Month: March 2018

A Tribute to Dorothy Campbell: WiPN Mourns the Loss of One of Its Own

Generous. Problem-solver. Inclusive. Authentic. Courageous. These are just some of the words people use to describe Dorothy, who passed away in December 2017 after a long and courageous battle with breast cancer. Dorothy, who had been Senior Financial Advisor at ProVise Management Group in Tampa, Florida, was passionate about the retirement industry and devoted to

March 2018 Member Spotlights

SPOTLIGHT ON: Karie M. O’Connor, Vice President, Investment Advisor Representative LPL Financial dba HPL&S Financial Services My current job involves… providing strategic consulting and fiduciary guidance to assist plan sponsors in offering competitive retirement savings vehicles which assist their plan participants in successfully achieving their retirement goals, assisting employers in proactively monitoring the retirement plan

First SoCal Regional WiPN Event is a Hit!! 

A Re-cap by Past-President Amy Glynn, GRPAA HATS OFF TO REGIONAL CHAIRS Brooke Austin, GRPAA and Michele Giangrande, T. Rowe Price, for putting together a great venue; and a special shout out to our sponsors who made it happen – Oppenheimer, Mutual of Omaha, T. Rowe Price and GRP Advisor Alliance. The venue was hosted

Focusing on Fundamentals Pays Off– Carol Geremia’s Journey at MFS

Vince Lombardi once said, “Excellence is achieved by the mastery of the fundamentals.” While she may not be a Green Bay Packer fan, few have embodied this sentiment more than Carol Geremia. Carol’s journey, rising to the ranks of President of MFS Investment Management and Head of Global Distribution would be incredible on its own

2018 WiPN Connect Coaching Webinar Series: Fearless YOU!

A Year of Courageous Conversations Following up on its success from last year, the Mentorship Committee is busy at work putting together even more great content for 2018. According to Andrea Masucci, WiPN Board member and Mentorship Commitee Chair, "There couldn’t be a better time to equip women with real life examples and to share