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Posts by Gail

Webinar

WIPN Wellness National Event | Working Daughters: Balancing Eldercare and Career

  • November 13, 2023
  • Posted by author-avatar Gail
13 Nov
Founder of Working Daughter, Liz O’Donnell, discusses the challenges women have in balancing eldercare and their career. Audiences find Li...

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Member Spotlight

WIPN October 2023 Member Spotlight

  • October 22, 2023
  • Posted by author-avatar Gail
22 Oct
Sabrina Peterson, CFP®, AIF®, CPFA Retirement Plan Advisor at Alera Group Retirement Plan Services How did you get started in the retirement industry...

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Content Sharing

WIPN/NAPA 2023 Top Women Advisors

  • October 22, 2023
  • Posted by author-avatar Gail
22 Oct
CaptainsPam Basse Kelly Carlson Sara Carvalho Nicole Corning Lisa Drake (Garcia) Devyn Duex Jean Duffy Jamie Greenleaf Shelly Horwitz Kathleen Kelly Nichole Labott S...

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Webinar

WIPN Wellness National Event | Mogul, Mom and Maid: The Balancing Act of Working Mothers

  • October 18, 2023
  • Posted by author-avatar Gail
18 Oct
Award-winning author and Founder of Working Daughter, Liz O’Donnell, discusses the challenges women have in balancing home life ...

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Webinar

WIPN 2023 | DEI National Summit: Be The Change: A Blueprint For Cultivating DEI

  • October 3, 2023
  • Posted by author-avatar Gail
03 Oct
WIPN’s exciting third annual DEI Summit – Be The Change: A Blueprint for Cultivating DEI wa...

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Communications

WIPN/NAPA 2023 Top Women Advisor – Nominees

  • October 17, 2023
  • Posted by author-avatar Gail
27 Sep
Katy Albers Rukshana (Shana) Aleem Victoria Arabskyj Kristi Baker Beryl Ball Deanna Bamford Pam Basse Mary Berk Kelly A Bevis Kasi Boyles ...

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Member Spotlight

WIPN September 2023 Member Spotlight

  • September 25, 2023
  • Posted by author-avatar Gail
18 Sep
Lisa Greenwald CEO at Greenwald ResearchHow did you get started in the retirement industry? I grew up in the industry. In 1985, my father founded Greenwald Research...

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Webinar

WIPN Wellness National Webinar | The Power Within: How to Leverage Stress for Success with Berta Aldrich

  • September 11, 2023
  • Posted by author-avatar Gail
11 Sep
Best-selling author, executive trainer, and coach Berta Aldrich  discusses how to manage moments of stress and challenges within our ...

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Strategic Partnerships

WIPN and TRAU Strategic Opportunity

  • September 7, 2023
  • Posted by author-avatar Gail
07 Sep
WIPN is partnering with TRAU - The Retirement Advisor University to offer one full tuition scholarship (including lodging) to a WIPN Member, an...

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Board News

2024 WIPN Board Opportunities

  • August 23, 2023
  • Posted by author-avatar Gail
23 Aug
WIPN is now accepting nominations for two open Board positions beginning in January 2024! The Boa...

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Member Spotlight

WIPN August 2023 Member Spotlight

  • August 21, 2023
  • Posted by author-avatar Gail
21 Aug
Jessie Marino VP, Enterprise Relationship Management at VestwellWhat opportunities or changes would you like to see for women in the retirement industry in the futu...

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Webinar

WIPN DE&I | Calculating Your Value: Paths to Achieving Pay Equity for Women

  • July 18, 2023
  • Posted by author-avatar Gail
18 Jul
What a lively and engaging discussion with WIPN’s Head of DE&I Lisa Anderson and executive leadership coach and five-time author,...

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Member Spotlight

WIPN June 2023 Member Spotlight

  • June 12, 2023
  • Posted by author-avatar Gail
12 Jun
Mary Hauser Investment Manager Retirement Services Investments Team OneAmericaHow has WIPN had an impact on you and your career?  Through the organization, I have h...

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Webinar

WIPN Chapters Mid-Year Update

  • June 12, 2023
  • Posted by author-avatar Gail
12 Jun
Our 2023 Chapter Chairs are bringing it! We are filled with gratitude for our 62 Co-Chairs leading the 33 WIPN local chapters with creativity, ...

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Member Spotlight, Sponsors

Q2 2023 Sponsor Member Spotlight

  • June 13, 2023
  • Posted by author-avatar Gail
09 Jun
Susan Otto, MBA, QKA, QKC, QPA Senior Relationship Director Principal Financial GroupHow important is it for you to be a role model for the upcoming generation...

