Join us for our monthly Education Webinars! Held every 2nd Wednesday at 2 PM ET, unless otherwise noted below. These 1-hour sessions are great opportunities to learn, engage and connect with professionals in the industry. Unless otherwise noted, all webinars are open for anyone interested in learning more about the topic or WIFS. We encourage you to join - and bring a friend! 


CLIENT CENTRIC STRATEGIES FOR SUCCESS

When: Wednesday, April 8 at 2:00pm ET
Speaker: AJ Bishop-Andrews
Rich Like Her: Using Story to Deepen Conversations with Women Clients

What happens when a woman realizes the life she built is no longer the life she wants?

It is a moment many high-performing women quietly experience. And it often shows up in the conversations we have with clients.

Designed for advisors, planners, and professionals who want to strengthen relationships with women clients, this session introduces a powerful client-centric approach: using storytelling to open meaningful dialogue. Participants will gain insight into the emotional and psychological drivers behind financial decisions and walk away with practical ways to create richer conversations with the women they serve.

Click Here to Register

Save the date for our remaining 2026 webinars!

May - Client-Centric Strategies for Success

May 13, 2026

June - Client-Centric Strategies for Success

June 10, 2026

July - Financial Literacy + Wealth Management

July 8, 2026

August - Financial Literacy + Wealth Management

August 12, 2026

September - Financial Literacy + Wealth Management

September 9, 2026

October -  Innovation + Technology

October 14, 2026

November -  Innovation + Technology

November 11, 2026

December - WIFS Town Hall

December 9, 2026