Arizona

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.

WIPN in-person local chapter events are available as State conditions warrant. Webinars will be continuing.

Upcoming Events

Save the Date

Lunch Engagement at the Phoenician – Charles Schwab Annual Summit
Thursday, April 14, 2022
12:00 pm – 1:30 am Pacific
The Phoenician

WIPN Members! Join us for lunch at The Phoenician during Charles Schwab’s National Summit. We will hear from an industry leader about improving your client’s experience. Speaker to be confirmed!

More Details Coming Soon!

Western Pension & Benefits Council – Post-Conference Happy Hour
Thursday, April 21, 2022
5:30 pm – 7:30 am Pacific
Culinary Dropout – Tempe

Join WIPN and a special guest following the WPBC Annual Conference for networking, apps & drinks in a private room at Culinary Dropout! Hope to see you!

More Details Coming Soon!

Recent Events

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

Theresa Conti
President
Sunwest Pensions
Email Theresa

Andrea L. Donaldson
VP, Retirement Plans
Henry+Horne Wealth Management
Email Andrea

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