Gail – WIPN

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

November 13, 2023
Posted by Gail

13 Nov

Founder of Working Daughter, Liz O’Donnell, discusses the challenges women have in balancing eldercare and their career. Audiences find Li...

Member Spotlight

WIPN October 2023 Member Spotlight

October 22, 2023
Posted by 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...

Content Sharing

WIPN/NAPA 2023 Top Women Advisors

October 22, 2023
Posted by 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...

Webinar

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

October 18, 2023
Posted by Gail

18 Oct

Award-winning author and Founder of Working Daughter, Liz O’Donnell, discusses the challenges women have in balancing home life ...

Webinar

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

October 3, 2023
Posted by Gail

03 Oct

WIPN’s exciting third annual DEI Summit – Be The Change: A Blueprint for Cultivating DEI wa...

Communications

WIPN/NAPA 2023 Top Women Advisor – Nominees

October 17, 2023
Posted by 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 ...

Member Spotlight

WIPN September 2023 Member Spotlight

September 25, 2023
Posted by 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...

Webinar

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

September 11, 2023
Posted by Gail

11 Sep

Best-selling author, executive trainer, and coach Berta Aldrich discusses how to manage moments of stress and challenges within our ...

Strategic Partnerships

WIPN and TRAU Strategic Opportunity

September 7, 2023
Posted by 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...

Board News

2024 WIPN Board Opportunities

August 23, 2023
Posted by Gail

23 Aug

WIPN is now accepting nominations for two open Board positions beginning in January 2024! The Boa...

Member Spotlight

WIPN August 2023 Member Spotlight

August 21, 2023
Posted by 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...

Webinar

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

July 18, 2023
Posted by 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,...

Member Spotlight

WIPN June 2023 Member Spotlight

June 12, 2023
Posted by 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...

Webinar

WIPN Chapters Mid-Year Update

June 12, 2023
Posted by 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, ...

Member Spotlight, Sponsors

Q2 2023 Sponsor Member Spotlight

June 13, 2023
Posted by 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...

Member Spotlight

WIPN May 2023 Member Spotlight

May 15, 2023
Posted by 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...

Webinar

The Thieves of Time Assessment by Juliet Funt

May 15, 2023
Posted by Gail

15 May

Author, Juliet Funt's A Minute to Think is about reclaiming creativity, conquering busyness, and doing your best w...

Webinar

#WIPNWellness Survey

May 8, 2023
Posted by 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...

Webinars

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

May 12, 2023
Posted by 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...

Member Spotlight, Webinar

WIPN April 2023 Member Spotlight

April 18, 2023
Posted by 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 ...

Webinar

WIPN Nominees for the 2023 Top DC Wholesalers

April 19, 2023
Posted by Gail

16 Apr

Cassie Aragon Staci Baker Kelli Beauregard Deena Bell Shannon Birkes Marcie Blanco Katelyn Boone Stacey Branch Jennifer Brockwell Rachael Brumund Denise ...

Webinars

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

April 6, 2023
Posted by 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 ...

Member Spotlight

WIPN March 2023 Member Spotlight

March 21, 2023
Posted by 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...

Webinars

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

March 20, 2023
Posted by 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...

Member Spotlight

WIPN February 2023 Member Spotlight

February 27, 2023
Posted by 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? ...

Webinar

Q1 2023 Sponsor Member Spotlight

February 8, 2023
Posted by 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...

Webinars

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

February 1, 2023
Posted by 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...

Member Spotlight

WIPN January 2023 Member Spotlight

January 23, 2023
Posted by 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...

Board Spotlight

2023 WIPN Board Spotlight

December 19, 2022
Posted by 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...

Member Spotlight

WIPN December 2022 Member Spotlight

December 20, 2022
Posted by 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...

Webinars

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

November 30, 2022
Posted by Gail

30 Nov

WIPN’s Head of Programming & Research, Theresa Conti and WIPN Chapter Chair, Ivana Polonijo have a fireside chat with Organizational Psycho...

Webinar

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

November 14, 2022
Posted by Gail

14 Nov

Sarah Montoya Allie Rivera

Member Spotlight

Q3 2022 Sponsor Member Spotlight

October 31, 2022
Posted by Gail

31 Oct

Kelly Yezzi Manager, 401(k) Partner Support Paychex How did you know that a career in the financial services retirement industry ...

Content Sharing

WIPN/NAPA 2022 Top Women Advisors

October 22, 2023
Posted by Gail

21 Oct

CaptainsLinda Bright Deanna Calvelli Kelly Carlson Devyn Duex Jean Duffy Wendy Eldridge Kelly Famiglietta Shelly Horwitz Kristina Keck Kat...

Webinars

WIPN 2022 National Research | The Headwinds for Women

November 30, 2022
Posted by 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...

Webinar

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

September 27, 2022
Posted by Gail

27 Sep

Brianne Ikerd Kelly McKay

Webinars

WIPN and DCIIA Discussion on The Gaps That Threaten Diversity

September 21, 2022
Posted by 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...

Webinars

WIPN 2022 National Research | The Sticky Floor

September 14, 2022
Posted by Gail

14 Sep

Theresa Conti, WIPN’s Head of Programming & Research is joined by WIPN members Kelli ...

Webinar

New 2023 WIPN Board Opening

October 23, 2022
Posted by Gail

01 Sep

Available January 2023 - Head of National Events and Strategi...

Webinar

WIPN/NAPA 2022 Top Women Advisor – Nominees

August 25, 2022
Posted by Gail

25 Aug

Karin AlvaradoPam AppellPam BasseMary BerkLoretta BessonKelly A BevisJulie BraunLinda BrightPamela BrooksKristen BuchananLis...

Webinars

WIPN 2022 National Research Launch: The Gaps That Threaten Diversity

September 14, 2022
Posted by 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...

Webinars

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

September 14, 2022
Posted by 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 ...

Member Spotlight

WIPN May 2022 Member Spotlight

May 17, 2022
Posted by 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 ...

Webinars

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

May 16, 2022
Posted by 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...

Webinars

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

June 7, 2022
Posted by Gail

04 May

Organizational psychologist & author Melissa Doman discusses why we struggle to prioritize our own mental health, the challenges of managin...

Webinar

WIPN nominees for the 2022 Top DC Wholesalers

April 19, 2022
Posted by 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 ...