WIFS WEST FLORIDA HOLIDAY PARTY

218 Highland Woods Drive,Safety Harbor FL 34695

13 December, 2022

Description

The monthly WIFS-West Florida Chapter meeting is set for Friday, November 4, and will feature the head of the RIA platform at LPL Financial, Steve Earner. Steve and his team lead the continued development and expansion of both the LPL RIA custodial offering and the LPL Corporate RIA, providing comprehensive solutions to the RIA community. Prior to joining LPL Financial, Steve worked at Raymond James as the de facto COO of their RIA & Custody Services division and previously in a role directly supporting the strategic initiatives of their Chairman and CEO. Before Raymond James, Steve held a number of strategic leadership roles in M&A, corporate finance and portfolio management. Steve received his BS in Finance & Economics from Boston College and his MBA from Columbia Business School. All those who attend the November meeting please bring something for our monthly charity, K9 PARTNERS FOR PATRIOTS. Please support our club’s fundraiser by bringing gas cards for Veterans, hosting a Facebook Fundraiser, honoring a person or a pet's memory by creating a memorial campaign. They are also always looking for volunteers, foster dog families and people who want to donate a dog. To donate money directly, please click here: https://donate.k9partnersforpatriots.com/give/433038/#!/donation/checkout. This month lunch is being sponsored by Stirling Heath (LPL Financial) and Alex Lake (Pacer Financial). Our speaker is being sponsored by Stirling Heath (LPL Financial). We want you to be an official member! To join WIFS - West Florida, you and your associates should visit https://wifsnational.org/join-now. Once on the site, scroll down in either payment option and find our chapter, “WEST FLORIDA.” Paige Soper of Sarasota, has graciously accepted the Membership Chair for 2022-23, so if you have questions, need any assistance with registration or have referrals of extraordinary potential members or future speakers, please contact Paige at 860-798-4013 or [email protected]. We NEED SPONSORS! Please see below our sponsorship form and let the WIFS leadership know if you have any ideas in regards to local and/or national sponsors for our WEST FLORIDA chapter. We are grateful for any & all help. Do you know someone who is FLAMAZING? You can nominate a fellow WIFS friend to recognize their awesome achievements OR just give them a little boost to remind them they are F - L - A - M - A - Z - I - N - G. We take nominations at the monthly meeting or via e-mail @ [email protected]. Have you checked out our local chapter website lately? WIFS WEST FLORIDA WEBSITE