What membership has to offer

Resources

Webinars given by national experts​
Mentoring Program
Website with extensive educational and webinar library
What membership has to offer

Connections

Networking and educational opportunities
Local Chapters for local connection and support
National Conference
What membership has to offer

Support

Leadership and Professional development opportunities
Peer Advisors
Tell us your news - and we will boost your self promotional initiatives

Membership Questions?

  • Who can join?
  • Can I join if I am not in
    the financial industry?
  • How do I join?
  • What happens after I join?
  • What are the benefits
    to membership?

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.

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.

Becoming a member is easy. Prospective members can join online, click here: Online Membership Application to complete the registration with a credit card.

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.

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!”

GET EXCLUSIVE INVITES TO FUTURE EVENTS

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.

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.

Becoming a member is easy. Prospective members can join online, click here: Online Membership Application to complete the registration with a credit card.

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.

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!”

GET EXCLUSIVE INVITES TO FUTURE EVENTS

I was invited to the Annual Dinner and didn't know what WIFS was or what they did. I have a brief encounter with Marci David and she immediately inspired me to pursue my dreams. Soon after, I reached out to Marcy to tell her I had applied for a new position. She offered to help me with my resume and prep for the interview.  I felt supported and empowered. 

Erica Chavez

-

The Standard

I have enjoyed being a part of WIFS for several years, and being a sponsor has increased my connections with the group.  I love having the opportunity to share my business with other members; but the greatest benefit is being a part of the energy and enthusiasm of this wonderful organization.  I am honored to be able to contribute to the success of WIFS.

Lane Albert

-

LoanStar Home Lending

State Farm Insurance Companies are supportive of organizations, such as WIFS, that offer our agents an opportunity for networking and personal development. The Portland Chapter of WIFS does that and more. They are truly reflective of the mission statement for WIFS and we are proud to be a sponsor for the Portland Chapter.

Melissa Miller, CLU CASL LUTCF

-

State Farm Insurance

Meet Your Membership Committee

Kate Beck

Committee Co-Chair

Gabrielle Zenner

Committee Co-Chair

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