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Member Spotlight

WIPN May 2023 Member Spotlight

  • May 15, 2023
  • Posted by author-avatar Gail
15 May
Maggie Howe Senior Associate at Wise Rhino Group How has WIPN had an impact on you and your career?  WIPN has impacted my career and personal life in m...

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Webinar

The Thieves of Time Assessment by Juliet Funt

  • May 15, 2023
  • Posted by author-avatar Gail
15 May
Author, Juliet Funt's A Minute to Think is about reclaiming creativity, conquering busyness, and doing your best w...

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Webinar

#WIPNWellness Survey

  • May 8, 2023
  • Posted by author-avatar Gail
08 May
#WIPNWellness is a focused, dedicated and structured initiative to benefit all of our members on their growth journey. We will focus on four a...

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Webinars

WIPN 2023 National Research Webinar – The Do-it-All Culture

  • May 12, 2023
  • Posted by author-avatar Gail
08 May
Learn how the “do-it-all” culture is affecting women in the retirement industry. Join us as we reveal WIPN’s latest research findings on t...

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Member Spotlight, Webinar

WIPN April 2023 Member Spotlight

  • April 18, 2023
  • Posted by author-avatar Gail
17 Apr
Essi Sadeghi, CFA®  Director, Investment Solutions, T. Rowe Price  How important is it for you to be a role model for the upcoming generations of women in the ...

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Webinar

WIPN Nominees for the 2023 Top DC Wholesalers

  • April 19, 2023
  • Posted by author-avatar Gail
16 Apr
Cassie Aragon Staci Baker Kelli Beauregard Deena Bell Shannon Birkes Marcie Blanco Katelyn Boone Stacey Branch Jennifer Brockwell Rachael Brumund Denise ...

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Webinars

WIPN DE&I National Webinar: Women with Invisible Disabilities in the Workplace

  • April 6, 2023
  • Posted by author-avatar Gail
06 Apr
WIPN’s Head of DE&I Lisa Anderson and DE&I Specialist and Co-founder of The Rise Journey,  Jes Osrow discuss the impact ...

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Member Spotlight

WIPN March 2023 Member Spotlight

  • March 21, 2023
  • Posted by author-avatar Gail
20 Mar
Hailey (McLaughlin) Fields CIMA® Consultant & Director of Client Services at Multnomah Group, Inc. WIPN Oregon Chapter Co-Chair How has WIPN had an impact o...

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Webinars

WIPN International Women’s Day Webinar: Find Your Courage!

  • March 20, 2023
  • Posted by author-avatar Gail
20 Mar
Learn how to amplify your courage by backing yourself up more, doubting yourself less, and creating a life you love … despite life's curve ball...

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Member Spotlight

WIPN February 2023 Member Spotlight

  • February 27, 2023
  • Posted by author-avatar Gail
27 Feb
Sheray Oliver (She/Her)   Participant Education Consultant at OneDigital WIPN DE&I Committee How has WIPN had an impact on you and your career? ...

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Webinar

Q1 2023 Sponsor Member Spotlight

  • February 8, 2023
  • Posted by author-avatar Gail
08 Feb
Kelli (McNamara) Beauregard Director, Defined Contribution Consultant at BlackRock What changes do you hope to see for women in the retirement indust...

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Webinars

WIPN National Webinar | Lonely at the Top: Success Comes at a Cost for Women

  • February 1, 2023
  • Posted by author-avatar Gail
01 Feb
For women across the corporate structure of financial services – even in leadership roles – success can come at a cost. Our research findings r...

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Member Spotlight

WIPN January 2023 Member Spotlight

  • January 23, 2023
  • Posted by author-avatar Gail
23 Jan
Shelby Columbus Sr. Business Planning Analyst, Franklin Templeton WIPN Tampa Chapter Co-chair How has WIPN had an impact on you and your career?  Being rela...

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Board Spotlight

2023 WIPN Board Spotlight

  • December 19, 2022
  • Posted by author-avatar Gail
19 Dec
Lisa Anderson, M.S., RPA Senior Manager, Retirement and Financial Education Indiana Public Retirement System (INPRS) Why did you choose to step forward and join the...

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Member Spotlight

WIPN December 2022 Member Spotlight

  • December 20, 2022
  • Posted by author-avatar Gail
19 Dec
Breezy Paulus, Assurance Director at CLA WIPN Tampa/St. Petersburg Chapter Co-chair As a longstanding member of WIPN, how has WIPN had an impact on you and your care...

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Webinars

WIPN National Webinar | Mental Health at Work Part Two: A Deeper Dive

  • November 30, 2022
  • Posted by author-avatar Gail
30 Nov
WIPN’s Head of Programming & Research, Theresa Conti and WIPN Chapter Chair, Ivana Polonijo have a fireside chat with Organizational Psycho...

