful.
4:30 – 5:30PM • EXHIBIT HALL RECEPTION
Leverage another afternoon of exhibitor interaction. This
is the perfect opportunity to mix business and fun; enjoy a
happy hour drink and make connections!
8:00 – 11:00PM • DESSERT & DRINKS
Talk it up! Couches, sweet treats, libations and a
stunning 14th floor view of Baltimore’s Inner Harbor
form the perfect spot to gather socially! Kick back, enjoy a
nightcap and sweet treats in this relaxing atmosphere.
CONNECT | EDUCAT E | RECOGN I ZE
F R I DAY, O CTO B E R 30
7:00 – 8:00AM • BREAKFAST
Mix and mingle with fellow conferees and exhibitors while
enjoying breakfast in the center of the exhibit hall action.
The prize drawings are coming up, so be sure to navigate
to any exhibitors you may have missed.
8:00 – 9:00AM
Recent Developments in the U.S. Economy
and U.S. Monetary Policy
Jeff Fuhrer | Executive Vice President and Senior Policy Advisor
| Federal Reserve Bank of Boston
This session will delve into the evolution of the U.S.
economy, taking into account key developments in housing,
investment, the foreign sector, energy and financial markets,
and inflation. Jeff will weave his wit and wisdom into
summarizing the key challenges that have faced monetary
policymakers in recent years.
Top 5 Reasons to Attend
1
It's an investment in yourself! Learn from industry
veterans during one of the 30+ educational, main
platform, and interactive workshops.
2
Be inspired by an amazing slate of speakers!
Hear from industry leaders who will motivate you
to take your professional development to the
next level.
3
Connect with peers who share your drive!
Take advantage of the chance to share ideas and
strategies with hundreds of industry professionals
during the many networking events.
4
5
More Exhibit Hall time! Enjoy even more time
to connect with the 40 exhibitors, ready to share
the latest products and services designed to
support your career.
Explore beautiful Baltimore! Visit the world class
attractions, restaurants and shopping, just steps
from conference headquarters. Take in the sites or
consider meeting with local prospects and clients.
9:00 – 10:15AM • EDUCATIONAL BREAKOUT SESSIONS
The Maverick's Playbook - Win Big in Business & Life
Joyce Bone, MBA | CEO | Bone Up On Business
Do you want a business you love to run instead of a
business that runs you? Joyce will explain how mastering
life management will create higher profits plus a happier,
calmer life. Joyce will share the specific resources she
uses to tame her life and calendar. Attendees will leave
this session equipped with confidence and actionable life
management tools.
Beat the Competition by Offering Powerful Social
Security Guidance
Brian Doherty | President | Filtech
Seventy-eight million baby boomers are rushing toward
retirement. Attend this session and learn how to apply
Brian’s signature Getting Paid to Wait approach to
maximizing your client's Social Security benefits.
Just for Managers: Roundtable Strategy Conversations
Engage in facilitated small-group conversations with
managers from across the industry. Take away strategies on
team development, best practices, and real-world solutions
to challenges that impede growth.
The Social Advisor: How Top Financial Companies Are
Leveraging Social Media to Amplify Their Marketing
Amy McIlwain | Vice President of Social and Digital Strategy |
Moore Communications Group
If you want to attract quality leads and keep your business
on the leading edge, an engaging social media strategy is
a must. Amy will explain how to curate and leverage social
media communications in your marketing efforts while
remaining SEC compliant.
10:15 – 10:45AM • EXHIBIT HALL FINALE & PRIZE DRAWINGS
Last call to visit exhibitors and enter to win awesome
prizes! The drawings begin at 10:30am, and you must be
present to win. Don’t miss the boat on winning prizes.
“Dynamic successful women with shared enthusiasm
for success, empowerment and growing business.”
10:45AM – 12:00PM EDUCATIONAL BREAKOUT SESSIONS
Working With Divorcing Clients:
What You Need to Know
Ferrier R. Stillman, Esq. | Partner | Tydings & Rosenberg, LLP
Walk away with the power to safeguard the financial
position of a divorcing client. Learn the role financial
planners fulfill in divorce cases and how to protect your
client’s assets and income. This presentation will deliver
a general understanding of family law concepts while
outlining special issues in property division and monetary
awards. Use knowledge from this session to respond to the
needs of this growing client segment.
The Female Advantage: The Emotional Side to Sales
Michelle Bersell, M.A., M.Ed. | Founder | International Institute
for Emotional Empowerment
There is an emotional side to sales, and women have
the distinct advantage of being emotionally attuned.
Participate in this session and learn an empowered
approach to turn challenging sales calls into compassionate
service conversations. Attendees will walk away armed
with techniques to overcome the internal blocks of their
prospects and ultimately close more sales.
A Managers Dozen: 13 Productive Culture Trends
Karel Murray, CSP, DREI | Our Branch, Inc.
Are you caught in an endless cycle of putting out fires,
quelling arguments, and protecting financial survival month
after month? Join Karel for this collaborative session, where
you’ll explore trends, get real-world answers and chances
to interact with your peers about everything from hiring and
profitability to community involvement.
