WIFS Northeast Florida invites you to join us for Breakfast!
Tuesday, November 12, 2013
Deercreek Country Club
You May be Sitting on a GOLD MINE!
Join us for breakfast and learn how to mine your client base for cash balance and defined benefit plan opportunities - tax savings for your client and more assets under management for you!
Lorraine Dorsa with Aegis Pension
Bright Holidays Toy & Book Drive 2013
Bring an unwrapped holiday toy or book to help those in need this holiday season!
Suggested Toy Selection List:
Family board game, Educational game, Art set, Stuffed a imal/plush (small or medium sized), Football, Soccer ball, Basketball, Baseball, Book/puzzle for toddler or pre-schooler, Book/puzzle for Elementary, Middle or High School student, Coloring book & Crayons, Make up, Jewelry & Accessories for High School students
Lorraine is an Enrolled Actuary and Certified Employee Benefits Specialist, a Fellow of the Conference of Consulting Actuaries and Member of the American Academy of Actuaries and the American Society of Pension Professionals and Actuaries (ASPPA).
She has extensive experience providing defined benefit and cash balance plan design, consulting and actuarial support services to DC plan administrators, TPAs and financial institutions.
Lorraine is a principal at Aegis Pension Services and a frequent speaker at employee benefits conferences including those sponsored by ASPPA, AICPA and other professional associations as well as seminars sponsored by financial institutions, plan sponsors and other groups.
Lorraine Dorsa, FCA, MAAA, MSPA, EA, CEBS
Aegis Pension Services, Inc.
100 Executive Way, Suite 100
Ponte Vedra Beach, FL 32082
When & Where
WIFS Northeast Florida
Nationally, regionally, and locally, Women in Insurance & Financial Services (WIFS) is dedicated to attracting capable women to the financial services sector, helping them develop their talents and advancing them toward their fullest potential.
WIFS is the ONLY national organization exclusively devoted to helping women succeed in both insurance and financial services. No matter your tenure, if you are a producer, independent or captive, or in management in these industries, we invite you to join WIFS.
Membership meetings are held on the 2nd Tuesday of every ODD month.