WIFS Membership Has So Much To Offer…
Join now: WIFS Online Membership Application
Membership is open to individuals in the following disciplines:
|Financial Planner or Advisor
||Real Estate Professional
||Banking Professional or Trust Officer
|CPA or Tax Consultant
(First year dues amount only will be prorated based on the month you join. Does not apply to renewal.)
If your industry falls out of the financial disciplines listed, please contact Membership at email@example.com for more information.
Questions: Please contact Membership at firstname.lastname@example.org
Your Chapter Membership Committee:
Stefanie Cao, Membership Co-Chair
Rachel Novak, Membership Co-Chair
Historic Look at Women’s Evolution: HERE
Q: Who can join?
Membership FAQs (click to expand)
A: Anyone in the Financial Services Arena comprised of the following disciplines: CPA or Tax accountant, Financial Planning and Advising, Insurance, Investments, banking and trusts, real estate, mortgage, and attorney
Q: Can I join if I am not in the financial industry?
A: Because we believe in forming strategic partnerships, we allow a few industry partners to join as members up to 5% of our Total membership. Industry partners will be expected to submit a letter of intent explaining why they would like to join and how will their partnership benefit our membership and the board before they will be allowed to become a member. Spaces are limited and applications are reviewed on a first come, first serve basis.
Q: How do I join?
A: Becoming a member is easy. Prospective members can join online, click here: Online Membership Application
to complete the registration with a credit card.
Q: What happens after I join?
A: What makes our organization unique is our high touch approach to engaging our membership. After we see your name on our membership roster, we will reach out to schedule your new member orientation to help you navigate our systems and events. During this time, we will explain the various ways to plug-in to WIFS including volunteer and sponsorship opportunities.
Q: What are the benefits to membership?
A: We welcome non-members to most events however a few are members only. Members have access to all local events and business services at discounted rates. Sponsorship opportunities, newsletters, and a listing in the local and national membership directory are also available to members only. In addition, members can attend the WIFS National Conference and all WIFS monthly webinars. Our events are key to finding tools/tips/techniques to grow your business! Many of the best things about WIFS also happen outside of our events through members reaching out to each other and “paying it forward!”