Stress Happens – It’s What You Do With It That Counts
Joanie Badyna | President & Owner | Spirit Communications, LLC
Incorporating wellness into your daily routine leads to
greater job performance, increased morale and renewed
energy! In this interactive seminar, you will learn how to
identify and reduce stress. You’ll explore the stress response
and learn how to minimize the negative effects of stress
through physical, emotional, and mental techniques; a
valuable initiative for personal development as well as
corporate education. Stress management will motivate your
team and help create a positive and healthy environment.
12:00 – 1:30PM • CIRCLE OF EXCELLENCE LUNCHEON
Join us as we applaud the elite group of members who
have qualified for the prestigious 2015 Circle of Excellence.
The collective success of this group is impressive and speaks
volumes about the advancement of women and what’s
possible in the industry.
1:30 – 1:45PM • BREAK
Take a quick break to recharge before heading into the
final Conference session.
1:45 – 2:45PM
Living a Life of Significance
Joe Jordan | Author and Motivational Speaker | JosephJordan.com
True value isn’t measured by how much money you make;
it is measured by the size of the problem you solve.
Joseph Jordan, industry ambassador, best-selling author,
and renowned speaker, believes that today’s financial
professionals are modern-day heroes. In fact, by providing
people with independence, dignity and legacy, financial
services is the noblest profession in the world! Mixing his
deeply personal story with more than 40 years of experience,
Joe injects financial professionals with inspiration and
shares the real meaning of Living a Life of Significance.
2:45 – 3:00PM • WRAP UP
Join us for a look back over the past three days. It’s time
to chart your course to success and set sail with new
strategies, best practices, and connections. Mark your
calendar now for October 19 -21 and plan to be among
the Who’s Who at 2016 National Conference.
5 Opportunities to Celebrate
1 Qualify for Circle of Excellence.
2 Congratulate 2015 award nominees.
3 Deliver the #1 90 second idea.
4 Applaud the charitable efforts of WIFS Cares.
5 Win an Exhibit Hall prize.
October 28-30 | Hyatt Regency Inner Harbor | Baltimore, Maryland
ATTENDEE INFORMATION
CONFERENCE REGISTRATION
Registration includes all events and meals indicated on the
agenda. Single day and partial registrations are not available.
NAME
Full Registration
DESIGNATIONS
Member
Non-Member
August 1–31
$575
$775
September 1–30
$660
$860
After October 1
$725
$925
By July 31
NAME AS IT SHOULD APPEAR ON NAME BADGE
COMPANY
$499
$699
BUSINESS ADDRESS
CITY
STATE
ZIP
PAYMENT INFORMATION
q Check enclosed (payable to WIFS)
qCharge $__________ to my q MasterCard q Visa q AmEx
PHONE #
EMAIL
NAME AS IT APPEARS ON CARD
EMERGENCY CONTACT NAME
BILLING ADDRESS
EMERGENCY CONTACT PHONE #
CREDIT CARD #
Have you qualified for 2015 Circle of Excellence? q Yes q No
What year did you join the industry? _________
EXPIRATION DATE
SECURITY CODE
SIGNATURE
Please check all that apply:
q Chapter Member
Chapter:_______________
qMember-At-Large
qInternational
Member-At-Large
q Board Member (current)
q Chapter President (current)
q Past National President
qIndependent
q First WIFS Conference
qMentor
qMentee
qManager
Primary Industry Affiliation
q Accounting/Banking
q Financial Planning
qInvestments
qInsurance
Position
q Affiliate
qAttorney
q Business Owner
qCPA
q Home Office
qLegal
qMortgage
q Other:_________________
Hotel cost is not included in registration. Book online by visiting
the hotel page under host city at wifsnational.org/conference
or call the Hyatt Regency directly at 410.528.1234 and mention
WIFS. Reservations must be made by September 30 to receive
the $170 rate.
RETURN THIS FORM WITH PAYMENT TO:
WIFS National Conference
136 Everett Rd | Albany, NY 12205
Email: [email protected]
Fax: 518.935.9232
q Industry Executive
qManager
qProducer
q Other:_________________
WIFS Partners for Excellence Affiliation
qAmeritas
qGuardian
q Lincoln Financial Group
qMetLife
q Mutual of Omaha
HOTEL RESERVATIONS
q New York Life
qPennMutual
qPrudential
q Not Affiliated
Cancellation Policy: All requests for refunds must be acknowledged in
writing no later than September 25, 2015. There is a $25 processing fee for
each refund. Cancellations after September 25, 2015 will not be refunded,
no exceptions, including credit card charge-backs. Forfeited fees cannot
be applied to future meetings. Refunds will be processed within 30 days
of written acknowledgment. Name Badge Policy: Please note there is a
$100 replacement fee for lost name badges.
Thank You!
LEADERSHIP CIRCLE
Stay Up-to-Date!
Visit our conference website
wifsnational.org/conference for
up-to-the minute info on conference
speakers, event highlights,
programming and more. Check back
often for the latest conference news.
#WIFSconf15
Follow us on Twitter for the latest
conference and expo buzz!
WIFSNational
Like us on Facebook for updated
posts, shares and comments!
WIFS National
EXECUTIVE CIRCLE
MetLife Premier Client Group
AMBASSADOR CIRCLE
WOMEN IN INSURANCE
& FINANCIAL SERVICES
136 Everett Rd | Albany, NY 12205
866.264.WIFS (9437)
wifsnational.org/conference
Connect with us on LinkedIn to
network with industry icons!
2015
NATIONAL AFFILIATES