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Webinar

WIPN/NAPA 2022 Aces: Top 100 Retirement Plan Advisors Under 40

  • November 14, 2022
  • Posted by author-avatar Gail
14 Nov
Sarah Montoya Allie Rivera

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Member Spotlight

Q3 2022 Sponsor Member Spotlight

  • October 31, 2022
  • Posted by author-avatar Gail
31 Oct
Kelly Yezzi Manager, 401(k) Partner Support Paychex   How did you know that a career in the financial services retirement industry ...

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Content Sharing

WIPN/NAPA 2022 Top Women Advisors

  • October 22, 2023
  • Posted by author-avatar Gail
21 Oct
CaptainsLinda Bright Deanna Calvelli Kelly Carlson Devyn Duex Jean Duffy Wendy Eldridge Kelly Famiglietta Shelly Horwitz Kristina Keck Kat...

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Webinars

WIPN 2022 National Research | The Headwinds for Women

  • November 30, 2022
  • Posted by author-avatar Gail
20 Oct
WIPN's research shows that women continue to have a lot on their plates, so how can they lead effectively amidst all the external factors and p...

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Webinar

WIPN/NAPA 2022 Top Retirement Plan Advisors Under 40 – Nominees

  • September 27, 2022
  • Posted by author-avatar Gail
27 Sep
Brianne Ikerd Kelly McKay

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Webinars

WIPN and DCIIA Discussion on The Gaps That Threaten Diversity

  • September 21, 2022
  • Posted by author-avatar Gail
21 Sep
Hear from DCIIA and WIPN as they share findings from WIPN's 2022 research: The Gaps That Threaten Diversity: 10 Headwinds Facing Women in the R...

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Webinars

WIPN 2022 National Research | The Sticky Floor

  • September 14, 2022
  • Posted by author-avatar Gail
14 Sep
Theresa Conti, WIPN’s Head of Programming & Research is joined by WIPN members Kelli ...

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Webinar

New 2023 WIPN Board Opening

  • October 23, 2022
  • Posted by author-avatar Gail
01 Sep
Available January 2023 - Head of National Events and Strategi...

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Webinar

WIPN/NAPA 2022 Top Women Advisor – Nominees

  • August 25, 2022
  • Posted by author-avatar Gail
25 Aug
Karin AlvaradoPam AppellPam BasseMary BerkLoretta BessonKelly A BevisJulie BraunLinda BrightPamela BrooksKristen BuchananLis...

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Webinars

WIPN 2022 National Research Launch: The Gaps That Threaten Diversity

  • September 14, 2022
  • Posted by author-avatar Gail
28 Jun
On June 23, WIPN released the highlights from its 2022 research findings on women in the retirement workplace. Hosted by members of the project team...

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Webinars

WIPN National | Beyond Connections That Count: Maximizing Your WIPN Membership

  • September 14, 2022
  • Posted by author-avatar Gail
20 Jun
On 6/17/22, the WIPN membership committee presented a lively, fun and informative program highlighting the benefits and features of your WIPN ...

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Member Spotlight

WIPN May 2022 Member Spotlight

  • May 17, 2022
  • Posted by author-avatar Gail
17 May
Lisa R. Morris, CEBS, QPA, QKA, ERPA Compliance Analyst / Smart USA Co. Please share a WIPN-inspired story that influenced your professional career.  At a local ...

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Webinars

WIPN DE&I National Webinar | Creating a Psychologically Healthy Workplace

  • May 16, 2022
  • Posted by author-avatar Gail
16 May
WIPN's Head of DE&I Rosalyn Brown is joined by featured guest speaker Dr. Kristin Tugman, Vice President of Health and Productivity Analyt...

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Webinars

WIPN National Webinar, 5/4/2022 | Career Essentials: Mental Health Non-negotiables

  • June 7, 2022
  • Posted by author-avatar Gail
04 May
Organizational psychologist & author Melissa Doman discusses why we struggle to prioritize our own mental health, the challenges of managin...

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Webinar

WIPN nominees for the 2022 Top DC Wholesalers

  • April 19, 2022
  • Posted by author-avatar Gail
19 Apr
Heather Bailey Staci Baker Kelli Beauregard Rhea Berglund Katelyn Boone Stacey Branch Jennifer Brockwell Rachael Brumund Ellie Bullitt Shelly Cheng Denise D'Antuono ...

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Webinar

WIPN/NAPA 2022 Sponsors

  • April 18, 2022
  • Posted by author-avatar Gail
18 Apr
Thank You to Our Sponsors!

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