Case Study Night – A WIFS LA Favorite

📅 Date: Thursday, January 8th

⏰ Time: 5:00 PM – Networking, Food & Drinks | 5:30 PM – Program Begins

💰 Cost: $25 for members | $35 for non-members

📍 Location: 15165 Ventura Blvd, #450, Sherman Oaks, CA 91403

🍽️ Food & Soft Drinks Provided | 💬 Engaging Discussion

WIFS Presents: An Evening of Powerful Case Studies

Join us for an evening of candid conversations and cutting-edge strategies designed to sharpen your skills and spark new ideas. This month, we’re diving into two powerful topics that every professional can relate to:

Case Study Night: From Strategy to Reality

Join us for a case study night focused on a real client scenario and the practical application of planning strategies. We’ll revisit the home loan products discussed at our November meeting and examine how they were coordinated with an annuity solution to create guaranteed income, long-term security, and greater financial stability for the client. This session will walk through the decision-making process, key considerations, and how integrating multiple financial tools can lead to thoughtful, effective outcomes.

AI in Practice: Working Smarter in a Changing Landscape

 Artificial intelligence is rapidly changing how we work, communicate, and serve clients. In the second half of the evening, we’ll share practical tips, real-world examples, and simple, immediately usable ideas for integrating AI into daily business life to save time, streamline workflows, and improve efficiency. Attendees are encouraged to come prepared to share their own favorite tools, tips, and tricks as we exchange ideas and learn from one another.

Whether you're just starting out or a seasoned pro, this is a night you won't want to miss!

Come for the connections. Stay for the learning. Leave inspired.