Thanks to the women of Arizona for actively contributing to the success of our chapter. If you want to get more involved, please contact one of the Co-Chairs.
WHY WIPN AZ
Changing the Rules!
- EXCLUSIVE EVENTS
- PROPRIETARY RESEARCH
- MENTORING OPPORTUNITIES
- NETWORKING
- INTERESTING WEBINARS
- NATIONAL CONFERENCES
JOIN TODAY!
Upcoming Events
WIPN AZ I Shelf Indulgence Book Club (virtual & recurring)
March 28 @ 9:30 am - 10:15 am MSTWIPN AZ l April Power Hour Lunch @ the Joy Bus Diner – recurring
April 7 @ 11:30 am - 12:30 pm MSTWIPN AZ I Mindfulness-Based Stress Reduction Workshop with WIPN favorite, Dr. Jyoti Patel!
April 20 @ 4:00 pm - 6:00 pm MSTWIPN AZ l June Power Hour Lunch @ the Joy Bus Diner – recurring
June 9 @ 11:30 am - 12:30 pm MSTWIPN AZ l August Power Hour Lunch @ the Joy Bus Diner – recurring
August 18 @ 11:30 am - 12:30 pm MST
Save the Date
Thursday, April 27th @ Phoenix Western Pension Benefit Council Annual Conference (Culinary Dropout – Tempe )
We’ll be there! More details to come. Not a Phoenix WPBC member? Join HERE!
Some-day, May 21st – 23rd @ fi360 Annual Conference @ Western Kierland in Scottsdale
Of course, AZ WIPN will be there (in some capacity or another)! More details to come. If you haven’t already, Register HERE!
More Details Coming Soon!
Recent Events
The Arizona Chapter of WIPN – 2022 Year In Review
March, 2022 – AZ WIPN Relaunch @ Collins Brothers Chophouse – Kick off meeting & happy hour where we talked rebranding, 2022 goals & WIPN AZ survey results!
April, 2022 – AZ WIPN Lunch & Learn – Fraud & Cyber Trends @ The Phoenician Resort – Kara Suro with Charles Schwab presented on cybersecurity trends and tips @ their National Conference.
May, 2022 – WPBC Annual Conference: WiPN & WP&BC Joint Happy Hour- Had a blast hosting a networking happy hour post-Western Pension & Benefit Council Annual conference with the AZ WIPN ladies, friends – and joyfully crashed by the Retireholi(k)s.
August, 2022 – AZ WIPN The Joy Bus Charity Networking Lunch & Craft – A luncheon supporting The Joy Bus charity onsite at their Diner and kitchen where volunteers prep meals. We decorated the food delivery bags used to bring meals to cancer patients, enjoyed a great lunch and wonderful company.
September, 2022 – AZ WIPN Insights Luncheon with Theresa Conti @ Tommy Bahama in Scottsdale – Following the PlanAdviser Conference, Theresa presented on the WIPN industry survey results and we further discussed as a group.
October, 2022 –AZ WIPN 401(k) Marketing Tips Luncheon with Rebecca Hourihan @ Mini Social – Rebecca Hourihan with 401(k) Marketing presented on marketing trends, tips and leveraging LinkedIn.
December, 2022– AZ WIPN Jingle & Mingle Happy Hour – Food, drinks and fun at The Yard in Phoenix!
The Arizona Chapter of WIPN held it’s inaugural event on Thursday, April 25th. We had about 30 attendees which included TPA’s, recordkeepers, financial advisors, ERISA attorneys and CPA’s/Auditors. We were so happy to have a great turnout for this first event. We would also like to thank Rebecca Hourihan, President of 401(k) Marketing, who was our guest speaker. We would like to thank our sponsors as well: Adam Johnson and Beth Robinson from John Hancock, Steve Cohen from Federated and Michele Giangrande from T. Rowe Price.
Theresa Conti & Andrea Donaldson greeting the guests
Our Guests
Rebecca making presentation
Chapter Chairs
Andrea L. Donaldson
VP, Retirement Plans
Henry+Horne Wealth Management
Email Andrea
Sara Johnson
Business Development
Sunwest Pensions
Email Sara
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