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.

WHY WIPN AZ

Changing the Rules!

The obstacles that women face that keep them from advancing to top level positions often have their roots in a lack of mentorship and sponsorship both within their organizations and the industry. Isolation is a huge issue for women in male-dominated fields such as the retirement plan business. It is hard to find peers, mentors and advocates to support reaching goals.
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  • PROPRIETARY RESEARCH
  • MENTORING OPPORTUNITIES
  • NETWORKING
  • INTERESTING WEBINARS
  • NATIONAL CONFERENCES

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Upcoming Events

Save the Date

Recent Events

2024 & 2023 Events & Happenings 

May 2024

Three of our board members attended the Broadridge 360 Advisor Summit this May in Austin to kick-off the conference festivities with a Power Breakfast session where they presented WIPN’s research covering the Mentor/Sponsor boost and how one key relationship can influence career dynamics.

Thank you so much to Rosalyn Brown, Theresa Conti, and Ivana Polonijo for sharing the research and best practices related to this important topic to women in our industry!

February 2024

We hosted a team to support a meaningful cause and took part in the 4.01k Fund Run and Phocus Charity Car Show this spring to support Junior Achievement of Arizona. Their primary focus is to give back to the community by supporting schools in need of essential supplies. JA is always looking for volunteers to help run their programs- so check out their volunteer page to learn more!

2023 Holiday Tree Trimming at Phoenix Children’s Hospital

We had the pleasure of decorating a tree for one of the many waiting rooms at Children’s Hospital to bring some joy into families lives. Our theme was animals- so all of the ladies brought an animal themed ornament or book for the tree. We followed the event with a networking happy hour hosted by Broadridge.

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, 2022AZ 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, 2022AZ 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

Sara Johnson, QKA®, AIF®, CPFA®
Retirement Plan Consultant
ABC Insurance Trust
Email Sara

Erin Redman, AIF®
Senior Director-Product Development
Broadridge Retirement and Workplace
Email Erin

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