June Membership Meeting

June 20, 2017
11:30 AM - 1:00 PM
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Grant Thornton, LLP
8300 Thorn Drive, Ste. 300
Wichita, KS
 Directions

"Women and Wealth"

Menu: 

  • Italian Salad (Mixed Greens w/Tomato, Cucumber, Parmesan Cheese, Kalamata Olives, Red Onion)
  • Sides - Green Beans with Carrots & Roasted Potatoes
  • Entrees – Italian Sausage Lasagna & Chicken Carbonara
  • Assorted Cookies and/or Brownies
  • Tea & Water

 

$18 Members/$21 Non-Members/$9 Students

For any special dietary requests please e-mail Liz Morales at:  lisbet.morales@invista.com

Please RSVP by Friday, June 16th at noon via the website at www.wichitaafwa.org by clicking on the Meetings link.   Please include in your reservation your name, if you are a member or non-member, and what organization you represent. If you are paying at the meeting cash or checks are the only accepted forms of payment.  

Please feel free to invite a guest 

Speaker Information:

Lisa A. Haffner, CDFA™, CPA

Morgan Stanley Financial Advisor

Lisa is a Financial Advisor with the Boleski Group at Morgan Stanley. Lisa has earned a reputation for providing highly customized advice, comprehensive financial planning and risk management services, with an emphasis on empowering the individual to create a secure financial future through planning and education. Lisa also specializes in helping to educate individuals on the financial matters of divorce by working closely with the client’s attorney and other trusted advisors to create a financial plan that addresses short and longterm financial needs throughout the divorce process. In 2017 Lisa was named to the Morgan Stanley Pacesetter’s Club, a global recognition program for Financial Advisors who, within their first five years, demonstrate the highest professional standards and first class client service.

Prior to becoming a Financial Advisor, Lisa spent 19 years at a $3.5 billion manufacturing company where she held the title of Director of Taxation for her last 9 years. This extensive corporate experience has served her well as a Financial Advisor. She is keenly aware of the financial management challenges as men and women change jobs, plan for retirement, experience divorce or the loss of a loved one. Lisa spent 9 years in public accounting before moving into the corporate tax environment and joined the Boleski Group in October 2014. 

Raised in Northwest Kansas, Lisa has called Wichita her home for over 20 years where she has lived with her husband, Chuck and three children. When Lisa isn’t working, she enjoys gardening, boating, exercising and spending time with family. She also volunteers at Bishop Carroll Catholic High School, the Lord’s Diner and Wichita Dress for Success where she is particularly passionate about helping women.

 

Administrative Policies:

If you would like to make or cancel a reservation, please contact Kelley Benero at kelley.benero@kochind.com.  Please note that no cancellations can be made after the RSVP deadline.  Per chapter rules, if you register and do not attend, you will be charged the cost of the luncheon/dinner.  For more information regarding administrative policies such as complaint and refund, please contact Wichita Chapter Membership Chair, Lisbet Morales at lisbet.morales@invista.com or by calling (316) 828-1884.

Membership Director:                                                              

Lisbet Morales                                                                            
INVISTA                                                                                    
4123 E 37th Street North discussion 
Wichita, KS  67220                                           

 

CPE Information:

Program Title:  Women and Wealth  
Learning Objectives & Program Content:  Technical  
Program Level: Basic
Program Prerequisites/Advance Preparation: None
Instructional Delivery Method: Group Live
Recommended Amount of CPE Credit: 1 credit hour

 

 

 

Tickets

$18.00 Member Registration

$21.00 Non-Member Registration

$9.00 Student Registration

$18.00 Corporate Sponsor Rate