Events

WFS Sisterhood November Meeting

Let's celebrate "Long Term Care" month by learning more about this potential resource and the part it may play in your own financial plan. 

WFS Sisterhood October Meeting

It's "Tales from the Crypt -- The fundamentals of Estate Planning" as presented by Jeanne Longsworth. JD, CPA, of Longsworth Law. Make sure you find out facts instead of conjecture…attend this month's WFS Sisterhood to be held at 6 pm on October 25th, at Casa Ristorante. Seating is limited. After all, nothing is scarier than having no plan!

WFS Sisterhood September Meeting

It's Back to school time! Are you prepared for the price tag of college? Private Education? Let Patti Avers of Ascensus give you all the details about the Indiana College Choice 529 Plan!

WFS Sisterhood July Meeting

 July's WFS Sisterhood will be "All things ROTH!"  We will talk Roth conversions, Roth savings, back door Roth's and . . .  right!  All things Roth! 

WFS Sisterhood June Meeting

Let's look at the cause and effect of inflation and the strategies to offset rising costs.

WFS Sisterhood May Meeting

Memorial day is the kick off to summer! Are you ready? Lets "Enjoy the Summer of Life" with real world tips and reminders for financial success!

WFS Sisterhood April Meeting

Spring has sprung, has your financial picture? Let's learn the basics and make sure you have all of the knowledge you will need to make any decision that comes your way. No matter what experience you have or how large your portfolio we have all the information you will need.

WFS Sisterhood March Metting

Are you weighed down with keeping too many financial documents? Spring Cleaning is here!! Jeanne Longsworth informs us of which documents you should keep and the ones you can dispose of. Complimentary shredding services will be available through Waterman Financial.

WFS Sisterhood February Meeting

This month's SPECIAL WFS Sisterhood is "Maximizing Social Security", as presented by Aimee Johnson of Allianz.  The fact is, what you DON'T know can hurt you - so come and find out the facts!  And bring a sister!  We will all enjoy the company!   ****We are meeting at a ew Location this month Biaggi's Ristorante Italiano!!!****

WFS Sisterhood January Meeting

Happy 2022!! Don't get caught up in the same old New Years resolutions. Instead make a strategic financial plan for your future. Jenny Lemmon CPA with DWD CPAs will be on hand for the "Top 10 planning tips for 2022."

WFS Sisterhood December Meeting

Happy 2022!! Don't get caught up in the same old New Years resolutions. Instead make a strategic financial plan for your future. Jenny Lemmon CPA with DWD CPAs will be on hand for the "Top 10 planning tips for 2022."

WFS Sisterhood November Meeting

Do you give to Charity? Do you want to start? Let Jenny Butler help you learn all of the benefits of giving. We are so very thankful for you! Let's get together and count our blessings!

WFS Sisterhood October Meeting

Happy Halloween! This month's topic may be a bit spooky as we hear TALES FROM THE CRYPT.  While PREPARING FOR DEATH may seem scary there are a few easy steps to help erase the fear and help with task and documenting of estate planning

WFS Sisterhood September Meeting

If you could do something for your family that could change their lives positively for the rest of their lives, would you do it? Enter the CollegeChoice 529 Plan - a tax beneficial way to start saving for a college education for those you love. The WFS Sisterhood is dedicated to helping you understand financial topics and the CollegeChoice 529 Plan is a great place to start!

WFS Sisterhood August Meeting

Budgeting can help set you up for success when it comes to all of our life events. Join us as we learn how budgeting can help us allocate funds to the things we want and need. Please register for our event below.

WFS Sisterhood July Meeting

Your Retirement Wellness Score can determine how ready you are to retire. What will your score be? Join us for a fun night with Sisters as we learn how to be best prepared for retirement. Bring a friend and receive a special gift.

WFS Sisterhood June Meeting

Join us at Country Heritage Winery June 22nd at 6pm. We will discuss "Caring for Elderly Parents" and have fun meeting together. Bring a friend and be entered to win a bottle of wine!

WFS Sisterhood May Meeting

Please join us for Drinks, Stretches and a discussion on Life's Big Moments. Click here to register for this event. **Please note the change in Time & Date** Tuesday, May 25th at 6pm

WFS Sisterhood April Meeting

This month's meeting we will RELAX, DESTRESS and LEARN- We will begin relaxing by starting our meeting off by making the official drink of the Kentucky Derby, a Mint Julep. Amanda VanWagner will help us Destress with some Barre and Pilates moves. Then Sally Doukas will help us Learn about Long Term Care.

WFS Sisterhood March Meeting

This month, the WFS Sisterhood will collaborate with three talented partners, each bringing their own shine to their profession! We will begin the event mixing a cocktail with the help of Katy Silliman of Three Rivers Distilling Company followed by Amanda VanWagner of Barre Unlimited who will teach us a few new moves to help melt away our stress and then we have Sally Doukas of TruChoice Financial who will talk about the ins and outs of life insurance and planning for the future.

WFS Sisterhoood January Meeting

Financially Speaking with Lisa